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The Surprising Ingredient That Can Help Boost Portfolio Returns While Lowering Risk

June 1, 2023 Victor Lei — Head of Research Trends

For many investors, a 60% stocks and 40% bonds portfolio is one of the most standard allocations. But a minor allocation in wine can help investors do two things: Improve portfolio returns and lower overall risk. Case study: Let’s see what happens if you added a 25% allocation in wine between 2018 and 2023 to…

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