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A Short History of the 60/40 Portfolio

A Short History of the 60/40 Portfolio

Released Monday, 25th March 2024
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A Short History of the 60/40 Portfolio

A Short History of the 60/40 Portfolio

A Short History of the 60/40 Portfolio

A Short History of the 60/40 Portfolio

Monday, 25th March 2024
Good episode? Give it some love!
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Due to last year's poor market returns, you’ve probably seen the headlines that the 60/40 portfolio is dead. But is that really the case? 

This week’s retirement headline explores the history of this classic retirement investment strategy. After we tackle the headlines, Bret and I team up to consider the best places to move in retirement. Listen in to hear where not to move. 

Outline of This Episode

  • [1:52] A history of the 60/40 portfolio
  • [8:09] Why I like 60/40
  • [15:10] Where should retirees consider moving to for a great retirement?

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