Nobel laureate Harry Markowitz is credited with coming up with 60/40 as part of his dissertation on modern portfolio theory, though the version of the paper published 71 years ago does not mention it.

That's a big part of risk management, and also why I am committed to technical analysis. But that's another story for another day. What goes into the 40% bond allocation of a 60/40 portfolio?

Part of the marketing message centers on the ... And proponents of the 60/40 portfolio maintain that while all investment strategies have their ups and downs, this particular strategy still ...

So as long as inflation doesn’t spike significantly again, that should be a good environment for the 60 part of the 60/40 portfolio—as well as the 40.

The 60/40 portfolio took a beating last year ... Not only that, but the dual shock of steep inflation and historic rate hikes were in part a consequence of the pandemic, and those events aren ...

The classic 60-40 investment strategy is working again after ... Yet by the end of last year, the clouds began to part. Stocks rallied alongside bonds, boosted by hopes that the Fed was nearing ...

The 60/40 mix has been described as “dead” and ... Stocks zoomed in November and December, fueled in part by news from the Fed of anticipated rate cuts in 2024. In 2023, the S&P 500 rallied ...

The 60/40 rule is a fundamental tenet of investing ... Bond yields are rising, at least, in part, because investors feel a greater risk that the government is living beyond its means, Jablonski ...

So the 60/40 portfolio delivered very poor performance ... and that will push the price of the bond down. So this is a part of a mixed picture, because equity doesn't seem to be very promising.

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 ...

The 60/40 portfolio, stocks to bonds, has long been the tried-and-true method for those building their retirement nest eggs with a safety net of diversification. But times, they are a-changing and ...