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Chances are that you’ve heard about the 60/40 portfolio strategy. If not, it’s a classic way to balance your investments and mitigate the higher risk of stocks in market downturns.
History shows that this method has worked pretty good, but with everything else in life, things change.
The results of the last 4 years show that the balance has been disrupted. Bonds no longer go up when stocks go down or vice versa. They actually move in the same direction.
Luckily, Tim has been seeing a pattern with certain assets in our portfolios. One that’ll take the place of bonds in this strategy and actually seems to perform better than bonds ever did. And we're going to share it with you.
Leave a comment:
On this episode's Youtube Video
_________________________________________________________________________________
DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
Episode music was created using Loudly.
By Tim & Carmela4.5
44 ratings
Chances are that you’ve heard about the 60/40 portfolio strategy. If not, it’s a classic way to balance your investments and mitigate the higher risk of stocks in market downturns.
History shows that this method has worked pretty good, but with everything else in life, things change.
The results of the last 4 years show that the balance has been disrupted. Bonds no longer go up when stocks go down or vice versa. They actually move in the same direction.
Luckily, Tim has been seeing a pattern with certain assets in our portfolios. One that’ll take the place of bonds in this strategy and actually seems to perform better than bonds ever did. And we're going to share it with you.
Leave a comment:
On this episode's Youtube Video
_________________________________________________________________________________
DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.
Episode music was created using Loudly.

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