Chief Investment Officer and Portfolio Manager Derek Izuel Published on AdvisorPerspectives.com

For much of the past 15 years, the 60/40 portfolio of 60% U.S. stocks and 40% U.S. fixed income has been the foundation of portfolio construction, providing investors with exposure to the growing U.S. economy and to fixed income securities for protection during downturns.

Over the past two years, this portfolio strategy has broken down. Stock returns have been volatile and barely positive. When volatility sent investors looking for shelter, fixed income provided little refuge. In fact, the Bloomberg U.S. Aggregate Bond Index produced consecutive years of negative returns — the first time in its history.

Read the article here – Investing 2024: Turning the Page on the 60/40 Portfolio

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