The 60/40 Portfolio Is Having Its Worst Year Ever. What to Buy Instead.

(Barron's) - The heyday of the 60/40 portfolio, an allocation of 60% stocks and 40% bonds, is over. According to Bank of America Securities, the popular investment strategy is having its worst year ever.

“Sustained weakness across bond and equity markets further supports the ‘end of 60/40′ thesis,” BofA analysts said in a report. “Adjusting for inflation, a 60/40 portfolio is on pace to lose 49% this year, which would be the worst annual return on record. The correlation between stocks and bonds turned positive in March and is now the...

https://www.barrons.com/articles/stocks-bonds-portfolio-investing-51652394644?siteid=yhoof2


By Lauren Foster
May 13, 2022

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