Invest in

Classic 60 / 40

8.1%
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Sticking With Tradition

“Simplicity is the ultimate sophistication” - Leonardo da Vinci’s adage could just as easily apply to investing. The basic portfolio-allocation model of 60% stocks, 40% bonds has stood the test of time and provided generations of investors and financial advisors with a balanced investment approach. The strategy behind the 60-40 rule lies in modern portfolio theory, which prescribes that diversifying asset classes often can provide returns at lower volatility. In fact, between 1969 and 2009, a 60-40 index portfolio delivered just 2% lower returns than a 100%-stock portfolio, but with 40% lower volatility.[1] The strategy can also outperform tactical asset allocation strategies over different time periods.[2] See more
8.1%
0.8%
0.1%
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Motif Index 1 YR Return
Classic 60 / 40 Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
61.8% Stocks 13.5%
21.6% Vanguard Total Stock Market ETF VTI 16.0%
20.5% Vanguard FTSE Developed Markets ETF VEA 11.1%
19.8% Vanguard MSCI Emerging Markets ETF VWO 13.2%
38.2% Bonds 0.7%
19.4% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxx 8xxxx 8xxx 88.8%
18.8% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%

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