Episode 16: The 60/40 Portfolio is Dead
May 6, 2022
For the past several decades, the 60/40 stock and bond split was the most popular and most advised investment portfolio. However, in recent years, this cookie-cutter type portfolio just doesn’t work as well as it used to, and in fact, in our opinion, is dead. In this episode, Dave & Brandon discuss examples and reasons why it’s time to change your outlook and diversify your portfolio.
Here are just a handful of the things that we'll discuss:
- Safer Alternative asset classes
- Annuities
- Royalties
- Private Equity Funds
- Advantages of Annuities
- Utilizing our Safety, Income, Growth bucket system
Source: Why a 60/40 Portfolio Is No Longer Good Enough (investopedia.com)
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