Sitka Pacific

Investment Management

Before investing, we will discuss your current investments, your risk tolerances, and your priorities to see if partnering with Sitka Pacific would help you achieve your goals.  To learn more about our approach, visit Investment Management for more information. To contact us for a consultation, visit Getting Started.

Macro Value Monitor

A publication discussing Monetary History, Market Myths, Investing Legends, and Real Global Value.  To view sample issues and subscribe, click here.

The Standard 60/40 Portfolio Yield

The yield of a standard 60/40 portfolio of U.S. stocks and bonds is shown below. The U.S. 60/40 Portfolio Yield is composed of the average yield from Treasury bonds along with the underlying, sustainable earnings yield of the S&P Composite.

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. A yield of 3.70% is among the lowest portfolio yields in history prior to the past decade.

“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

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

The Standard 60/40 Portfolio Yield

The yield of a standard 60/40 portfolio of U.S. stocks and bonds is shown below. The U.S. 60/40 Portfolio Yield is composed of the average yield from Treasury bonds along with the underlying, sustainable earnings yield of the S&P Composite.

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. A yield of 3.70% is among the lowest portfolio yields in history prior to the past decade.

“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

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

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.