URTH - How To Set Up A 60-40 Portfolio Ahead Of Rate Cuts In H2 2024

2024-06-28 07:37:01 ET

Summary

• I believe that the typical portfolio composition of 60-40 remains a highly prudent choice for an individual's portfolio.
• Starting with two ETFs, for equities the URTH ETF and for bonds the BNDW, I think it is necessary today to make structural changes.
• For equities, geographically, I watch emerging economies with interest. From a sector perspective, European REITs. For capitalization, I favor U.S. small-cap growth.
• For bonds, I think there is great value in European government bonds.

In my financial choices, I always suppose starting from 60-40, and I assume that the portfolio is totally invested in two great classics of the market:

60% of the equity is 100% invested in the iShares MSCI World ETF ( URTH ) On the other hand, 40% of the bond is entirely invested in the Vanguard Total World Bond ETF ( BNDW )....

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