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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
61.1% Stocks 8.8%
22.9% Vanguard Total Stock Market ETF VTI 20.4%
19.8% Vanguard FTSE Developed Markets ETF VEA 4.4%
18.4% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
38.9% Bonds 0.7%
19.8% Vanguard Total International Bond Index ETF BNDX 2.3%
19.1% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%

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