The 60-40 Portfolio Shake-Up: Adapting to a Changing Investment Landscape

2022 was the worst performing year for the 60-40 investing strategy since 1937.

Even though this may be cause for concern, it is crucial to not abandon a financial strategy after one down year, especially when that strategy holds as strong of a historical trend as the 60-40 rule has.

Today’s episode of Retire in Texas breaks down exactly what the downward market trends from last year mean to investors, and what you should be on the lookout for going forward.

Some of the topics discussed include: 

• The breakdown of a 60-40 investing portfolio.
• Some of the challenges facing the 60-40 strategy.
• Why it is so important to not abandon a strategy based on one bad year.
• Potential reasons for minor modifications to the 60-40 strategy.

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