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. The strategy can also outperform tactical asset allocation strategies over different time periods.
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Classic 60 / 40
Open a Motif account to view and trade this basket of stocks for just $9.95:
||Segment & Stocks
||1 MO / 1 YR Return
Quotes delayed 15 mins. Currently Dec 13, 2017 9:41:39 AM. Fields are marked with -- when data is unavailable.