Annual, Quarterly, or Threshold Rebalancing, and What the Data Prefers
Leave a 60/40 portfolio alone for 46 years and it stops being a 60/40 portfolio. It quietly becomes a 95 percent stock portfolio, carrying far more risk
Articles / Asset Allocation
Asset Allocation
3 articles
Is the 60/40 Portfolio Dead? A Century of Data Answers
In 2022 the 60/40 portfolio lost about 17 percent as stocks and bonds fell together, and a wave of headlines declared the strategy dead. The obituary was
What Bonds Actually Do When Stocks Crash, Every Major Drawdown Since 1929
In 2008 the S&P 500 lost about half its value, and 10-year Treasuries gained about 20 percent over the same months. That offset is the whole reason a