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
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
60/40 Portfolio Real Returns A period of stagflation does not bode well for 60/40 portfolios. Image: Goldman Sachs Global Investment Research
Median 12-Month Return of Sector-Neutral Dividend Portfolios vs. S&P 500 in Different Inflation Buckets In periods of high inflation, dividend stocks tend to outperform the S&P 500. Image: Goldman Sachs Global Investment Research