Redefining and Realigning the 60/40 Portfolio
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How to Add Duracity to Your Portfolios
The first thing to do is just add duration. Almost all people are under hedging their duration, and so what's the easiest ways to do that? If you have any government ins, any treasury bonds in your portfolio, try to move them from a shorter duration to a longer duration. You can look ati in more detail in a recent paper that tom and tyler co authored along with our gregg peters gan. It's called the 60 forty portfolios, overdue overhaul. And i think that kind of does some of the things you're talking about, right? I mean, the way it works for me sas i put in a lump sum and it grows tax deferred,
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