Excess Returns  cover image

Show Us Your Portfolio: Harin de Silva

Excess Returns

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The 6040 Portfolio and the Future of Bond Investments

Mike Mulkin: I want to take a step back and just ask you about the 6040 portfolio. How do you think about that going forward? A lot of people are saying, we're not going to get in the next 30 years, what we got in the last 30 years. He says don't rely on one thing to drive your returns. And he would argue for the 4060, not the 6040, because you should have less in the risky asset then leverage it up.

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