Vanguard Reversal: Why the 60/40 Portfolio Has Flipped (And What to Buy Instead)

Описание: Vanguard's Chief Investment Officer has made a bold recommendation—shifting asset allocation away from the traditional 60/40 stock/bond split. In this video, I break down why Vanguard is suggesting this reversal, dive into the recent performance of different asset classes, and share my own portfolio rotation strategy.

We'll cover:
-The historical performance of the S&P 500, mid-cap, and small-cap stocks.
-The case for investing in international stocks (Europe, Asia, emerging markets) and bonds.
-Why commodities like gold and silver might offer crucial diversification and inflation protection.
-A look at specific Vanguard ETFs I'm considering for my own portfolio, including VDE, VGK, VPL, and BNDX.
What are your thoughts on this major portfolio shift? Let me know in the comments below!

Chapters
0:00 Introduction
0:20 Who is Vanguard?
1:48 Vanguard’s new position
3:15 My reaction to this change
4:00 Relative asset class returns
11:03 Red flags for markets
14:42 ETFs I’m rotating into
17:45 Conclusion

Rotational ETFs
VGK
VPL
VDE
VNQI
VOE
VBR
SIVR
IAU
BNDX

Disclaimer: This video is for informational purposes only and is not financial advice. Please do your own research and consult a financial professional before making investment decisions.