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Alarm Bells

Between 1987 and 1994, the U.S. stock market grew a whopping 133% while the bond market grew 92.4% in value. That meant that a portfolio of 60% stocks and 40% bonds like ours should have grown 117% over that same seven-year period. But to my shock, my family's portfolio had not. In fact, my research showed that during the roaring bull market from the late eighties into the mid nineties, the value of our main portfolio grew only 31%. Taking inflation into account, this meant we hadn't really increased the value of our wealth at all.

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