If you use an investment advisor, I'd bet that your portfolio is some derivative of the standard 60/40 allocation. That is, your portfolio is made up of 60% stocks and 40% bonds. Yeah, you might be +/- 10% here or there and how you fulfill those broad allocations might differ from others, but ultimately most portfolios are pretty much the same. More specifically, most portfolios are exposed to the same general factors.
The 60/40 Portfolio is Dead
The 60/40 Portfolio is Dead
The 60/40 Portfolio is Dead
If you use an investment advisor, I'd bet that your portfolio is some derivative of the standard 60/40 allocation. That is, your portfolio is made up of 60% stocks and 40% bonds. Yeah, you might be +/- 10% here or there and how you fulfill those broad allocations might differ from others, but ultimately most portfolios are pretty much the same. More specifically, most portfolios are exposed to the same general factors.