60-40
Lance Roberts described changes to his 60-40 allocation: adding five-year duration, rebalancing shorter maturities, rotating equities from growth toward value, and taking profits in technology holdings 1. He also argued that bonds should be assessed for their income and portfolio role rather than judged solely by price, while Adam Taggart highlighted the same income-focused perspective and acknowledged opportunity cost if rates rise substantially 1.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
0 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
See what your own voices say about 60-40, every morning.
Start a desk