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.

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 ...

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 ...

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 ...

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.

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, ...

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 ...

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 ...