The 60/40 portfolio (stocks and bonds) and risk parity portfolio perform well during the standard market expansion cycle but perform poorly during secular changes and system resets.

causalpending

Speaker

Patrick Ceresna

Evidence Quote

the typical 60/40 portfolio that most of my viewers probably have the risk parity portfolio does very well when we go into the next cycle it it doesn't do well at all

Source

Patrick Ceresna (Build Your Own DRAGON PORTFOLIO: How To Go Long Vol)George Gammon
Created: 8/10/2026, 11:03:13 PM

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