JPM's Bilton Sees 60/40 Returning 7.2% Over 10 Years

JPM's Bilton Sees 60/40 Returning 7.2% Over 10 Years

Assessment

Interactive Video

Business

University

Hard

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The video discusses the 60/40 portfolio strategy, which was previously considered ineffective but is now seen as viable for long-term investment. It highlights the importance of looking beyond short-term market fluctuations and focusing on long-term projections, with an expected return of 7.2% over the next decade. Despite recent market challenges, such as a significant drawdown and volatility, the underlying assets remain stable. The video encourages investors to plan for the long term, as current market conditions are resetting previous dislocations.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the speaker suggest about the future of the 6040 portfolio?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors should investors consider when planning for the long term?

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