3min chapter

Money For the Rest of Us cover image

Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?

Money For the Rest of Us

CHAPTER

How Do US Stocks Compare to Non-Us Stocks?

If an investor wants to add additional asset classes to their core 60-40 portfolio with their core 70-30 portfolio, that certainly is an option. You have those on the plus-site also, so you can see what your value of your portfolio would be if it returned 6.3% per year based on how much you're saving each year. One of the software tools that we've been developing and will hopefully roll out here in the next month or so is the ability to look at returns of different stock indices around the world.

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