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Tag Archives: 60/40
All the year end results are in so its time to update the performance of the retirement portfolios that I track. I’ll quickly review 2012 performance for the IVY portfolios, the Permanent Portfolio, and the traditional 60% /40% stock-bond portfolio. Then I’ll put them in context of their long run performance which adds some key insights. 2012 was a great year for stocks so portfolios dominated by stocks did very well. The SP500 finished the year up 16% which lead to a great year for the 60/40 portfolio with a performance of 11.5%. The IVY buy and hold portfolio did … Continue reading