February 4, 2023

Is the 60/40 ratio for portfolio’s still applicable?

The portfolio ratio meant that, 60 percent of funds are put into equity and 40 percent are allocated to a fixed – income portfolio. However, the standing and forecasted market future is making it less likely that this mixture will still be successful. With interest rates increasing, alternatives are definitely worth looking at. For example, long- short investing or venture capital whereby the equity markets don’t need to spike in order for you to be successful. Although, suitability is a big factor, depending on what extent the investor is willing to pass up the liquidity of their funds

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Do you believe we need to change the mindset that has existed for years?

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