Real Total Return Performance of U.S. 60/40 Portfolio The notion of a “lost decade” for the traditional 60/40 portfolio holds historical significance, especially during the period from 2000 to 2009, when investors faced a real loss. Image: Goldman Sachs Global Investment Research
Are You More Likely to Increase or Decrease Bond Portfolio Duration Over the Coming Days/Weeks? JPM reports that only 29% of their clients are considering reducing the duration of their bond portfolios, indicating a strong tendency towards potentially increasing or maintaining the duration. Image: J.P. Morgan
Return – Aggresive vs. Conservative Portfolios Aggressive portfolios have historically demonstrated a greater ability to preserve capital compared to conservative portfolios. Image: BofA Research Investment Committee
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
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