Friday, April 17, 2026

Stocks-Bonds Portfolio Mix

You’re Probably Overinvested in Bonds
https://www.wsj.com/opinion/youre-probably-overinvested-in-bonds-1a498844
The usual advice is to hold only 60% of your assets in stock. If you’re wealthy, a 90/10 split is far better.


How to build a portfolio when bonds fail to buffer stocks
https://www.economist.com/finance-and-economics/2026/04/14/how-to-build-a-portfolio-when-bonds-fail-to-buffer-stocks
The classic hedge has fallen apart, but don’t dump it just yet.

Stocks Are Back at Records, but Bond Investors Haven’t Joined the Party
https://www.wsj.com/finance/investing/stocks-are-back-at-records-but-bond-investors-havent-joined-the-party-ccba508d
Bond yields and oil futures are still trading above where they were at the start of the Iran war.