Cumulative Performance of a 60/40 Portfolio

Cumulative Performance of a 60/40 Portfolio There are concerns that a 60/40 portfolio is potentially facing another “lost decade.” Image: BofA Research Investment Committee

Performance – U.S. vs. Global ex-U.S.

Performance – U.S. vs. Global ex-U.S. Should investors overweight global ex-U.S. equities in their portfolio over U.S. equities? Image: BofA Research Investment Committee

Annual 60/40 Portfolio Performance

Annual 60/40 Portfolio Performance Will the 60/40 portfolio continue to perform well in 2023? Image: BofA Global Investment Strategy