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Traditional Portfolios Outperform Diversification in the Long Term
401(k) Specialist 
Apr. 15, 2026 "[Morningstar's] diversified test portfolio gained 18.3% in 2025, compared to 13.3% for a basic 60/40 portfolio consisting of U.S. stocks and investment-grade bonds.... [T]raditional methods outperformed in the long-term ... Over a 10-year period, 60/40 portfolios delivered higher risk-adjusted returns at 9.55%, compared to 8.19% for diversified portfolios. In two decades, traditional portfolios returned 9.68% relative to 7.13% for diversified portfolios." MORE >> |
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