Classic 60/40 kev nqis peev zoo pom qhov rov qab phem tshaj hauv 100 xyoo. Yuav ua li cas yog 40/60?

Cov cai ntawm tus ntiv tes xoo hauv kev nqis peev zoo li tsis siv rau hauv kev tua neeg ntawm 2022 hauv kev lag luam nyiaj txiag.

Cov neeg tawm tswv yim rau 60/40 cov ntaub ntawv sib cais, tsim los txhawm rau txhawm rau nce siab ntawm cov khoom lag luam, tab sis muab cov tub ua lag luam downside tiv thaiv hauv daim ntawv cog lus, tau pom cov tswv yim kev nqis peev zoo hauv xyoo no hauv kev ua yeeb yam zoo.

Ntau dua li tsim nws qhov nruab nrab 9% rov qab los, lub tswv yim hloov pauv tau xa cov thundering rho tawm 30% rov qab rau xyoo-rau-hnub (saib daim duab), kos nws qhov phem tshaj plaws nyob rau hauv ib puas xyoo, raws li BofA Global.

Lub tswv yim 60/40 lub cev qhuav dej ntawm 2022 yog qhov phem tshaj hauv kwv yees li 100 xyoo


BofA Ntiaj Teb

Qhov ntawd ua rau kwv yees qhov phem tshaj rov qab rau 60/40 lub tswv yim txij li tom qab xyoo 1929, raws li BofA Global.

Kev lag luam nyiaj txiag tau ntxhov siab rau xyoo no raws li Tsoom Fwv Teb Chaws Reserve tau ua haujlwm kom nce tus nqi los tawm tsam kev nce nqi uas tau daig ze li 40-xyoo siab ntev dua li qhov xav tau.

Kev nyeem ntawv kub ntawm kev nce nqi rau hnub Thursday ua rau muaj kev kub ntxhov siab heev, dab tsi Rick Rieder, tus thawj coj peev nyiaj txiag rau ntiaj teb cov nyiaj tau los ntawm BlackRock Inc.,
BLK,
-2.66%

npe otsis yog hnub "craziest" hauv kev lag luam nyiaj txiag, hauv kev xam phaj nrog MarketWatch's Christine Idzelis.

Rieder kuj tau hais tias classic 60/40 portfolio faib, nrog rau cov hlais loj tshaj plaws hauv cov khoom lag luam thiab ib qho me me hauv cov ntawv cog lus, tsis muaj kev nkag siab ntxiv lawm. Muab hnub no cov nyiaj tau los ntau dua, tshwj xeeb nrog 2-xyoo Treasury yield
TUBMUSD 02Y,
4.510%

ntawm 4.5% nws xav tias 60% faib yuav tsum mus rau daim ntawv cog lus.

Qhov nce siab hauv 10-xyoo Treasury tus nqi
TUBMUSD 10Y,
4.023%

Xyoo no txog li 4% tau hammered rov qab rau hauv lub lag luam daim ntawv cog lus thiab ratched nce nqi qiv rau cov tsev neeg thiab cov koom haum twb reeling los ntawm kev nce nqi siab.

Cov khoom lag luam tau poob ntxiv rau hnub Friday, nrog S&P 500
SPX,
-2.37%

poob li ntawm 1.7% ntawm daim tshev kawg, tab sis tawm kwv yees li 24% ntawm lub xyoo dhau los. Dow Jones Industrial Nruab Nrab
DJIA,
-1.34%

tau tawm 250 cov ntsiab lus, tab sis poob qis li 18% ntawm lub xyoo thiab Nasdaq Composite Index
COMP,
-3.08%

yog trading 2.3% qis hnub Friday thiab nqis 33.5% rau lub xyoo.

Kuj nyeem: Vim li cas tus qauv 60/40 mam li nco dheev muaj txoj sia nyob dua

Source: https://www.marketwatch.com/story/classic-60-40-investing-strategy-sees-worst-return-in-100-years-bofa-11665767447?siteid=yhoof2&yptr=yahoo