A simple 60/40 portfolio model would’ve easily beaten the returns that hedge-fund investors enjoyed, according to an estimate of their performance. Barclays estimated the weighted average ...

The latter helped a classic 60/40 approach deliver double-digit gains in 2024, but has left equities looking pricey. Since the expected returns for stocks have remained fairly constant, that ...

It’s no longer the glory days for the classic 60/40 investment strategy. The U.S. stock market was getting crushed by a sharp selloff in the first full trading week of the new year, as rising ...

The 60-40 rule isn’t dead, just inverted. The classic portfolio split, which favors the lion’s share of investments going to stocks with the remaining 40% in bonds, has been a bedrock of advisor ...

Happy 2025 All. As 2025 unfolds, many analysts are anticipating a potential market downturn fueled by high interest rates, slowing global growth, and persistent geopolitical tensions. Adding to the ...

Remember the trusty old Nokia phones and how indestructible they were? My old Nokia 3310 is still intact, but sadly, it’s no longer relevant in a world dominated by smartphones. The 60/40 investment ...

Investing 60.0% in stocks and 40.0% in bonds has long been a fundamental principle of investment planning, particularly in Western markets like the United States. This strategy seeks to strike a ...

Last week that confidence was shaken by an abrupt government decree changing the traditional 50-50 profit-split to a 60-40 ratio. Without Warning. Retroactive to January 1, 1958, the new law will ...

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness? "Considering the tough year for the ...

A lot of retirement guidance I have read lately continues to treat baby boomers the same as the rest of the investor public. Even after the first six months of 2022, when the traditional 60/40 ...

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