Opportunities With a 60/40 Portfolio

Opportunities With a 60/40 Portfolio

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Interactive Video

Business

University

Hard

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The video tutorial discusses portfolio allocation strategies, focusing on the 60/40 and 30/70 models for balanced and conservative investors. It highlights the unusual market trend of both bonds and equities declining simultaneously, a rare occurrence in the past century. The current market offers attractive yields, especially in investment-grade bonds, which are recommended for stable returns. The tutorial also covers equity market strategies, emphasizing income-generating and growth-boosting investments, and compares investment-grade bonds with high-yield options, favoring the former due to better risk-reward ratios.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors should investors consider when choosing between income-generating and growth-boosting investments?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

Why is investment grade (IG) credit currently favored over high yield bonds?

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