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“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

by The Wealth Advisor Contributor
Bank of America’s so-called “sleep like a baby” portfolio—constructed for resilience rather than headline performance—is delivering one of its strongest years on record. The equal-weighted allocation across equities, fixed income, cash, and commodities is tracking a 26% return year-to-date, positioning it for its best annual outcome since 1933, according to strategist Michael Hartnett.

Featured

AI Optimism Raises Positive Implications for RIAs and Wealth Advisors

A renewed wave of optimism around artificial intelligence is reshaping equity market leadership, with meaningful implications for portfolio positioning among RIAs and wealth advisors.

Warsh Confirmation Set to Advance as GOP Holdout Backs Vote

(Bloomberg) - Senator Thom Tillis said he’s dropping his blockade of Kevin Warsh’s nomination to head the Federal Reserve, saying the Justice Department’s decision to end a criminal probe targeting Fed Chair Jerome Powell remove

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Kevin Warsh, nominated by President Trump to serve as Chair of the Federal Reserve, used his Senate confirmation hearing to outline a potential shift in how the central bank evaluates inflation—an issue with direct implications for monetar

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With resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths who seem safe in stormy seasons.

Commentaries

Is This Only A Treasury Short Squeeze?

Deutsche Bank analysts find an even split on whether bonds are rallying on fundamental (fear) or technical (trading) factors. JPM is more decisive.

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Roubini: The Slow-Motion Stagflation Disaster Is Here

Arguing that debt ratios were much lower in the 1970s than they are now, DoctorDoom says the upcoming crisis will be much worse if shocks emerge.

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