The classic portfolio breakdown is 60% stocks and 40% bonds, with the idea that the two asset classes move in opposite directions and will counterbalance each other in bad times. That concept went wrong in the nasty investing climate of 2022, when both types of securities tanked. We asked Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., how to approach asset allocation now.
Larry Light: What’s your take on 60/40 now?
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