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Paulsen Perspectives
The 60/40 Portfolio's 4% Trigger

The 60/40 Portfolio's 4% Trigger

The "Relative Cost" of the 60/40 Balance Portfolio skyrockets when the 10-year Treasury bond yield is below the 4% Trigger.

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Jim Paulsen
Nov 25, 2024
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Paulsen Perspectives
Paulsen Perspectives
The 60/40 Portfolio's 4% Trigger
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The 60% stocks, 40% bonds portfolio – the 60/40 – has long been a popular approach for investors.   It succeeds in providing a decent growth in wealth over time but with a significant reduction in the emotional po…

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