November 28, 2023

Is the 60/40 Portfolio Dead?

A recent Wall Street Journal article questioned whether investors should continue using the traditional 60/40 portfolio: a mix of 60% U.S. stocks and 40% bonds.


In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio, reviews historical and forward-looking returns, and concludes the 60/40 portfolio is not dead, though some investors might want to consider a modest allocation to alternatives to diversify their portfolio.

If you have any questions please feel free to drop us a note.

Source: Wall Street Journal

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based on third party data and may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. The time frame chosen because of the dates of available data. The inception of the AIEQ ETF was 2017. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio nor do indices represent results of actual trading. Information from sources deemed reliable, but its accuracy cannot be guaranteed. Performance is historical and does not guarantee future results. All investments involve risk, including loss of principal. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this information.

About the Author

Kevin Grogan

Chief Investment Officer

As Chief Investment Officer for Buckingham Wealth Partners, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy. Kevin co-authored "The Only Guide You’ll Ever Need for the Right Financial Plan" with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

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