Investment Management
Macro Value Monitor
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. 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
For solutions to the 60/40 Dilemma, visit Getting Started.
April 2023 Memo: Intelligent Investing Finally Returned in 2022
October 2022 Memo: The 20 Percent Most Investors Are Missing in Their Portfolio
June 2021 Memo: On Resiliency, and a Solution to the 60/40 Dilemma
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. 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
For solutions to the 60/40 Dilemma, visit Getting Started.
April 2023 Memo: Intelligent Investing Finally Returned in 2022
October 2022 Memo: The 20 Percent Most Investors Are Missing in Their Portfolio
June 2021 Memo: On Resiliency, and a Solution to the 60/40 Dilemma
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.
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