About this episode
Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots. The Benefits of Portfolio Diversification How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes? Why the Well-Diversified Portfolio Struggled in 2023 Is it Worth it to Invest Beyond the 60/40 Portfolio? Why Interest Rate Pivots Are Painful and Encouraging Is There an Interest Rate Pivot Right Now? Do Bonds Still Provide a Diversification Benefit? Which Bonds are the Best Portfolio Diversifiers? The Role of Cash in an Investment Portfolio Key Takeaways Read about topics from this episode. How Did Diversified Portfolios Hold Up in 2023? Why Simpler Has Been Better for Portfolio Diversification How Rising Interest Rates Change the Relationship Between Stocks and Bonds Which Bonds Provide the Biggest Diversification Benefit? Top 10 Things to Know About Building a Diversified Portfolio What to watch from Morningstar. Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride Maximize Credit Card Points for Better Trips and Rewards Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Short-Term Market Volatility Could Provide Long-Term Investing Opportunities Read what our team is writing: Ivanna Hampton Amy Arnott Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.