What is the current sentiment on 60/40 portfolios in the current macro? Still worth it as a primary investment strategy for long term holding or nah?
I've been looking into higher alpha 60/40 portfolio variants that go beyond traditional stocks/bond models and this is what I'm considering testing: https://i.imgur.com/IAu55ZA.png
It's a slightly different approach to a traditional 60:40 where it's weighted equally across 3 'pop bots' SOXL (semiconductor bull), SPXL (spy bull), TQQQ (tech bull). If that asset is neither overbought nor oversold, it looks to invest 60% in that asset, with 40% in bonds. Also this one trades daily.
Are you currently implementing 60/40? If so, what do your holdings look like?
Here’s how he invested his $500:
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$100 into Apple (AAPL) – UP 8.52%
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$100 into Microsoft (MSFT) – UP 25.62%
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$100 into GLDB ETF – UP 1.87%
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$125 into ATRFX Mutual Fund – UP 25.38%
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$75 into Starbucks (SBUX) – UP 10.34%
Overall, my grandson is up nearly 15% in the last year (vs the S&P 500’s 10%).
How do you think he did? Should I take all my investment advice from him?