Forget the 60/40 portfolio. This investor is 70/30 stocks and cash

Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a "meaningful amount" of cash this year.

Don't let a 60/40 portfolio derail your retirement: Why a cookie-cutter approach could cost you

Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your ...

Move Over 60/40 Portfolio: The 50/30/20 Strategy and AI Investing Are Taking Over

The gold standard for balanced investing has long been 60/40: 60% stocks and 40% bonds. Learn how a 50/30/20 portfolio and AI ...
NBC 6 South Florida

The '60-40′ stock vs. bond portfolio is dead — because we're living much longer

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about ...

If you're in the 2% club and have a pension, the 60/40 portfolio could hold you back

Income from your pension, savings and Social Security could provide the protection bonds usually offer, freeing you up for a ...
AOL

The beloved 60/40 portfolio is in its worst stretch of underperformance in 150 years. Blame bonds.

Bonds have failed to hedge swings in stocks since 2022, dragging down portfolios, Morningstar said. The classic 60/40 portfolio has seen its worst performance in 150 years, a study from the firm ...
AOL

Is the 60/40 portfolio dead? Larry Fink thinks so — here’s what that means for you and your investments

We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. In his most recent letter to investors, ...
The Business Journals

Adding private-market assets to a traditional 60-40 portfolio could help with volatility

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. It turns out that a mostly good thing could be made even ...