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While the 60/40 split is a starting point, experts agree that the standard allocation should be tailored to an investor’s risk tolerance, time horizon and goals. A younger investor with a higher ...
The 60/40 portfolio, one of the most standard allocation mixes for long-term ... Bank of America cut its year-end S&P 500 target to 3,600 from 4,500 and called for a "mild recession" to hit ...
What's next for 60/40 allocation . Invesco chief global market strategist Kristina Hooper believes the recent rout in both stocks and bonds is a sign investors should be more diversified, bonds ...
Comparison of asset and risk allocations. Risk parity is a conceptual approach to investing which attempts to provide a lower risk and lower fee alternative to the traditional portfolio allocation of 60% in shares and 40% bonds which carries 90% of its risk in the stock portion of the portfolio (see illustration).
For example, if a portfolio had a target allocation 60/40 split of stocks/bonds, and the allocation shifted to 65/35, over-rebalancing would recommend adjusting to a 55/45 split of stocks/bonds rather than a 60/40 split.
Investors who utilize the tactical asset allocation strategy generally want to hedge risk in a volatile market. However, Larry Swedroe of CBS MoneyWatch described the strategy as an attempt to time the market , and provides an excuse for managers to increase revenue from trading fees due to the frequent activity the strategy requires.
A 60/40 portfolio allocation is a popular investing approach. Put simply, it's an allocation strategy that consists of 60% equities and 40% bonds. This approach, which may allow for robust growth ...
Weighing the differences in an allocation of 60% stocks and 40% bonds (60/40) … Continue reading → The post 60/40 vs. 70/30 Asset Allocation: Which Is Better for You? appeared first on ...