60/40 Portfolio Performance with Alt Assets
Interesting analysis from Marcobond Financial lthat simulates the returns of a classic US 60/40 portfolio, but with additional assets incorporated in increments of 10% or 20% -- reducing the original proportions of US Stocks and Bonds accordingly.
Among the 11 additional assets they analyzed, only Bitcoin,Gold and ESG-focused equities have shown potential to enhance returns. Conversely, incorporating other assets such as European or emerging market equities, US cash or high-yield bonds may dilute the portfolio's overall returns
Among the 11 additional assets they analyzed, only Bitcoin,Gold and ESG-focused equities have shown potential to enhance returns. Conversely, incorporating other assets such as European or emerging market equities, US cash or high-yield bonds may dilute the portfolio's overall returns
$Bitcoin (BTC.CC)$ $MicroStrategy (MSTR.US)$ $Taiwan Semiconductor (TSM.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $iShares Russell 2000 ETF (IWM.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $SPDR S&P 500 ETF (SPY.US)$ $SPDR Gold ETF (GLD.US)$ $Gold Trust Ishares (IAU.US)$ $Nikkei225 Bull 2x ETF (1579.JP)$ $ESG Investing (BK2571)$
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