The debate over the 60/40 portfolio’s resilience in 2022 continues. Morningstar’s historical analysis shows the classic strategy has outperformed in nearly all major market crashes over 150 years. Despite criticism, the 60/40 approach offers diversification and balance between stocks and bonds, making it a solid starting point for investors.

Market volatility in 2025 has seen non-US stocks outperform, with a weak dollar benefiting international investments. Gold has surged 29%, making it a popular alternative asset class. Morningstar’s experts emphasize the importance of asset allocation, international exposure, and monitoring yields for future returns in the fixed-income market. The 60/40 portfolio remains relevant, but investors should tailor it to their individual goals and risk tolerance.

Read more at Morningstar: Should Investors Turn to the 60/40 Portfolio for Safety Today?