Ep 57: A Tale of Two Decades

Ep 57: A Tale of Two Decades

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The Smart Take:

Proper investment diversification works … even when you don’t want it to. With the US stock market and particularly large technology stocks having the wind at their backs recently, many are eschewing diversification to chase these high flyers.

As the saying goes, if we forget history, we are doomed to repeat it. In that spirit, hear Kevin tell a tale of two decades.

First is the Lost Decade of the 2000s when, after the Tech Bubble burst, US investors lost money for an entire decade from 2000 to 2009. Second is the recent decade from 2010 to 2019 where US stocks screamed. The two are starkly different and instructive. Combining the entire 20 years allows you to clearly see the benefits of discipline and diversification.

What will the 2020s hold? Only time will tell, but today resembles the late 1990s in some ways. Importantly, in retirement, you can’t afford to have a Lost Decade.

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6:15 – The Problem With Stock Splits

13:41 – Our Current Environment Is Similar To The Late 1990’s

18:50 – Areas That Are Not Doing Well

22:11 – The Way Diversification Works

25:12 – Avoiding Recency Bias


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The Host:

Kevin Kroskey – AboutContact