A globally diversified, 60% stock, 40% bond portfolio posted a nearly 30% return from year-end 2022 through September, rallying back from a rough downturn that had some analysts writing premature ...

Investors haven’t minded of course, because it’s meant even greater returns for them. In the most recent run-up from early 2009 through the end of 2021, a passively allocated 60/40 portfolio ...

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.

Even after a brutal 2022, Vanguard strategists don't see a reason to ditch the tried-and-true 60/40 portfolio mix. In fact, they think a decade of strong returns awaits investors who opt for the ...

I’ve read countless articles from fellow financial advisers and investment gurus arguing for and against the traditional 60/40 ... portfolio can substantially increase your annual returns ...

Is the classic 60/40 portfolio structure—typically ... has yielded an impressive average annual return of 11.5%, significantly above the historical norm. This suggests that short-term ...

Historical data shows that a 20 per cent allocation to a combination of alternative asset classes and strategies would have notably improved the traditional 60/40 portfolio performance over the past ...

That's when the sharp surge in bond yields over the past two years could boost portfolio returns and compensate for continued interest-rate volatility. Furthermore, history shows the 60/40 ...

“If we can expect a 6% to 8% average annual return and inflation to average 2% to 3% per year, then a 60/40 portfolio will ... will most likely revert to its historical average rate of 2% ...

Shaw says she considers the 60/40 portfolio to be a baseline or framework and believes sticking with that mix will be impactful for long-term returns. From there, an advisor or client can consider ...

The 60/40 rule arises from common wisdom, which dictates that an investment portfolio should be balanced, especially as we approach retirement. Stocks can deliver returns of about 10% a year ...