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Classic 60 / 40


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
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Motif Index 1 YR Return
Classic 60 / 40 Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
62.5% Stocks 21.1%
21.2% Vanguard Total Stock Market ETF VTI 17.8%
20.9% Vanguard MSCI Emerging Markets ETF VWO 25.9%
20.4% Vanguard FTSE Developed Markets ETF VEA 19.7%
37.5% Bonds 1.4%
18.9% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxx 8xxxx 8xxx 88.8%
18.5% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%

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