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Portfolios Shift: 80% Stocks, Gold and Bitcoin Surge

11/29/2025

50 11 Full Breakdown

Summary

Story summary

Portfolios balanced at 60% stocks and 40% bonds have shifted toward more than 80% stocks due to market trends.
In 2025, international stocks outperformed U.S. stocks, suggesting greater international exposure.
Gold and bitcoin may dominate portfolios after recent gains.
Adjustments inside tax-deferred accounts, like IRAs, can improve tax efficiency in a strong market where few categories posted losses over the past year.

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Story summary

Portfolios balanced at 60% stocks and 40% bonds have shifted toward more than 80% stocks due to market trends.
In 2025, international stocks outperformed U.S. stocks, suggesting greater international exposure.
Gold and bitcoin may dominate portfolios after recent gains.
Adjustments inside tax-deferred accounts, like IRAs, can improve tax efficiency in a strong market where few categories posted losses over the past year.