Elevate Your 60/40 Portfolio With These Simple Tweaks

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Investment, Analysis, Mutual, Economic, Funds, Business, Christine Benz, Entrepreneurship, Trading, Independent, Finance, Investing, Bonds, Morningstar, Advice, News, Stocks, Etfs, Ideas

4.2 • 537 Ratings

🗓️ 20 February 2026

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Plus, the investments that could be better suited for a different bucket.

Transcript

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0:00.0	Please stay tuned for important disclosure information at the conclusion of this episode.
0:10.8	Welcome to Investing Insights. I'm your host, Ivana Hampton.
0:14.5	The 6040 portfolio has proven it's here to stay, but it can benefit from a refresh like other classics.
0:21.6	The Total Portfolio Approach refines the 6040.
0:25.4	It takes a closer look at the components of the plain vanilla portfolio
0:29.0	and considers how risky they are.
0:31.7	The goal is to help investors stay disciplined
0:34.3	as market conditions change for the better or worse.
0:38.1	Jason Kephart has written about the total portfolio approach.
0:41.8	He's a senior principle of multi-asset strategy ratings for Morningstar.
0:46.2	Welcome to Investing Insights, Jason.
0:48.3	Thanks for having me.
0:49.3	Awesome.
0:50.0	So what is the total portfolio approach and what makes it similar and different from a classic
0:55.2	6040 portfolio?
0:56.6	So it's kind of a different way of thinking about building a portfolio.
1:00.2	With a 6040 portfolio, you know, that's the classic 60% stocks, 40% bonds.
1:05.0	You're thinking much more about like what things are.
1:07.5	And with the total portfolio approach, kind of the nuance to it is you're kind of
1:10.2	thinking about how things behave and what their risks are. And not all stocks and bonds have the same risks.
1:16.6	So this is a little bit more of like trying to be more intuitive, I think, about constructing
1:21.2	portfolios. And this portfolio splits it into two parts. We have growth on one side. We have
	...

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