The 60/40 portfolio is dead.
Persistent inflation and rising market volatility have made the old "set-it-and-forget-it" portfolio strategy obsolete. The market has changed—higher rates, higher inflation, and bigger risks demand a dynamic, risk-managed approach.
Over the past three years, cumulative inflation has surged by 22%.
Reality check: In 2022, both stocks (-19%) and bonds (-22%) dropped—exposing the flaws of the 60/40 strategy. It took over two years just to break even. The outdated, set-it-and-forget-it 60/40 strategy no longer provides the protection investors once relied on.
Think of the 60-40 portfolio like following an old, coffee-stained roadmap in a city that's completely changed. New roads, unexpected detours, traffic patterns—if you stick to the old roadmap, you’re going to get lost.
There's a #BetterWay. Hedgeye’s investment process is like a real-time GPS. The Hedgeye investing process offers a dynamic, risk-managed approach - designed to guide you through the twists and turns in an era of sticky inflation and rising market volatility.
That’s why I wrote "Master The Market: A Hedge Fund Manager's Guide to Process and Profit"—sharing my 24 years of experience for FREE. It will give you a solid understanding into how I approach risk-managing the markets.
Join successful investors around the globe already using our process to preserve, protect, and grow their wealth.
It’s time to rethink your portfolio. Download the book. Let's go.
