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1. • • The issue is that in a "50/50 portfolio" stocks are about twice as volatile as corporate bonds, if not a little bit more. So if you're 50/50 then you still have about 70%-75% of your risk in stocks and only 25%-30% in bonds. If you're aiming for higher quality securities on the bonds portion, then risk becomes even further skewed.
     seekingalpha.com/article/4073207-rethinking-50-50-portfolio

     Rethinking The '50/50 Portfolio' - Seeking Alpha

2. People also ask

   How risky is a 50/50 portfolio?

   • The issue is that in a "50/50 portfolio" stocks are about twice as volatile as corporate bonds, if not a little bit more. So if you're 50/50 then you still have about 70%-75% of your risk in stocks and only 25%-30% in bonds. If you're aiming for higher quality securities on the bondsportion, then risk becomes even further skewed.

   Rethinking The '50/50 Portfolio' | Seeking Alpha

   seekingalpha.com/article/4073207-rethinking-50-50-portfolio

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   Does a 50/50 portfolio have a negative return?

   • Our least aggressive asset allocation (30/70) avoided 2 of the five negative years, but both the 50/50 and the 70/30 suffered from negative returns in all 5 of the years. The annualized return (since 1970) for a 50/50 portfolio is 9.1%. This compares to 9.7% for 70/30 historical portfolio returns and 8.5% for 30/70 portfolio historical returns.

   Historical Returns of a 50/50 Portfolio (or 70/30 or 30/70) - FiPhysician

   www.fiphysician.com/a-conservative-asset-allocation-for-sequence-of-return-risk/

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   Is a 50/50 portfolio a good investment?

   • While there are many ways to mitigate sequence of returns risk, one tried-and-true method is to make your asset allocation more conservative. Look at recent history and see how a 50/50 asset allocation performs. If you are going conservative— de-risking —then a 50/50 portfolio is an excellent place to start. Figure 1 is busy but informative. Source

   Historical Returns of a 50/50 Portfolio (or 70/30 or 30/70) - FiPhysician

   www.fiphysician.com/a-conservative-asset-allocation-for-sequence-of-return-risk/

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   How much does a 50/50 portfolio return a year?

   • This led to a 50/50 portfolio return of 1.3% per year (again the majority of which came from the rebalancing bonus). Of course, this was at the bottom of a nasty bear market, but it’s not out of the realm of possibilities to expect low stock and bond returns from today’s levels.

   A Historical Look at a 50/50 Portfolio - A Wealth of Common Sense

   awealthofcommonsense.com/2015/04/a-historical-look-at-a-5050-portfolio/

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   What is a good asset allocation for a 50/50 portfolio?

   • In the middle, asset allocations are 30/70, 50/50, and 70/30. This is a great way to study expected future comparative returns of a 50/50 portfolio and less and more aggressive asset allocations. Also, most of us can remember this time well, so recency bias is substantial given the two significant recessions in this short period.

   Historical Returns of a 50/50 Portfolio (or 70/30 or 30/70) - FiPhysician

   www.fiphysician.com/a-conservative-asset-allocation-for-sequence-of-return-risk/

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   Is 50/50 a diversified portfolio?

   • No, 50/50 concentrates some ~80% in your risk in equities and ~20% in bonds (equities more volatile), so your portfolio risk will still be heavily dominated by equities. That's not a diversified portfolio. Bonds are also lower-returning, so that lowers your expected returns when simply throwing in the bonds as they are.

   Rethinking The '50/50 Portfolio' | Seeking Alpha

   seekingalpha.com/article/4073207-rethinking-50-50-portfolio

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3. www.fiphysician.com › a-conservative-assetHistorical Returns of a 50/50 Portfolio (or 70/30 or 30/70 ...

   www.fiphysician.com › a-conservative-asset

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   Given the sequence of return risk and the other retirement-specific risks, what asset allocation should I have? First, let’s look at a 50/50 portfolio’s historical returns. That’s a good place to start when discussing conservative retirement investing.

4. seekingalpha.com › article › 4073207-rethinking-50Rethinking The '50/50 Portfolio' - Seeking Alpha

   seekingalpha.com › article › 4073207-rethinking-50

   May 15, 2017 · 50/50 portfolios have large drawdowns, large fat-tail risk, less positive skew, and lower return per risk than a well-diversified one. Talking in terms of beta-related returns, 50/50 is a very ...

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6. www.bogleheads.org › forum › viewtopic70 years old with a 50/50 portfolio too aggressive ...

   www.bogleheads.org › forum › viewtopic

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   May 19, 2023 · A 50/50 portfolio is generally considered to be just fine for a 70 year old who has a sizable nest egg and relatively normal annual expenses (i.e. a typical Boglehead type). That said, asset allocation is very personal since tolerance for volatility is different from one person to the next.

7. www.investmentnews.com › industry-news › out-withOut with the old and in with the new: a 50% private markets ...

   www.investmentnews.com › industry-news › out-with

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   4 days ago · A 50% allocation to private markets is not an arbitrary choice. It is the optimal outcome of a new approach. Every risk factor, similar to an asset class, has a corresponding assumed return, risk ...

8. awealthofcommonsense.com › 2015 › 04A Historical Look at a 50/50 Portfolio

   awealthofcommonsense.com › 2015 › 04

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   Apr 2, 2015 · It’s nice to know that there’s never been a negative ten year return using a 50/50 portfolio, but the worst decade long stretch was barely positive with annual returns of less than 1% per year or a total return of just under 7%.

9. portfolioslab.com › portfolio › clevqbo3700010smjc550/50 Stocks/Bonds - PortfoliosLab

   portfolioslab.com › portfolio › clevqbo3700010smjc5

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   3 days ago · The current risk-adjusted rank of 50/50 Stocks/Bonds is 95, placing it in the top 5% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

10. www.morningstar.com › retirement › why-retirees-needWhy Retirees Need a Balanced Portfolio - Morningstar

    www.morningstar.com › retirement › why-retirees-need

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    Aug 9, 2023 · The 60/40, the 50/50, even the 40/60 portfolio tends to support the highest safe withdrawal amount.