December 11, 2023
A recent Wall Street Journal article questioned whether investors should continue using the traditional 60/40 portfolio: a mix of 60% U.S. stocks and 40% bonds.
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio, reviews historical and forward-looking returns, and concludes the 60/40 portfolio is not dead, though some investors might want to consider a modest allocation to alternatives to diversify their portfolio.
Buckingham Perspectives: Is the 60-40 Portfolio Dead? from Buckingham Wealth Partners on Vimeo.
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