The Evolution of the 60/40 Portfolio: Navigating New Investment Realities
At the forefront of traditional investment strategies is the 60/40 portfolio – an allocation consisting of 60% stocks and 40% bonds. Stemming from a 1976 study by Roger Ibbotson and Rex Sinquefield, this combination offered a balance. Stocks presented the promise of growth, while bonds provided security and income, especially during uncertain economic times. Over […]