Search Results for: portfolio

Annual Returns for 25/25/25/25 Portfolio The 25/25/25/25 portfolio is performing well year-to-date. Image: BofA Global Investment Strategy

Returns for 60/40 Portfolio So far, the traditional 60% stocks and 40% bonds portfolio is performing well year-to-date. Image: BofA Global Investment Strategy

Are You More Likely to Increase or Decrease Bond Portfolio Duration Over the Coming Days/Weeks? 34% of JPM clients are considering reducing bond portfolio duration. Image: J.P. Morgan

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

60% Stock/40% Bond Portfolio Yield Less Six-Month U.S. Treasury Bill Yield The traditional 60/40 portfolio looks vulnerable. Is cash an attractive alternative? Image: Morgan Stanley Wealth Management

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

Annual Return for a 60/40 Portfolio Should investors expect the 60/40 portfolio to make a comeback in 2023? Image: Carson Investment Research

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