Using Vanguard’s VTI for stocks and VGL for bonds, the mix also significantly reduced volatility through the end of the first quarter.
The report says that held up despite April 2025 tariffs, last summer’s bombing of Iran, this year’s Iran war outbreak and a near-doubling in oil prices.
Dimensional’s Wes Crill argues higher stock-bond correlation and inflation fears do not undermine diversification, and says more complex alternatives such as buffered ETFs offer little clear advantage.
With oil prices surging after the Iran war, are the old rules of investing now permanently broken?
Are complex new investments truly better than the time-tested 60/40, or are they just adding hidden fees?
Amidst global conflict and soaring inflation, is the classic 60/40 portfolio still a safe bet for your retirement?