Search Results for: portfolio

Annual 60/40 Portfolio Performance The 60/40 portfolio is on pace for its worst year in the past 100 years. Image: BofA Global Investment Strategy

Annual Performance of 60/40 Minus 25/25/25/25 Portfolios This week is probably not the ultimate low of the U.S. stock market. Image: BofA Global Research

60/40 Equity/Bond Portfolio Performance Across Regions Will the 60/40 portfolio make a comeback eventually? Image: Goldman Sachs Global Investment Research

Performance – COVID-19 Reopening vs. Lockdown Portfolio and U.S. 30-Year Treasury Yield BofA expects 30-year U.S. Treasury yields to rise and the “reopening portfolio” to fall. Image: BofA Global Investment Strategy

60/40 Portfolio Real Returns A period of stagflation does not bode well for 60/40 portfolios. Image: Goldman Sachs Global Investment Research

Median 12-Month Return of Sector-Neutral Dividend Portfolios vs. S&P 500 in Different Inflation Buckets In periods of high inflation, dividend stocks tend to outperform the S&P 500. Image: Goldman Sachs Global Investment Research

10-Year Rolling Real Return for a 60/40 Portfolio Lost decades for 60/40 portfolios have been more common than investors might think. Image: Goldman Sachs Global Investment Research

Real Total Return Performance of U.S. 60/40 Portfolio When will the next lost decade occur for a U.S. 60/40 portfolio? Image: Goldman Sachs Global Investment Research

Returns for Portfolio of 25% in Global Equities, Bonds, Commodities, Cash A diversified portfolio of 25% in global equities, bonds, commodities and cash is annualizing a 16% return, well above the historical average. Image: BofA Global Investment Strategy

Coronavirus – COVID-19 “Lockdown Portfolio” vs. COVID-19 “Reopening Portfolio” A perfect V-shaped recovery for the reopening portfolio vs. lockdown portfolio. Image: BofA Global Investment Strategy