Moderator: Global Moderator
It’s not for me, but it’s an interesting idea.His rationale: Higher interest rates and high stock valuations imply a narrow equity premium—the additional return investors expect from stocks compared with risk-free government bonds. Investors can achieve a similar rate of return with less risk investing in a variety of fixed-income and stock investments.
Some may think this a contrarian strategy considering that the stock market has been hitting record highs. But that could also be a signal the market is nearing a correction, some financial pros say.
I see 2 new members in July. 2 in August. 2 on September 3, 2025. None of them has yet participated.stpeter wrote: ↑Sun Sep 07, 2025 8:19 am As if on cue given discussion about our quiet forum, The Wall Street Journal just published an article entitled "Three Alternatives to the Classic 60/40 Portfolio to Consider Now" and the first portfolio featured is the 4x25 PP (the other two are the All-Weather Portfolio and the 30/70 Flip Portfolio). Here are a few quotes:
"Dividing your portfolio equally in four asset categories—stocks, bonds, commodities and cash—is a well-balanced long-term diversification strategy for investors to consider..."
"This investment strategy is designed to perform well across various economic conditions including expansion, recession, inflation and deflation by balancing risk across a range of asset classes. The focus is on resilience and capital preservation as well as total returns..."
Perhaps we'll have more visitors soon.
Point was that the Wall Street Journal article has yet to bring anyone here.
