60/40 Portfolio Annual Return

60/40 Portfolio Annual Return Is a 60/40 portfolio no longer good enough, as valuations are high? Image: Financial Times

All Weather Portfolio (Stocks, Bonds, Cash and Gold)

All Weather Portfolio (Stocks, Bonds, Cash and Gold) The All Weather Portfolio of 25/25/25/25 in stocks, bonds, cash and gold is up 18% over the past 90 days, the highest return ever. Image: BofA Global Investment Strategy

60/40 Equity/Bond Portfolio Performance Across Regions

60/40 Equity/Bond Portfolio Performance Across Regions This chart shows the dominance of the U.S., as U.S. assets have grown bigger than those of Europe and Japan. Image: Goldman Sachs Global Investment Research

S&P 500 vs. 60/40 Portfolio

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

Weight of Top 10 Positions in Median Hedge Fund Long Portfolio

Weight of Top 10 Positions in Median Hedge Fund Long Portfolio The average hedge fund holds 71% of its long portfolio in its top 10 positions. This is one percentage point below the record high of 72% reached in 2019. Image: Goldman Sachs Global Investment Research