The $47,120 Mistake: Why 60/40 Portfolios Are Losing in the Tariff Turmoil

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It’s as predictable as night following day: Stock markets crash, and we almost immediately hear more about the so-called “60/40 rule” as a way for investors to protect themselves.

Don’t fall for this overdone “rule of thumb” (which, as the name says, recommends putting 60% of your portfolio into stocks and 40% into bonds).

Today we’re going to look at a much better way—one that pays you 9.7% dividends and delivers far better performance, too.

2025 Is 2022 Redux for the 60/40 Crowd

Today’s setup reminds me of what I heard near the end of 2022, when stocks were crashing. Back then, many advisors were dredging up this old idea to help ease worried investors’ fears.… Read more

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