In 2017, Investors Can Either Buy Bubbles or Be Left Far Behind
- Equal-weighted ‘Bubblicious’ portfolio up more than 120% YTD
- Chinese real estate, short volatility, duration all rewarded
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The best way to crush the crowd in 2017? Buy the things everyone insisted would never keep going up.
A portfolio stuffed with allegedly over-inflated assets would have returned more than 120 percent so far in 2017, trouncing the S&P 500 Index and underscoring the challenge for investors facing a plethora of pricey securities.