Sitka Pacific

Investment Management

To schedule a consultation and complimentary portfolio review, visit Investment Management.

Macro Value Monitor

Providing investors with historical context behind the current market environment.  Click here to visit.

The Standard 60/40 Portfolio Yield

The current underlying yield of a standard 60/40 portfolio of U.S. stocks and bonds is shown below.

After reaching a record low of 2.14% in 2021, the underlying yield of a standard portfolio has increased to 3.47% at the start of 2025. The yield of stocks and bonds remains near prior secular low yields of the past century, recorded in 1901, 1929, 1965, and 1999. Low yields represent a dilemma for U.S. investors.

Sitka Pacific U.S. 60/40 Portfolio Yield 2025 Q1

At Sitka Pacific, client portfolios are diversified among asset classes and global equity markets which represent both a good value and the opportunity for sustainable growth. Recent valuations of equity markets around the world are highlighted below.

Learn more at Investment Management and Getting Started.

Sitka Pacific U.S. 60/40 Portfolio Yield March 2023

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The Standard 60/40 Portfolio Yield

The current underlying yield of a standard 60/40 portfolio of U.S. stocks and bonds is shown below.

After reaching a record low of 2.14% in 2021, the underlying yield of a standard portfolio has increased to 3.47% at the start of 2025. The yield of stocks and bonds remains near prior secular low yields of the past century, recorded in 1901, 1929, 1965, and 1999. Low yields represent a dilemma for U.S. investors.

Sitka Pacific U.S. 60/40 Portfolio Yield 2025 Q1

At Sitka Pacific, client portfolios are diversified among asset classes and global equity markets which represent both a good value and the opportunity for sustainable growth. Recent valuations of equity markets around the world are highlighted below.

Learn more at Investment Management and Getting Started.

Sitka Pacific U.S. 60/40 Portfolio Yield March 2023

Subscribe To Our Mailing List

* indicates required

Investment Management

Before investing, we will discuss your goals and risk tolerances with you to see if a separately managed account at Sitka Pacific would be a good fit. To contact us for a free consultation, visit Getting Started.

Macro Value Monitor

To read a selection of recent client letters and be alerted when new letters are posted to our public site, visit Recent Client Letters.