The balanced portfolio strategy seeks to provide moderate risks and returns by taking advantage of both the higher growth potential of stocks and the capital protection of bonds (talk about the best of both worlds).
Our guest speaker, also a writer from Dollars and Sense, Sashi explained, “the 60/40 portfolio is a variation of a balanced portfolio strategy”. He then elaborated on how the mix of investments in a balanced portfolio changes based on an investor's time horizon, willingness to take on risk, and financial goals.
How did the 60/40 portfolio perform over the years compared to other portfolios, say 100% stocks or 100% bond portfolios? Why was 2022 an awful year for the 60/40 portfolio?
Tune in to our podcast episode for the answers!
Listen to Shashi Kumar, Writer from Dollars and Sense, speak on why and how one can get started on the balanced portfolio strategy. You can also read his article on Why The 60/40 Portfolio Could Still Be Relevant In 2023 Despite Underperforming Last Year.
Receive first-hand news on the latest bond issues, credit updates and special events when you join us on our Telegram channel at https://t.me/bondsupermart!