The Wall Street Journal

The trusted 60-40 investing strategy just had its worst year in generations

The trusted 60-40 investing strategy just had its worst year in generations
(Image: Getty)
The Wall Street Journal
By Eric WallersteinOver their 50 years of marriage, Dave and Kathy Lindenstruth adopted a time-honoured Wall Street strategy to safeguard and grow their retirement nest egg: a mix of 60% US stocks and 40% bonds known as the 60-40 portfolio. Now, it is failing them.“There have been some days more recently where I’ve looked at my portfolio and gone ‘oh, crap,’” Dave Lindenstruth said.Though the Lindenstruths added even more bonds to protect against losing their principal as they aged, their holdings are still do...

More World

US tariff risk less than expected for FPH, Jarden says
Economy

US tariff risk less than expected for FPH, Jarden says

Jarden says tariff-related impacts on earnings would be "nominal" by 2030.

Wall Street reels as Trump’s plan sinks markets
Markets

Wall Street reels as Trump’s plan sinks markets

The president’s sweeping tariffs proved far more severe than investors predicted.

Trump’s tariffs: where things stand
Markets

Trump’s tariffs: where things stand

The basics of the US president’s far-reaching protectionist agenda.

X and xAI megdeal breaks Wall Street’s rulebook
Technology

X and xAI megdeal breaks Wall Street’s rulebook

The merger is still raising dealmakers' eyebrows.