Sitka Pacific

Investment Management

When you contact Sitka Pacific, we’ll begin by discussing your priorities and risk tolerances, and reviewing your current investments. We will then craft an investment plan to help you achieve your goals.

To schedule a consultation and complimentary portfolio review, visit Getting Started.

To learn more about our approach, visit Investment Management.

Macro Value Monitor

A publication providing investors with historical context to aid the examination of the current market environment.

The Standard 60/40 Portfolio Yield

The 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 of U.S. stocks and bonds rose to 3.70% at the end of 2022.

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

“What the chart below signifies, above all else, is the rebirth of active, value-anchored management. It has been a long time coming, and it appears to be just the beginning.”

Brian McAuley, December 2022 on LinkedIn

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The Standard 60/40 Portfolio Yield

The 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 of U.S. stocks and bonds rose to 3.70% at the end of 2022.

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

“What the chart below signifies, above all else, is the rebirth of active, value-anchored management. It has been a long time coming, and it appears to be just the beginning.”

Brian McAuley, December 2022 on LinkedIn

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.