It’s Time To Rethink The 60/40 Model
The Bloomberg Aggregate Bond Index has had an average yield of 1.5% and an average duration of 6.4 years since the COVID pandemic. A 0.06% rise in rates in any given quarter has completely wiped out the quarterly income.
Despite the long history of the 60/40 portfolio, it’s quickly losing its importance as modern markets and new realities pave the way for the latest evolution in diversification. Join us to learn how alternative investments can be used as a potential surrogate for traditional, low-yielding, fixed income investments and how you can begin seamlessly incorporating them into your allocation model.
Guest speakers: Richard Hillson, Founder, Hillson Consulting & Brandon Hunt, Portfolio Manager, StratCap Investment Management
Time: 11AM PT/2 PM ET
Location: Online (accepted by CFP® Board to qualify for 1 CE credit hour)