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If you include international markets, emerging markets, small caps and hard assets, then the the last year has *definitely* outperformed the norm. Using just a single broad U.S. market index, performance is roughly inline to slightly underperforming.

Overall, I'm up about 15% so far this year despite having about a quarter of assets in cash and short-term bonds which have each returned less than 2% YTD. This is due to all the asset classes I listed above. Like the three previous years, it has been a good year for asset allocators relative to the S&P 500 and the Dow. We're due for an underperformance like 1998 and 1999, though, as large cap U.S. growth haven't outperformed other equity classes since that time.

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