This has occurred despite significant outperformance of U.S. REITs over the past several years (which has, of course, supported higher U.S. weightings). (indexologyblog.com)
«We've earned our money over time by significant outperformance in down markets, which is primarily a function of owning low - expectation stocks that are less susceptible to market corrections» Tom Shrager (mastersinvest.com)
We then create a trading system to build global stock portfolios, and find significant outperformance by selecting markets based on relative and absolute valuation. (mebfaber.com)