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Why your ‘balanced’ portfolio is probably out of whack

Strong share market gains mean a 60 per cent allocation to equities in March 2020 now looks more like 75 per cent,

Maziar NikpourContributor
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Sharemarkets around the world have hit record highs this year, propelling the equity valuations of many investment portfolios upwards.

A combination of strong corporate earnings results and forecasts, and expectations that economic conditions will continue to improve over 2024, have fuelled the share prices of many companies.

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Maziar Nikpour is the senior manager of the investment strategy group at Vanguard.
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    Original URL: https://www.afr.com/wealth/personal-finance/why-your-balanced-portfolio-is-probably-out-of-whack-20240306-p5fac3