On The Mark: Is the 60-40 Portfolio Dead or Just Dazed?

On The Mark: Is the 60-40 Portfolio Dead or Just Dazed?

October 19, 2022
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Key Takeaways

• 2022 has dealt a blow to the 60/40 portfolio. While losses in a 60/40 portfolio are not unusual, losses in stocks and bonds simultaneously are unusual.
• Since 1928, with nearly 100 years of track record, the 60/40 portfolio has never had a negative return in any 10-year period.
• Diversification benefits of a 60/40 portfolio are not dead, even if they are not working right now. Today’s dislocations also offer opportunities for investors going forward.

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