President-elect Donald Trump’s win sent the stock market soaring—but bondholders got a gut-check. Investors who own classic, diversified portfolios many want to consider adjustments so they aren’t ...
The 60/40 rule is a fundamental tenet of investing. It says you should aim to keep 60% of your holdings in stocks, and 40% in bonds. Stocks can yield robust returns, but they are volatile.
“Calculate the percentage allocation for stocks and bonds based on your target 60/40 ratio,” Carey said. “For example, if you have $100,000 to invest, allocate $60,000 (60%) to stocks and $ ...
But that allocation is different than the 60/40 referred to above ... medium and low but you should consider what percentage your stocks take up in your overall portfolio. A high allocation ...
"The traditional 60/40 portfolio could still make sense for ... That allocation could be bumped up by two or three percentage points, as long as it conforms to strategic targets, she says.
Allocations stick close to the asset mix implied by the name of the fund: DFA Global Allocation 60/40 hovers within 5 percentage points of a 60/40 split between equity and fixed income ...