Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation

Alternative Investing News

Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation
Carlyle Group IncKKR & Co IncAres Management Corp
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Investors seeking to diversify from a stock and bond market that are each flashing cautionary signals are starting to look at alternatives.

The case for a 50/30/20 portfolio is growing as investors seek to diversify into alternatives as a hedge against a stock and bond market that are each flashing cautionary signals. Traditional balanced portfolios are allocated 60% toward stocks and 40% in fixed income. Investors who choose to incorporate alternatives within these portfolios generally earmark no more than 5% of their holdings toward the category, according to Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group.

3% — reflects concern over the government's precarious fiscal situation. Investors are concerned that the big federal spending policies proposed by both U.S. presidential candidates will cause a spike in rates. "Consumers aren't over-levered. Corporates aren't over-levered. I think that's why everybody's so focused on the U.S. debt," Yoshioka said. "Is the U.S.

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Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocationNever mind the 60/40 portfolio. There may be a case for a 50/30/20 allocationInvestors seeking to diversify from a stock and bond market that are each flashing cautionary signals are starting to look at alternatives.
Read more »



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