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Episode #84:  Is the ‘60% Stocks /40% Bonds’ Portfolio Structure Dead

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Manage episode 374361476 series 3217236
Content provided by Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Russ explores the standard portfolio construction / asset allocation structure of 60% stocks / 40% bonds. This portfolio structure has been around for 50+ years and is a standard for investing. A series of 'bear markets' since the year 2000 and changing interest rates has pressured this ‘standard’ structure. Russ explores what thsi portfolio is and how new investment products have changed the nature of this allocation today.

Don’t forget to subscribe to the show!

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 374361476 series 3217236
Content provided by Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Russ explores the standard portfolio construction / asset allocation structure of 60% stocks / 40% bonds. This portfolio structure has been around for 50+ years and is a standard for investing. A series of 'bear markets' since the year 2000 and changing interest rates has pressured this ‘standard’ structure. Russ explores what thsi portfolio is and how new investment products have changed the nature of this allocation today.

Don’t forget to subscribe to the show!

  continue reading

100 episodes

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