The case for and against moving beyond the 60/40 portfolio
Tony Davidow, T. Davidow Consulting | Sue Dahn, Pitcher Partners | 04 May 2022 | 0.50 CE
The 60/40 investment portfolio was right centuries ago, and still is now - Sue Dahn (Nov 2021)
For many decades, the default investment portfolio was a 60/40 split – this was seen as the ideal blend of growth and defensive investments for most investors most of the time.
Generally, it translated to mean 60% stocks and 40% bonds. The growth characteristics of stocks would reward investors over time and the defensive characteristics of bonds would dampen the volatility of the stocks and provide the investor with a smoother wealth ac...