Is the 60/40 portfolio still relevant? How to construct a 60/40 portfolio with ETFs? Marco Santanché, a former Credit Suisse quant strategist and author of a monthly research series Quant Evolution, ...

The common recommendation of holding 60% equities and 40% bonds has long been the go-to well-diversified portfolio. However, portfolios using that strategy have not performed well since the 2000s.

As the S&P 500 (^GSPC) is trading near record highs, Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, compares the historic ...

The 60/40 portfolio is a staple among savvy investors. Made up of 60% stocks and 40% bonds, it tends to deliver solid returns while attenuating risk. But after the 60/40 portfolio's dismal 2022 ...

If you invest according to the classic 60/40 rule, with three fifths of your nest egg in stocks and two fifths in bonds, then take a moment to pat yourself on the back: It’s a pretty good strategy.

We begin by reviewing the performance of the 60/40 portfolio over the past 15 years in Figure 1. For the period ending December 2023 the 60/40 portfolio (60% S&P 500 Index / 40% Bloomberg US Aggregate ...

The threat of higher inflation in 2025 may have balanced fund investors recalling a year they remember all too well. In 2022, accelerating inflation led to higher interest rates that roiled both ...

When it comes to investing, there are some tried-and-true formulas for "success" that have held fast over time: buy low and sell high, hold investments for the long term and diversify, diversify, ...

Perhaps no development caught investors off-guard last year more than the failure of the tried-and-true diversification strategy of owning bonds to cushion against losses in the stock market. The ...

I want to talk to you about the 60/40 investment portfolio and why it may no longer be relevant in today’s complex and globally interconnected world. To better understand the 60/40 investment ...