GenTrust Principal & CIO Jim Besaw and Head of Trading Nathan Kotler in Financial Planning

Beyond 60/40: Balancing risk, not asset classes

Whether one invested in long-dated bonds, Tesla stock, or with FTX, 2022 provided a sobering reminder that economic regimes change. Even the stalwart 60/40 portfolio had one of its worst years ever. A look under the hood of what drives asset class performance makes clear that the only surprise is that it took so long for 60/40 to crack. The question for investors: what provides a better alternative?

Read the whole piece here: