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Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Manage episode 354832829 series 2137790
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there even a role for non-U.S. stocks in your investment portfolio?
Topics covered include:
- How have 60/40 and similar portfolios performed over the long-term
- What are the advantages and disadvantages of a 60/40 portfolio
- What is the expected return of a 60/40 portfolio and what should be included?
- What has contributed to U.S. stocks outperforming non-U.S. stocks over the past decade
- Why have emerging markets stocks done so poorly
- What has to happen for U.S. stocks to continue to outperform non-U.S. stocks
For more information on this episode click here.
Sponsors
Use this link to post your job for free on LinkedIn Jobs.
Go here to sign up for the free weekly Money For the Rest of Us Insiders Guide email newsletter
Show Notes
BlackRock vs. Goldman in the Fight Over 60/40 by James Mackintosh—The Wall Street Journal
Battered 60-40 portfolios face another challenging year by Adrienne Klasa—Financial Times
The case for the 60/40 portfolio in equities and bonds by Erin Browne—Financial Times
Investors wonder if the 60/40 portfolio has a future by Michael Mackenzie—Financial Times
Has the tried and tested 60/40 strategy soured? by Maya Bhandari—Financial Times
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
493集单集
Manage episode 354832829 series 2137790
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there even a role for non-U.S. stocks in your investment portfolio?
Topics covered include:
- How have 60/40 and similar portfolios performed over the long-term
- What are the advantages and disadvantages of a 60/40 portfolio
- What is the expected return of a 60/40 portfolio and what should be included?
- What has contributed to U.S. stocks outperforming non-U.S. stocks over the past decade
- Why have emerging markets stocks done so poorly
- What has to happen for U.S. stocks to continue to outperform non-U.S. stocks
For more information on this episode click here.
Sponsors
Use this link to post your job for free on LinkedIn Jobs.
Go here to sign up for the free weekly Money For the Rest of Us Insiders Guide email newsletter
Show Notes
BlackRock vs. Goldman in the Fight Over 60/40 by James Mackintosh—The Wall Street Journal
Battered 60-40 portfolios face another challenging year by Adrienne Klasa—Financial Times
The case for the 60/40 portfolio in equities and bonds by Erin Browne—Financial Times
Investors wonder if the 60/40 portfolio has a future by Michael Mackenzie—Financial Times
Has the tried and tested 60/40 strategy soured? by Maya Bhandari—Financial Times
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
493集单集
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