Episode #251: Is the 60/40 Portfolio Dead?... Introducing the New 60/20/20


In 1952, a Nobel Peace prize was awarded to Harry Markowitz, thanks to his mathematical portfolio construction that provided and maximized risk-based returns. He designed this using non-correlated diversified assets in a portfolio, basically 60% in stocks and 40% in bonds. But the question is, how does this portfolio perform in the current economic environment in 2022?

In this episode of Money Script Monday, Brian illustrates a new portfolio design to further diversify retirement plans and mitigate risks like market volatility and running out of money.

Resources Provided for This Episode

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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Brian Manderscheid

Brian Manderscheid is the Vice President of Case Design at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.


This information is meant for educational purposes only.

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