On The Mark: Back to the Future 60/40
As students head back to school getting ready for another
year of learning, we question whether we should learn
from history and whether it’s time to go back to the 60/40
portfolio for future goals.
We have been here before
Just as the equity market sees cycles of being in and out
of favor, there are plentiful articles about the death and
rebirth of the 60/40 portfolio. This is a portfolio comprised
of 60% equities and 40% bonds, which has generally
stood the test of time and become the defacto portfolio for
many.
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