Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
The Best Argument for a 60-40 Balanced Portfolio
Bonds have sometimes lost money at the same time as stocks for extended periods in the past but not often. With interest rates higher, that means the expected return for investing in bonds is now higher. A 60-40 portfolio is a simple portfolio. It's returned 6 to 7 percent annualized. And we don't have any idea about how the future will work out.
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