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The 50/30/20 Portfolio:

hedgeco

3 months ago

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Structural Diversification in an Era of Correlated Volatility:

(HedgeCo.Net) The 60/40 portfolio—the bedrock of modern portfolio theory—was officially declared dead in the “Inflationary Shock” of 2022. By 2026, its successor has been codified: the 50/30/20 Portfolio (50% Public Equities, 30% Fixed Income, 20% Private Alternatives). This shift represents more than just a change in percentages; it is a fundamental rejection of the idea that public markets alone can provide sufficient diversific...

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