Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
The Insider's Guide to Investing
BlackRock is suggesting that institutional clients should have 20% in private assets or it was 20%. Now it's 15 to 17%. However, we think private market should be a larger allocation than what we see most investors hold today. A 60-40 portfolio right now based on our expected returns over the next 20 years has an expected nominal return of 6.3% annualized.
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