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Bonds Fail Investors: Worst 60/40 Portfolio in 150 Years

7/18/2025

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Summary

Story summary

Bonds are no longer serving as a safe haven for investors, affecting portfolio performance.
The classic 60/40 portfolio has experienced its worst performance in 150 years, according to a Morningstar report.
Both stocks and bonds have declined since January 2022, with bonds unable to offset stock losses.
Diversification continues to be essential for managing market volatility effectively.

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Story summary

Bonds are no longer serving as a safe haven for investors, affecting portfolio performance.
The classic 60/40 portfolio has experienced its worst performance in 150 years, according to a Morningstar report.
Both stocks and bonds have declined since January 2022, with bonds unable to offset stock losses.
Diversification continues to be essential for managing market volatility effectively.