Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the…
Tag: 60/40 Stock/Bond Portfolio
BlackRock Drops 60/40 Portfolio
As inflation remains elevated and interest rates stay high, BlackRock Inc. is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg.…
BlackRock & Goldman Debate the 60/40
Two of the most well-known names in investment banking have taken opposing stances in the debate of whether the classic 60% stocks and 40% bonds portfolio structure is outmoded, according…
Four Hard Investing Lessons From 2022 With Silver Linings
By Justin Carbonneau (@jjcarbonneau) — In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink…
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations,…
The 60/40 Portfolio: Is It Dead?
In the past, the 60% stocks and 40% bonds portfolio strategy was an easy-to-maintain winning approach that offered good returns alongside solid protection during market turmoil. But in today’s environment…
Is The 60/40 Strategy Is Set For A Comeback?
2022 was the worst first half for the 60/40 portfolio strategy since 1988, but the approach is poised for a comeback, according to a Morgan Stanley senior strategist who is…
Everything Investors Need to Know About Risk Parity with Adam Butler
In this episode we take a deep dive into risk parity with Adam Butler of Resolve Asset Management. We discuss the foundational principles of the strategy and its advantages over…
Challenges for the 60/40 Balanced Investor in Today’s Market
By Justin Carbonneau (@jjcarbonneau) — Late last year I gave a presentation to investors title, “Alternatives to the 60/40 Stock/Bond Portfolio: Why Investors Should be Thinking About this Now in…
60/40 Portfolio Has Worst Loss Since March 2020
The 60/40 split portfolio between equities and bonds is a classic standard of long-term investing, but last month it had its worst slide since the start of the pandemic in…