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The 60/40 portfolio ‘certainly isn’t dead,’ says senior wealth advisor - TL;DR CNBC

The 60/40 portfolio ‘certainly isn’t dead,’ says senior wealth advisor

Publishing timestamp: 2023-10-12 13:34:43


Summary

The 60/40 portfolio, a cornerstone strategy for average investors, has been stressed by the pandemic-era economy and market dynamics. However, experts believe that the strategy is still sound but needs to be modernized. The traditional 60/40 mix of stocks and bonds may need to be adjusted by substituting part of the stock allocation with alternative investments to increase returns and reduce risk. Additionally, investors holding bonds may want to consider extending the duration to lock in higher yields for longer.


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Keywords: personal financeinvestment strategybreaking news: investinginvestment managements&p 500 indexbusiness newsretirement planningpersonal saving

Source: https://www.cnbc.com/2023/10/12/the-60/40-portfolio-certainly-isnt-dead-says-senior-wealth-advisor.html


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