Better Than Balanced...Eight Portfolios That Beat a Balanced Allocation

The following eight strategic allocation portfolios have a risk-adjusted return over the past 41 years that is better than a Blended Portfolio consisting of 60% stocks and 40% bonds. These portfolios have the same level of risk as the Blended Portfolio, but have significantly better returns.

These portfolios are taken from the VizMetrics "One Million Strategic Portfolios" analysis. A free PDF showing 1,544,066 strategic portfolios is available as part of a VizMetrics Investor subscription.

More detailed asset allocations from the "One Million Portfolios" are available in a VizMetrics Investor subscription.