Clark: Investing Rule #1 – When Leading Businesses Go on Sale, Buy More – A Historical Perspective
In case you missed last week's blog, I'll start with the same theme. There's been significant damage to asset prices in 2022. Last year was one of the most difficult environments for investors in almost every asset class. Here's the updated 60/40 portfolio yearly scorecard going back in time via a recent report from Private Equity leader, KKR: