Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
Do Balanced Portfolios Still Work?
We need a reasonable basis, understand those underlying return assumptions. And that's one of the reasons we're creating these tools so that investors can better understand what drove returns. One bad year is not reason to throw out a successful strategy. A 60-40 portfolio of global stocks and bonds can be the core. We can complement it with additional strategies such as value or regional tilt.
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