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New Look for a Classic Portfolio: The conventional wisdom is that a 60/40 mix is highly effective. But there could be a better partner for large-cap U.S. stocks than U.S. bonds.
- Source :
- Financial Planning; Jan2018, Vol. 48 Issue 1, p45-47, 3p
- Publication Year :
- 2018
-
Abstract
- The article discusses the changes in the classic portfolios of annuity firms, which compare the capital intensive U.S. stocks against the U.S. bonds. It details the financial performances of the standard 60/40 portfolio for major asset classes. It notes that offshore large capital stocks would depend on the investors' goal.
- Subjects :
- PRIVATE annuity trusts
STOCKS (Finance)
BONDS (Finance)
INVESTMENTS
RATE of return
Subjects
Details
- Language :
- English
- ISSN :
- 07467915
- Volume :
- 48
- Issue :
- 1
- Database :
- Complementary Index
- Journal :
- Financial Planning
- Publication Type :
- Periodical
- Accession number :
- 127125629