How Return Stacking May Enhance Portfolio Diversification

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Re-Thinking the '40' in 60/40: How Return Stacking May Enhance Portfolio Diversification

For decades, the 60/40 portfolio – 60% equities and 40% bonds – has served as a foundational asset allocation model for investors. It's simple, time-tested, and grounded in a core belief: when stocks struggle, bonds typically offer stability.

But markets evolve, and recent years have shown that bonds may not always offer the same protective benefits, especially during inflationary shocks. Advisors seeking to diversify more effectively may want to consider new tools that build on the principles of the 60/40 portfolio – while enhancing the '40' to make it potentially more robust.

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