The 60/40 portfolio has one of the best track records over the past 50 years.
It has had positive returns 82% of the time over rolling 1-year periods, 93% of the time over rolling 3-year periods, and 99.4% of the time over rolling 5-year periods.
It has had positive returns 82% of the time over rolling 1-year periods, 93% of the time over rolling 3-year periods, and 99.4% of the time over rolling 5-year periods.
It fell 20% or more in a year just one time, gained 20% or more in a year 10 different times, and had an average annual return of 10.7%.*
The returns were driven not just by st…
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