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Simplest Fund Strategy Riding Stock-Bond Rally Is Under Threat: 60/40 Portfolio

TedTed
in Fund Discussions
FYI: For the vanilla fund manager, stocks rallying in concert with bonds has proved a godsend at a vexed stage of the business cycle.

The question is the whether the equity recovery fueled by the Federal Reserve’s dovish capitulation is on borrowed time as growth fears bite.

For now, the classic investing strategy that allocates 60 percent to equities and 40 percent to fixed income looks poised for one of its best quarters since the crisis, according to a popular benchmark.
Regards,
Ted
https://www.bloomberg.com//news/articles/2019-03-21/even-with-fed-shock-the-bond-stock-rally-looks-too-good-to-last?srnd=markets-vp

Comments

  • CrashCrash
    M* tells me my fund managers hold collectively 5% of my total portfolio in cash right now. 59% bonds. 34% stocks. 2% "other." I've not been unhappy, lately. Good dividends being generated and re-invested, still.
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