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

Money For the Rest of Us

CHAPTER

Introduction

David Stein: Does a 60-40 Balanced Portfolio Still Work? In the 90s, when I first became an institutional investment advisor, we talked a lot with clients about 60-40 portfolios. But as we got into the 2000s, we started introducing additional asset classes to our clients. These additional complications may or may not necessarily have been better for investors.

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