Why 90/60 Is the New 60/40

The video discusses the ongoing debate between active and passive investing, focusing on a new twist to the traditional 60/40 portfolio. Jeremy Schwartz introduces the 90/60 balanced fund, which leverages equities and bond futures to provide $1.50 of exposure for every dollar invested. The fund targets institutional investors seeking diversification. The idea originated from a Twitter conversation and has been validated by market feedback and endorsements from industry leaders like Cliff Asness.

What is the concept of the 6040 balanced portfolio?

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How does the 9060 balanced fund differ from the traditional 6040 portfolio?

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Who is the target audience for the 9060 balanced fund?

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What are the potential risks associated with the 9060 balanced fund?

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How do bond futures contribute to the diversification of the portfolio?

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What was the origin of the idea for the 9060 balanced fund?

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What feedback did the creators of the fund receive from clients?

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