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UPDATE DATE
This disclaimer was last updated on 08/09/2023.
05/06/2021
Abbey Capital Limited
This analysis provides a brief summary of the key points from our latest white paper: Low bond yields and the 60/40 portfolio.* It covers:
*Defining the 60/40 portfolio
The 60/40 portfolio is a common industry benchmark portfolio representing a portfolio of 60% equities and 40% bonds. For the purposes of this document, the 60/40 portfolio consists of 60% S&P 500 TR Index and 40% JP Morgan US Government Bond Index. Performance figures that combine S&P 500 TR Index and the JP Morgan US Government Bond Index are hypothetical. While based on the actual historical data of each, results are purely the product of simulation and there was no actual trading or actual profits for these scenarios. An explanation of the indices can be found on page eight of this document. The actual historical returns of the S&P TR Index and JP Morgan US Government Bond Index can be found on page 28 of the white paper. Please see page seven for information about the inherent limitations of hypothetical performance results.
