InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble
46 minutes Posted Oct 24, 2023 at 12:04 am.
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Investing in the 60/40 rule has been a consistent strategy for years – until 2023.

 

Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd.



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