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An Adaptive Solution to The 60/40 Problem

A typical 60/40 carries more risk than many balanced investors desire. How can you address this 60/40 problem?

The 60/40 problem is the result of historically low interest rates, historically high stock valuations, and an underestimation of future risks in both stocks and bonds.

Join Simplicity Solutions and Blueprint Investment Partners to learn about an alternative approach. This webinar will highlight how a systematic plan for allocating assets according to the current market environment can:

  • Diversify a portfolio across 8 major global asset classes in a single investment vehicle
  • Naturally adjust allocations when there are uptrends/downtrends in each asset class
  • Generate lower volatility than a traditional growth allocation
  • Deliver about the same amount of risk as a 60/40 portfolio, but with the return expectation of an 80/20 allocation
  • Help your clients stay anchored to the plan by leaving no room for emotional decision making during times of euphoria or fear

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Call details

Date: Tuesday, May 25, 2021
Time: 3:00 PM EST
(45 minutes)


Hosted by:

Scott Grayson, VP of Sales

Featured Speaker:

Jon Robinson,
CEO & Co-Founder
Blueprint Investment Partners

 
 
 
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Jon Robinson is CEO & Co-Founder of Blueprint Investment Partners. He's been building systematic trading systems since 2003 based on a belief that processes and data are superior inputs for making investment decisions.

 
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Simplicity Solutions, LLC is an investment adviser registered with the SEC's. Visit Simplicity Solutions's website for further information and full disclosures. Simplicity Solutions, LLC and BluePrint Investment Partners are not affiliated, and neither are responsible for the liabilities of the other. Past performance is no guarantee of future results.

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