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...

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