Portfolio Drift

How a classic 60/40 portfolio* would have shifted if left untouched

Asset mix as of...

Three donut charts showing how a classic 60/40 portfolio would have shifted if left untouched in the years 2020, 2023, and 2025.

(Please use a modern browser to see the interactive version of this visualization)

Note: *Stock portfolio is invested in the S&P 500 and bond portfolio is invested in the Bloomberg U.S. Aggregate Bond Index. Data for each year are through Nov. 30.

Source: Morningstar Direct