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The Ultimate Portfolio for the Coming “Lost Decade of Wealth”
I’m Pounding the Table Again
Teeka Tiwari
May 05, 2025
The Ultimate Portfolio for the Coming “Lost Decade of Wealth”
Ask 1,000 investors how 2025 has gone so far, and 999 will tell you: It’s been an emotional roller coaster.
Since the start of the year, the S&P 500 has been down as much as 21% and Nasdaq down 26%. Even traditional safe havens like long-term U.S. bonds have been down as much as 10%.
I’m not saying the curtain has dropped on this 16-year-long bull market yet… But the Fat Lady is warming up.
If the era of increasing market returns feels like it's increasingly in the rearview, you’re not alone.
That’s because we’re on the cusp of what I call a “Lost Decade of Wealth.”
I’m not saying this Lost Decade will begin right away. Or that we’ll experience a market crash tomorrow.
In fact, I wouldn’t be surprised if we see one last “melt-up” phase before the curtain finally drops.
Remember, the market does everything it can to suck in as much money as possible before it switches from a secular (long-term) bull market to a secular bear market. I’m OK giving up that last rush of gains if it means I get to avoid the 10-plus years of lost returns that always follows the death of a secular bull market.
I’ve already begun to reposition my personal portfolio to prepare for the transition into a period of lower stock market returns.
And if you’re serious about protecting and growing your wealth over the next 10 years… I’ll reveal my new framework to help you prepare as well.
Friends, the writing is on the wall: We’re in the last innings of this bull market.
It bears repeating: The last stage of a bull market is always the most intoxicating. Just like a grand fireworks show on the Fourth of July, they save the loudest and most beautiful fireworks until the end.
That’s why I am NOT telling everyone to sell all stocks and go to a cabin in the woods. What I am saying is it's time to look through the firework stage and reposition for what comes after. Because it won’t be pretty.
Passive investors who don’t act before it’s too late will get crushed.
I’m Pounding the Table Again