concept

60/40 portfolio

Also known as: 40/60 portfolio, 60/30/10 portfolio

Facts (4)

Sources

Investments and Finance - Perspectives and commentary - Vanguard corporate.vanguard.com Vanguard 2 facts

claimThe 40/60 portfolio serves as a signal for marginal capital allocation rather than a trigger for drastic rebalancing.

claimVanguard published research regarding the 60/40 portfolio, rising yields, and securities lending as of December 28, 2023.

Beyond Stocks and Bonds: Reimagining Portfolio Mix - Clockwork clockwork.app Clockwork May 29, 2024 1 fact

perspectiveModern investing wisdom suggests that investors should move away from the traditional 60/40 portfolio split and reimagine their asset allocation strategy.

An Exploratory Study of the Wealthy's Investment Beliefs ... financialplanningassociation.org Journal of Financial Planning Mar 1, 2025 1 fact

measurementAnnual rebalancing of a 60/40 portfolio may add up to 14 basis points in incremental annual return.