The traditional 60/40 portfolio, which ensures growth from equities and bonds that helped manage risk, was the perfect ...

Raj Dhanda, Ares wealth management global head, joins 'Closing Bell: Overtime' to discuss the top opportunities in the ...

In the most recent run-up from early 2009 through the end of 2021, a passively allocated 60/40 portfolio delivered about 9.4% annual real return, about twice the long-run average. However ...

A 60/40 investment portfolio is usually comprised of 60% stocks and 40% bonds. A 60/40 retirement portfolio split should only be deployed after a thorough assessment of the retiree's unique ...

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness? "Considering the tough year for the ...

I’ve read countless articles from fellow financial advisers and investment gurus arguing for and against the traditional 60/40 (stock/bond) portfolio allocation. While many advisers have been ...

One of the dominant narratives was the apparent breakdown of the traditional 60/40 portfolio, meaning a composition of 60% stocks and 40% bonds. Investors with this allocation experienced a ...

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. Bonds ...

Christine Benz, director of personal finance and retirement planning for Morningstar, discusses what to do with your ...

A 60/40 stock-bond portfolio is projected to yield an annual return of 6.4% in US dollar terms over the next 10–15 years, a ...

According to the Barclays Equity Gilt study, US equities have returned 6.8pc a year in real terms over the past 50 years, ...

As the 60-40 portfolio loses steam, real estate can take the baton Lower stock returns are expected to drag down the traditional 60-40 stock-bond portfolio, which JPMAM now says should fetch 6.4% ...