Elevate Your 60/40 Portfolio With These Simple Tweaks
Plus, the investments that could be better suited for a different bucket.
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Show Notes
The 60/40 portfolio has proven it’s here to stay, but it can benefit from a refresh like other classics. The total portfolio approach refines the 60/40. It takes a closer look at the components of the plain-vanilla portfolio and considers how risky they are. The goal is to help investors stay disciplined as market conditions change for the better or worse. Jason Kephart has written about the total portfolio approach. He’s a senior principal of multi-asset manager research for Morningstar.
How a Total Portfolio Approach Can Improve the 60/40 Portfolio
Morningstar’s Tax-Planning and IRA Resources for 2026
On this episode:
00:00:00 Welcome
00:01:20 Total Portfolio Approach vs 60/40 Portfolio
00:01:52 How Growth and Stability Work
00:03:30 Why High-Yield Bonds Wouldn’t Go into Stability
00:04:30 Stocks That Might Be Better Suited for Stability than Growth
00:06:52 Challenges of the Total Portfolio Approach
00:08:49 How Investors Can Use This Strategy
Watch more from Morningstar:
Why REIT ETFs Still Work as Real Estate Slumps
How to Make the Most of Your IRA in 2026
3 Winners and 3 Losers from Emerging-Market Funds’ Big Rally
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