Is the 60/40 Portfolio Dead?
Casual Friday: Financial Insights
English - May 13, 2022 22:00 - 19 minutes - 13.6 MB - ★★★★★ - 1 ratingInvesting Business retirement investing planning stock bond market Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
It’s been a tough year so far for a traditional “60/40” portfolio, a portfolio of 60% stocks and 40% bonds. Using the S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index (“Agg”) to represent stocks and bonds, the traditional 60/40 is down 14.0% as of market close on May 11 on a total return basis, which would trail only 2008 as the worst year on record if that’s where we ended the year, but this week Brian explains how the 60/40 portfolio is diversified, and why this recent correction in stocks and bonds set up for a positive outlook for the future.
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Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution license. Source. Tracking ID: 1-05274315, 1-05277718