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S&P 500 vs. 60/40 Portfolio Since the valuation peak in january 2018, a 60/40 portfolio is up +7%, while the S&P 500 is flat. Image: Fidelity Investments

60/40 Portfolio Nominal Returns by Decade This decade, the 60/40 portfolio compounded at 9.5% a year. Image: Ritholtz Wealth Management LLC

60/40 Portfolio Yearly Total Return The 60/40 portfolio gains more than 22% this year and is on pace for its best year since 1997. Image: Bianco Research Click the Image to Enlarge  

U.S. Demographics – Portfolio Allocation to Equities Chart suggesting that the average U.S. investor will move from holding 59% in equities to 56% by 2031, due to aging. Image: Arbor Research & Trading LLC

Hedge Fund Correlation with a 60/40 Portfolio Correlations between hedge funds and 60/40 portfolios are sometimes high and at other times low. In general, hedge funds can play a role in risk reduction. Image: J.P. Morgan Asset Management

Traditional 60/40 Portfolio and Percentage of Cumulative ETF Flows As suggested by this chart, the traditional 60/40 portfolio remains popular. Image: Arbor Research & Trading LLC

Total Return since 2008: 60/40 Portfolio, S&P 500 and U.S. Treasury 20+ Year The current bull market began 10 years ago, but the next 10 years could be very different. Image: Financial Times

The Value of Diversification – 60/40 Portfolio vs. S&P 500 This chart shows the return and volatility of a 60/40 portfolio vs. S&P 500. Image: Fidelity Investments

Outlook for Portfolio Returns Over the Next 10 Years Chart suggesting anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Morgan Stanley Research

60/40 Portfolio – Bull and Bear Markets This is the longest bull market for balanced equity/bond portfolios in over a century, without a 10% total return drawdown. Image: Goldman Sachs Global Investment