Investors since 1980 have had a great run with the 60/40 stocks and bonds investment portfolio strategy, but that strategy has turned into a disaster this year for the first time since the 1970's. There are big reasons to believe that this is not just a one off year for the strategy, but that systemic issues will make it a loser strategy for the years to come. We are now in a bond and stocks bear market at the same time this year. Morgan Stanley put out a post titled Rethinking The 60/40 Portfolio giving an overview of the problems and a few alternatives to the strategy you can find here:

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Who am I?

Michael Swanson is the founder and head editor of WallStreetWindow.com. He ran a hedge fund from 2003 to 2006 that generated a return of over 78% for its investors during that time frame and in one year was ranked in the top thirty-five hedge funds among several thousand tracked by hedgefund.net. He received a Masters Degree in history from the University of Virginia in 1998 and since retiring from the hedge fund world writes about global investment trends, the financial markets, and American history.

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