Money For the Rest of Us8 Helmi 2023

Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?

What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there even a role for non-U.S. stocks in your investment portfolio?

Topics covered include:

How have 60/40 and similar portfolios performed over the long-term
What are the advantages and disadvantages of a 60/40 portfolio
What is the expected return of a 60/40 portfolio and what should be included?
What has contributed to U.S. stocks outperforming non-U.S. stocks over the past decade
Why have emerging markets stocks done so poorly
What has to happen for U.S. stocks to continue to outperform non-U.S. stocks

For more information on this episode click here.

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Show Notes

BlackRock vs. Goldman in the Fight Over 60/40 by James Mackintosh—The Wall Street Journal

Battered 60-40 portfolios face another challenging year by Adrienne Klasa—Financial Times

The case for the 60/40 portfolio in equities and bonds by Erin Browne—Financial Times

Investors wonder if the 60/40 portfolio has a future by Michael Mackenzie—Financial Times

Has the tried and tested 60/40 strategy soured? by Maya Bhandari—Financial Times

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