090 - The 60/40 Investing Strateg...

090 - The 60/40 Investing Strategy No Longer Works... Do This Instead

Esplicito
Roaming Returns di Tim & Carmela
E90
4 feb 2025
53:35

Note sull'episodio

Chances are that you’ve heard about the 60/40 portfolio strategy. If not, it’s a classic way to balance your investments and mitigate the higher risk of stocks in market downturns.

History shows that this method has worked pretty good, but with everything else in life, things change.

The results of the last 4 years show that the balance has been disrupted. Bonds no longer go up when stocks go down or vice versa. They actually move in the same direction.

Luckily, Tim has been seeing a pattern with certain assets in our portfolios. One that’ll take the place of bonds in this strategy and actually seems to perform better than bonds ever did. And we're going to share it with you.

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