Alternative Investments

60/40 Portfolios suck ass

In this report: Why 60/40 portfolios are no longer fit for purpose, the case for alternative investments in a high-inflation world, and the real cost/benefit of holding bullion. The charts will shock you.

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Now lets get into alternatives!

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So ask yourself: what can you park your capital in that doesn’t decay like mattress cash? Something that keeps pace with or outruns inflation? Gold? Rare items? Property? Fine wine? Art? Gold /Silver/Platinum bars? The area referred to as ‘Alts’ i.e. alternative investments.

This is why investment decisions matter. Most investors chase growth—buy at $20, sell at $100. But very few are good at picking long-term winners. Even Buffett warns against that game. What’s far easier is identifying assets that track—or better, outpace—inflation passively.

And in wartime? That edge matters more than ever. So when your financial advisor wants you to be in a 60/40 portfolio, you have to push back on the real returns. J.P Morgan recently released a paper looking at investment returns on the traditional 60/40 portfolio and how adding alts is something you really need.

Source: J.P.Morgan Asset Management.

Here is what adding alternatives does to your portfolio.