Estimated reading time: 0 minutes, 35 seconds

60/40 Strategy Isn’t Dead: Wells Fargo  

Wells Fargo analyst Douglas Beath said the death of the traditional 60/40 diversified portfolio is “greatly exaggerated.” So reports CNBC.

wells fargoIn fact, Beath noted it could be on its way to double-digit returns after a rough 2022 so far. Wells Fargo suggests that a 60/40 strategy should return 6% annually over the next decade.

“The historical returns of stocks and bonds, combined with more attractive valuations after the recent downturn plus long-term CMA projections, indicate to us that the 60/40 portfolio is alive and well and that it should continue to serve as a solid foundation for long-term investors,” Beath notes.

Some have argued that the 60/40 approach has “reached its expiration date” and are recommending different strategies.

Read the full article from CNBC.

Read 173 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.