How Did the 60/40 Portfolio Do in 2021?
'The reports of my death are greatly exaggerated,' says the asset-allocation standard.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. As we rolled into 2021, some market watchers proclaimed that the 60% stock/40% bond portfolio was dead. Were they right? Joining me today to discuss how the 60/40 portfolio held up in 2021 is Jason Kephart. Jason is a strategist with Morningstar's Multi-Asset Funds Research team.
Hi, Jason. Nice to see you.