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JPM - 60/40 Portfolio - 3.5% returns
07-04-2020, 09:02 AM
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#1
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Full time employment: Posting here.
Join Date: May 2019
Posts: 520
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JPM - 60/40 Portfolio - 3.5% returns
https://www.marketwatch.com/story/jp...ear-2020-07-01
JPM saying that the 60-40 portfolio will be a 3.5% bonanza in coming years.
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07-04-2020, 09:17 AM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,351
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Before paying any attention to the article I would like to review JPM's comprehensive and audited record comparing past predictions with actual results. Wait .. wait! There is no such document?!??! I wonder why.
Amazing coincidence there, too, that they are recommending "hybrid" and very profitable products that JPM just happens to offer.
This kind of stuff is just pornography for investors.
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07-04-2020, 09:18 AM
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#3
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Recycles dryer sheets
Join Date: Aug 2019
Posts: 319
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 Quote:
Originally Posted by MichealKnight
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so bump it to down to 20% bonds? How are the junk bonds a good choice for that hybrid 40%....? Kind of taking more of a risk
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07-04-2020, 09:32 AM
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#4
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Recycles dryer sheets
Join Date: Aug 2019
Posts: 319
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Quote:
Originally Posted by OldShooter
Before paying any attention to the article I would like to review JPM's comprehensive and audited record comparing past predictions with actual results. Wait .. wait! There is no such document?!??! I wonder why.
Amazing coincidence there, too, that they are recommending "hybrid" and very profitable products that JPM just happens to offer.
This kind of stuff is just pornography for investors.
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The comments on the article support your point ... 
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07-04-2020, 10:00 AM
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#5
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,299
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Quote:
Originally Posted by OldShooter
Before paying any attention to the article I would like to review JPM's comprehensive and audited record comparing past predictions with actual results. Wait .. wait! There is no such document?!??! I wonder why.
Amazing coincidence there, too, that they are recommending "hybrid" and very profitable products that JPM just happens to offer.
This kind of stuff is just pornography for investors.
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Yup.
Perhaps in the short term one might consider individual bonds holding to maturity vs. bond funds, but could be too much work for most.
__________________
TGIM
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07-04-2020, 10:28 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,373
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Quote:
Originally Posted by MichealKnight
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I guess that those 3.0% and 3.5% 5-year CDs that we gourged on in 2019 will be looking pretty good on a risk adjusted basis.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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07-04-2020, 12:20 PM
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#7
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Full time employment: Posting here.
Join Date: May 2019
Posts: 520
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Yup
Quote:
Originally Posted by pb4uski
I guess that those 3.0% and 3.5% 5-year CDs that we gourged on in 2019 will be looking pretty good on a risk adjusted basis.
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Yes, perhaps very good choices.
I think we're in a country and world that will forever reward debt and frivolous spending. And penalize saving.
Some days I want to build up a bigger rental home portfolio, put them in LLC's...and then when the crash comes just walk away, let the bank and taxpayer take the hit, and maybe I can be on the news "yeah times are tough. I had a gun to my head I was forced to buy the nice granite and stainless steel stuff and lease my dumb Audi".
I fantasize about. But at this point tis just fantasy.
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07-04-2020, 12:35 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Jan 2013
Location: SoCal, Lausanne
Posts: 4,408
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I have corporate notes/bonds that pay 4.25% to 7.875% and I bought them well below par so my actual return will be much higher. I am concentrated in telecom, technology, biotech, and pharma. They are all trading above par now. My CDs are paying 3.1% to 3.25% and my cash in my money market account is yielding 1%. Stocks and bonds that the market perceives as survivors are grossly overpriced and those that have been slaughtered are value traps headed to zero.
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07-04-2020, 02:04 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,351
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Quote:
Originally Posted by Dtail
... Perhaps in the short term one might consider individual bonds holding to maturity vs. bond funds, but could be too much work for most.
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That might be a good strategy on a stand-alone basis, but IMO taking any action based on this kind of monkey babble is dumb.
Develop and implement a strategy, regardless of any monkey babble. If facts on the ground justify changes, then consider them.
Warren Buffet: “ The only value of stock forecasters is to make fortune-tellers look good."
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07-04-2020, 02:42 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,931
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Quote:
Originally Posted by MichealKnight
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It's not JPM saying this, it is these two JPM "strategists". There are many JPM analysts/strategists making predictions all across the spectrum.
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