A traditional mix of stocks and bonds soared in November, setting the 60-40 portfolio up for its strongest monthly performance since 2020, according to Bespoke Investment Group. The classic ...
Over the course of the past year, a number of high-profile investment firms and banks have pronounced that the traditional 60/40 portfolio ... not expect a repeat performance in 2021.
Thanks to November’s rally in stocks and bonds, the 60/40 portfolio gained 9.6% in November, notching its best monthly performance since the crumbling of the U.S.S.R. in December 1991 ...
After an abysmal performance for the 60/40 stock and bond portfolio mix in 2022, bonds are back and keeping portfolios afloat during stock market declines. The 60/40 portfolio—a classic ...
One of the dominant narratives was the apparent breakdown of the traditional 60/40 portfolio ... failed due to rising interest rates and market performance, but rather, the decade or more prior.