{"id":11510,"date":"2023-12-17T20:13:29","date_gmt":"2023-12-17T20:13:29","guid":{"rendered":"https:\/\/connectwithfund.com\/markets\/classic-60-40%e2%80%b2-mix-of-stocks-and-bonds-surges-in-november-heads-for-best-performance-since-2020-bespoke-finds\/"},"modified":"2023-12-17T20:13:30","modified_gmt":"2023-12-17T20:13:30","slug":"classic-60-40%e2%80%b2-mix-of-stocks-and-bonds-surges-in-november-heads-for-best-performance-since-2020-bespoke-finds","status":"publish","type":"post","link":"https:\/\/connectwithfund.com\/?p=11510","title":{"rendered":"Classic \u201960-40\u2032 mix of stocks and bonds surges in November, heads for best performance since 2020, Bespoke finds"},"content":{"rendered":"<div id=\"js-article__body\" itemprop=\"articleBody\" data-sbid=\"WP-MKTW-0002775562\" role=\"document\">\n<p>A traditional mix of stocks and bonds soared in November, setting the 60-40 portfolio up for its strongest monthly performance since 2020, according to Bespoke Investment Group.\u00a0<\/p>\n<p>The classic holding of 60% stocks and 40% bonds has jumped about 7.3% this month through Wednesday on a total return basis, Bespoke said Thursday in an emailed note. That would be the best showing for the 60-40 portfolio since April 2020, making it potentially the second-best performance in more than 30 years, Bespoke said.\u00a0<\/p>\n<div class=\"paywall\">\n<div data-layout=\"inline\n                \" data-layout-mobile=\"\" class=\"\n          media-object\n          type-InsetMediaIllustration\n            inline\n  article__inset\n          article__inset--type-InsetMediaIllustration\n            article__inset--inline\n  \"><\/p>\n<p>          <!-- eventually when we know what this card will be we can change it and leave this one --><\/p>\n<figure class=\"\n        media-object-image\n        enlarge-image\n        img-inline\n        article__inset__image\n      \" itemscope=\"\" itemtype=\"http:\/\/schema.org\/ImageObject\"><\/p>\n<\/figure><\/div>\n<p>The U.S. stock market has seen big gains in November, with the S&amp;P 500 index rising 8.3% and heading for potentially its strongest month since July 2022, according to FactSet data, at last check. Meanwhile, the iShares Core U.S. Aggregate Bond ETF<br \/>\n        AGG<br \/>\n       was on pace for potentially its biggest monthly total return since December 2008, up around 4.7% in November based on Thursday afternoon trading.<\/p>\n<p>\u201cDespite the 7% surge in November, total returns for the 60\/40 stocks-bonds portfolio remain in a drawdown,\u201d said Bespoke. \u201cThe total return index is actually lower versus the peak from July, let alone the December 2021 all-time highs.\u201d<\/p>\n<p>The 60\/40 portfolio has traded below its \u201chigh water mark\u201d for 23 straight months, in its\u00a0third-longest drawdown since at least 1975, the note shows.<\/p>\n<div data-layout=\"inline\n                \" data-layout-mobile=\"\" class=\"\n          media-object\n          type-InsetMediaIllustration\n            inline\n  article__inset\n          article__inset--type-InsetMediaIllustration\n            article__inset--inline\n  \"><\/p>\n<p>          <!-- eventually when we know what this card will be we can change it and leave this one --><\/p>\n<figure class=\"\n        media-object-image\n        enlarge-image\n        img-inline\n        article__inset__image\n      \" itemscope=\"\" itemtype=\"http:\/\/schema.org\/ImageObject\"><\/p>\n<\/figure><\/div>\n<p>\u201cUnlike the last two, though, this drawdown is because of both equity and bond markets, rather than mostly thanks to equity market declines,\u201d Bespoke said. \u201cThe good news is that historically large gains have typically led to further advances for the 60\/40 portfolio.\u201d<\/p>\n<p>The U.S. stock market was trading mostly lower on Thursday afternoon, with S&amp;P 500<br \/>\n        SPX<br \/>\n       slipping 0.2% while the technology-heavy Nasdaq Composite<br \/>\n        COMP<br \/>\n       fell 0.8% and the Dow Jones Industrial Average<br \/>\n        DJIA<br \/>\n       climbed 0.8%, according to FactSet data, at last check. <\/p>\n<\/p><\/div>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/www.marketwatch.com\/story\/classic-60-40-mix-of-stocks-and-bonds-surges-in-november-heads-for-best-performance-since-2020-bespoke-finds-46397523?mod=markets\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A traditional mix of stocks and bonds soared in November, setting the 60-40 portfolio up for its strongest monthly performance since 2020, according to Bespoke Investment Group.\u00a0 The classic holding of 60% stocks and 40% bonds has jumped about 7.3% this month through Wednesday on a total return basis, Bespoke said Thursday in an emailed note. That would be the best showing for the 60-40 portfolio since April 2020, making it potentially the second-best performance in more than 30 years, Bespoke said.\u00a0 The U.S. stock market has seen big gains in November, with the S&amp;P 500 index rising 8.3% and<\/p>\n","protected":false},"author":1,"featured_media":11511,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-11510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Classic \u201960-40\u2032 mix of stocks and bonds surges in November, heads for best performance since 2020, Bespoke finds | ConnectWithFund<\/title>\n<meta name=\"description\" content=\"A traditional mix of stocks and bonds soared in November, setting the 60-40 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