Ryan Wheless discusses a recent Wall Street Journal article talking about how the classic 60-40
investment strategy falls apart and for many it feels like there is no place to hide. Both the stock
and bond market are down substantially in 2022. Which has dramatically hurt the 60/40 balanced portfolio allocation so many investors and retirees and retirement-minded individuals. For decades, Americans planning for retirement have been advised to invest in a mixture of stocks and bonds.
The idea was simple. When stocks did well, their portfolios did, too. And when stocks had a bad year, bonds usually did better, which helped offset those losses.
It was one of the most basic, dependable ways of investing, used by millions of Americans. This year it stopped working.
Despite a powerful rally last week after cooler-than-expected inflation data, the
S&P 500 is down in 2022 about 15%, including dividends, while bonds are in their first bear market in decades. A portfolio with 60% of its money invested in U.S. stocks and 40% invested in the 10-year U.S. Treasury note has lost 15% this year. That puts the 60-40 investment mix on track for its worst year since 1937, according to an analysis by investment research and asset management firm Leuthold Group.
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