Enhancing Portfolio Management: Diversifying Beyond the 60/40 Rule

Wednesday, 30 April 2025, 19:06

Portfolio management has evolved, urging investors to rethink fixed income funds and the traditional 60/40 allocation. BlackRock emphasizes that amid market volatility, bonds and ETFs like iShares Core U.S. Aggregate Bond and the S&P 500 Index might not suffice. Investors should consider innovative investment strategies for improved returns.
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Enhancing Portfolio Management: Diversifying Beyond the 60/40 Rule

Rethinking Portfolio Management

As market conditions shift, traditional portfolio management approaches are often inadequate. BlackRock's new perspective suggests that focusing solely on the historic 60/40 allocation may leave investors vulnerable amid volatility.

Diversification Beyond the Norm

  • Fixed Income Funds: Explore alternative options like the BlackRock Flexible Income ETF.
  • Growth Allocation ETFs: Consider offerings such as the iShares Core Growth Allocation ETF for balanced growth.
  • Bond Investments: Evaluate funds like the iShares Core U.S. Aggregate Bond ETF to meld stability with growth opportunities.

Such investment strategies aim to create a more resilient portfolio that accommodates fluctuations in the financial markets.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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