Classic 60/40

Testing Three Variations of a Leveraged 60/40

Nov 18, 2022 5 min read NTSX DBMF Leverage Capital Efficiency Classic 60/40

Heard on a podcast once that any idiot can run a portfolio backtest, but beware of their conclusions. Ladies and gentlemen, I resemble that remark, so here I am fiddling with a few leveraged 60/40s. No recommendations here, just testing some variations on a theme!

The Classic 60/40 Portfolio

Feb 18, 2022 3 min read Test Portfolios Classic 60/40

The benchmark of all benchmarks, this is the de facto traditional asset allocation portfolio: 60% in a broad equities fund, 40% in a broad fixed-income fund.