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Classic 60 / 40

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Sticking With Tradition

“Simplicity is the ultimate sophistication” - Leonardo da Vinci’s adage could just as easily apply to investing. The basic portfolio-allocation model of 60% stocks, 40% bonds has stood the test of time and provided generations of investors and financial advisors with a balanced investment approach. The strategy behind the 60-40 rule lies in modern portfolio theory, which prescribes that diversifying asset classes often can provide returns at lower volatility. In fact, between 1969 and 2009, a 60-40 index portfolio delivered just 2% lower returns than a 100%-stock portfolio, but with 40% lower volatility.[1] The strategy can also outperform tactical asset allocation strategies over different time periods.[2] See more
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Motif Index 1 YR Return
Classic 60 / 40 Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
58.8% Stocks 2.0%
20.0% Vanguard MSCI Emerging Markets ETF VWO 7.8%
19.4% 8xxxxxxx 8xxxx 8xxxx 8xxxxx 8xx 8xx 88.8%
19.4% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxxxx 8xx 8xx 88.8%
41.2% Bonds 0.3%

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