The table above provides a performance summary of major investment assets and portfolios over the past 39-years (1970-2008) .The first portfolio is the traditional 60/40 portfolio which invests 60% in large US stock and 40% into bonds. The second portfolio is an age-based 60/40 portfolio where the investor’s age determines the percent allocation to bonds with the remainder invested in the 60/40 portfolio. Read More
