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Oct 26 2022

#58 - The 60/40’s Annus Horribilis

  • Oct 26, 2022
#58 - The 60/40’s Annus Horribilis

The balanced portfolio strategy of allocating 60% to equities and 40% to fixed income generated a highly satisfactory 7.9% annualized return over the last 30 years. Despite the excellent returns earned by investors following this strategic model, the past couple of years have seen a parade of articles with headlines such as “Is the 60/40 Portfolio Obsolete?” and “Is the 60/40 Dead?” Given the central importance of this moderate allocation strategy to investment industry practices, we felt a closer look at the 60/40 portfolio was in order.

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About The Author

Scott Opsal / Director of Research & Equities