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The 60:40 portfolio is up more than 17%. Why is it doing so much better this year?

Por: MarketWatch Business June 03, 2023

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The 60:40 portfolio, a default option for many retirees and near-retirees, lost 23.4% last year, assuming the 60% equity portion was invested in the Vanguard Total Stock Market ETF and the 40% bond portion in the Vanguard Long-Term Treasury ETF . That was the worst calendar-year return for the portfolio since the Great Depression. Through the end of May this year, in contrast, this portfolio rose at an annualized pace of 17.6%. That is more than... + full article



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