Home » 60/40: the Investing.com portfolio

60/40: the Investing.com portfolio

by admin
60/40: the Investing.com portfolio

© Reuters.

Optimism continues in stock markets, with a slight slowdown in US labor market data and a decreasing PCE fueling the possibility of a rate cut in the first half of the year by the Fed.

Returning to the indices, these are the weekly performances:

: +1.74%
: +0.95%
: -0.11%
: +0.44%
: +1.81%
: +2.15%

As regards the portfolio, below we report the updated performance:

Since the beginning of the year, the portfolio is positive at +3.89%, while from the start of the portfolio in February 2023 (55 weeks) to today, the portfolio remains positive (+10.18%). The benchmark is positioned at +8.90%, below management.

As readers of our articles, you can take advantage of our stock market strategy and fundamental analysis platform InvestingPro at a reduced price, with an additional 10% discount on the annual plan.

Below is the current composition. Given the valuations on shares (higher than the historical average) and bonds (at decidedly interesting valuations), it leads me to slightly increase the composition of the second asset class by reducing the first, with the aim of reducing the risk Drawdown on any corrections.

The portion of liquidity still in the portfolio increased slightly (just over 7%) which is maintained for precautionary purposes so as to be used in the future.

I remember the basic assumptions:

Departure: February 2023
100,000 euros initial capital
Time horizon: 31.12.2030
Initial composition: 60% shares and 40% bonds, raw materials, liquidity approx
Rebalancing: semi-annually

Until next time!

“This article was written for information purposes only; it does not constitute a solicitation, offer, advice, consultancy or investment recommendation as such it is not intended to encourage the purchase of assets in any way. I would like to remind you that any type of asset is evaluated from multiple points of view and is highly risky and therefore, every investment decision and the related risk remain the responsibility of the investor”

You may also like

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy