| http://www.w3.org/ns/prov#value | - is not that based on a comparison of their value (explicit or implicit)?You can make that decision with regard to the degree of over-/ under-valuation of a specific asset class and its weight in the market portfolio (or whatever benchmark portfolio may be).In a situation in which both stocks and bonds are undervalued, you may need to make some sort of comparison of expected risk-adjusted returns t
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