Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
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
