Rethinking 60/40: The Case for Defensive Equities

2021.08 Reaves 6040 Whitepaper MockupComplete the form on this page to download the investment brief.

For decades, investment advisers have served their clients well by using the classic 60/40 rule as a starting point for portfolio diversification. But it may be time to reconsider the traditional asset allocation model. This investment brief explores how investors may substitute a slice of their bond allocation to improve returns without moving too far up the risk spectrum.

 


Reaves Asset Management is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Reaves is a privately held, independently owned “S” corporation organized under the laws of the State of Delaware.

The information provided in this blog does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Investors should consider the investment objective, risks, charges and expenses of all investments carefully before investing. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur.

Past results do not guarantee future performance. Further, the investment return and principal value of an investment will fluctuate; thus, investor’s equity, when liquidated, may be worth more or less than the original cost. This document provides only impersonal advice and/or statistical data and is not intended to meet objectives or suitability requirements of any specific individual or account.

All investments involve risk, including loss of principal.
All data is presented in U.S. dollars.
Cash is cash and cash equivalents.
An investor cannot invest directly in an index. 
Important Tax Information: Reaves Asset Management and its employees are not in the business of providing tax or legal advice to taxpayers. Any such taxpayer should seek advice based on the taxpayer’s own individual circumstances from an independent tax adviser.
Fees: Net performance reflects the deduction of advisory fees which are described in detail in our Form ADV Part 2A.
Please contact your financial professional, or click the following links, for a copy of Reaves’ Form ADV Part 2A and Form CRS.

Please review these links: Reaves Asset Management’s Privacy Policy and Cookie Policy.
Additional information about Reaves may be found on our website:  www.reavesam.com.
2021 © Reaves Asset Management (W. H. Reaves & Co., Inc.)