Ayako Yoshioka, Portfolio Consulting Director at Wealth Enhancement, was featured by CNBC in, “Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation.”
“It’s not about whether or not the S&P 500 is going to continue to be the leadership or not. I think it’s about what insurance policy do you have if it doesn’t continue to be the leader,” Yoshioka said. “You need to have some sort of diversification aspect, in case it switches somewhere and having exposure — whether it’s bitcoin, gold, international, small cap, an alternative asset — those are areas in which you can get that diversification, again, in case that leadership does change.”
Access the full article written by Sarah Min here.
