Investments
The 60/40 Portfolio
If 2022 ended today, it would rank as the 8th worst calendar year performance for the U.S. Equity Markets. However, as we all know, very few investors are 100% S&P 500 exposure. Therefore, to see how a traditional 60% equity/40% fixed income portfolio would have done we looked back over the previous 100 years. In doing so, this would rank as the 6th worst calendar year performance – ranking between the Great Depression of 1930 and World War II in 1941.









