article thumbnail

The 60/40 Portfolio is Back! *after not going away

The Big Picture

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolio 334
article thumbnail

A Balanced Portfolio Always Comes with Regrets

A Wealth of Common Sense

Here’s a scenario I was presented with recently: Five years ago, a relatively conservative investor was sitting on some cash and seeking a more balanced portfolio. Five years later there is a clear winner in terms of performance within this 50/50 portfolio: You basically doubled.

Portfolio 121

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Sherman Show: Clients, Advisers, Markets & Portfolios

The Big Picture

TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios. The post The Sherman Show: Clients, Advisers, Markets & Portfolios appeared first on The Big Picture. It’s fun conversation, and Jeff & Sam are great hosts.

Portfolio 295
article thumbnail

Politics and Your Portfolio

The Big Picture

I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L. BAHNSEN National Review, November 16, 2023 click for audio [link] The post Politics and Your Portfolio appeared first on The Big Picture.

Portfolio 130
article thumbnail

Does Crypto Belong in a Portfolio?

Advisor Perspectives

With crypto going mainstream, it’s important that advisors understand the pros and cons of including crypto in a portfolio.

Portfolio 119
article thumbnail

MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR

The Big Picture

This week, we speak with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. The post MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR appeared first on The Big Picture. WEIRDest People in the World by Joseph Henrich.

Portfolio 354
article thumbnail

Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings

Trade Brains

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27