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Nov 06 2026
Stock Market

The New Math Of The 60/40 Portfolio

  • Nov 6, 2026

Higher yields restored fixed income as a legit revenue source in a balanced portfolio, but using the S&P 500 in the equity sleeve for the 60/40 strategy is not a great option. A more appealing prospect lies further down the cap spectrum: mid- and small caps are much more attractively priced.

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About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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