Continue to site >
Trending ETFs

Should You Move Beyond the 60/40 Asset Mix?

The 60/40 asset mix has been a staple of portfolio management for decades. With the 2008 financial crisis sending interest rates to near zero, the strategy benefited from a rise in both stocks and bonds. The problem is that yields ran out of room to fall, and now rising inflation threatens to hurt both stocks and bonds.

Let’s take a closer look at these problems and how alternative investments could augment the 60/40 asset mix.

Be sure to check our Portfolio Management Channel to learn more about different portfolio rebalancing strategies.

Problems With the 60/40 Mix

The 40/30/30 Alternative

The Bottom Line