The 60/40 Is On Pace For Worst Year Since 1936

Stocks struggled to kick off the month of September as investors it is becoming more and more clear that we are in a recession. One of the biggest factors to that previous statement is that the 60/40 portfolio is on pace for its worst year since 1936. According to BofA the 60/40, made up of 60% stocks and 40% bonds, was down a staggering 19.4% year-to-date at the end of August, making it on track for its worst year since 1936. The poor performance of the 60/40 shows the true challenges that investors have had to deal with, it also shows that the investors have not come back in both the stock and bond market.