Classic 25/25/25/25 asset allocation posts strongest gain since 1933
Updated
Updated · Zacks Investment Research · May 7
Classic 25/25/25/25 asset allocation posts strongest gain since 1933
11 articles · Updated · Zacks Investment Research · May 7
The balanced portfolio of stocks, bonds, cash and commodities is up about 26% in 2026 through late April, with commodities leading as Invesco's DBC rose about 40% and BNO more than doubled.
Inflation fears tied to rising oil prices also lifted TIPS and cash-like holdings, while US equities remained resilient, with SPY up about 6%, QQQ more than 11% and semiconductor fund SMH nearly 40%.
The report says geopolitical tensions, supply disruptions and the Iran conflict have favoured diversification, as gains in commodities, inflation hedges and liquidity offset more moderate returns elsewhere.
With commodities and AI stocks soaring, is the 'safest' portfolio now facing the biggest bubble risk?
If geopolitical conflict is the new engine for market returns, how should investors fundamentally rethink risk?
As AI drives both economic growth and an energy crisis, which industries will capture the real long-term value?