Can the 60/40 Portfolio Win in 2024?

แชร์
ฝัง
  • เผยแพร่เมื่อ 14 มิ.ย. 2024
  • #Morningstar  #StockPortfolio #PortfolioManagement
    What higher interest rates and market valuations may mean for this simple strategy in the year ahead.
    00:00 Introduction
    0:26 Why Do People Like the 60/40 Portfolio?
    00:50 The 60/40 Portfolio Performance
    03:24 What to Expect from the 60/40 Portfolio in 2024
    What to watch from Morningstar.
    What You Need to Know About Inherited IRAs • What You Need to Know ...
    Should You Invest in Stocks, Bonds, or a 5% CD? • Should You Invest in S...
    Must-Knows About Required Minimum Distributions as 2023 Winds Down • Must-Knows About Requi...
    Year-End Charitable-Giving Strategies • Year-End Charitable-Gi...
    Read what our team is writing.
    Susan Dziubinski www.morningstar.com/authors/1...
    Jason Kephart www.morningstar.com/authors/1...
    Follow us on social.
    Facebook: / morningstarinc
    Twitter: / morningstarinc
    Instagram: / morningstar. .
    LinkedIn: / 5161

ความคิดเห็น • 5

  • @davidfolts5893
    @davidfolts5893 5 หลายเดือนก่อน +2

    Thanks, Morningstar, for all the great content in 2023!

  • @Anthony-zw1qb
    @Anthony-zw1qb หลายเดือนก่อน +1

    29yrs old. 100% stocks 0% bonds 100% ROTH

  • @vicgill1980
    @vicgill1980 5 หลายเดือนก่อน +1

    50 %public equity
    30 %private equity
    20 %bonds/fixed

  • @PJBHolden
    @PJBHolden 5 หลายเดือนก่อน +3

    80/20

  • @george6977
    @george6977 5 หลายเดือนก่อน +4

    If you're a long term investor, just accept the volatility and keep buying stocks.