60/20/20 Stocks, Bonds & Gold

60/40 with a twist for the new macro landscape

The death of 60/40?

The traditional 60/40 portfolio has benefited over the last 40 years from the drop in US interest rates that gave rise to the 40 year bull market in bonds. This long term bull market in bonds has faced significant headwinds, during these times of persistent inflation and global selling of treasuries, investors have to start preparing …