COVID-19 Lockdown Portfolio vs. COVID-19 Reopening Portfolio (Coronavirus) Since January 2020, the COVID-19 “lockdown portfolio” has outperformed the COVID-19 “reopening portfolio.” Image: BofA Global Investment Strategy
60/40 Portfolio Returns Over the Next 10 Years Chart suggesting anemic returns for 60/40 portfolios over the next 10 years. Image: Goldman Sachs Global Investment Research
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 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 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
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