Panel Preview: The Death of the 60/40 Portfolio (Again)

A domestic 60/40 portfolio – for today’s purposes consisting of the S&P 500 and the Barclays Aggregate Bond – is up 7.5% year-to-date (total return) through the end of September. This performance would be improved upon further with an allocation to small caps or to gold this year, as both have outperformed. In recent years they have been performance detractors. This is how asset allocation is meant to work. We like to say diversification means always and never having to say you’re sorry.

But the obituary for simple portfolios is written every year. There are huge vested interests around the industry that would love nothing more than to dance on the grave of 60/40. They’re right in some specific years but always seem to be wrong in the end.

At our upcoming Evidence-Based Investing Conference, we’re kicking off the day with a killer panel to discuss the topic. We’ve brought in some serious heavy hitters for the task. You can hit the link below to get more information about the event. Tickets are limited at this point, if you’re thinking about coming, now’s the time.

screen-shot-2016-10-11-at-9-53-53-am

Source:

The Evidence-Based Investing Conference (IMN)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. immediate edge review commented on Sep 22

    … [Trackback]

    […] Here you can find 57024 additional Information to that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  2. blazing trader review 2020 commented on Sep 27

    … [Trackback]

    […] Here you will find 7587 additional Information to that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  3. click here commented on Sep 30

    … [Trackback]

    […] There you will find 34220 more Information to that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  4. Ahmia search engine commented on Oct 11

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  5. porn movie commented on Oct 18

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  6. XFINITY Store by Comcast commented on Nov 04

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  7. CYBEX Juno-Fix manuals commented on Jan 21

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]

  8. CI CD commented on Feb 07

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2016/10/11/panel-preview-the-death-of-the-6040-portfolio-again/ […]