Morgan Stanley CIO Michael Wilson suggested a seismic shift in investment strategy when he recommended a 20 percent ...

To borrow a phrase from Mark Twain, reports of the death of the 60/40 portfolio have been greatly exaggerated, according to The Leuthold Group. The 7.9% annualized return seen over the last 30 years ...

The annualized returns for the lump sum approach in each country and the world portfolio demonstrate that only the 100% US equity portfolio fared better than the 100% global equity portfolio, while ...

Diversification lines the bedrock of long-term investing. By spreading your dollars across a mix of asset classes, sectors and industries, you help reduce the risk of substantial portfolio losses in ...

The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY. A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he says.

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

The 60/40 portfolio, also known as the balanced portfolio, is a staple for long-term strategic investors. Composed of 60% U.S. equities and 40% investment-grade bonds, this allocation has historically ...

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness? "Considering the tough year for the markets, ...

We begin by reviewing the performance of the 60/40 portfolio over the past 15 years in Figure 1. For the period ending December 2023 the 60/40 portfolio (60% S&P 500 Index / 40% Bloomberg US Aggregate ...

Hedging equity exposure with bond investments did not work out as hoped last year. The S&P 500 fell by 19.4% and instead of moving opposite it in response to a flight to safety, the ICE BofA U.S. Bond ...