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The 60/40 portfolio (60% S&P 500 / 40% Bonds) is up nearly 2% year-to-date, while the S&P 500 is down more than 3%.  The passive 60/40 investment strategy is effective this year, just like it has been for most of the last the 20 years.

Why does the 60/40 #assetallocation work so well?  The 40% bond allocation is large enough to serve as a buffer, during dislocations, to preserve wealth.  The 60% equity allocation is large enough to build wealth, during economic expansions.

Performance, however, isn\\u2019t the whole story.  The 60/40 has had roughly 40% less risk than the all-equity #portfolio !!!

In other words, it is effective and a much smoother road to building wealth\\u2026maybe it is sexy.