Portfolio Mix Average Annual Return Best Year Worst Year Years with a Loss 100% bonds 6.3% 45.5% (8.1%) 20 out of 96 80% bonds and 20% stocks 7.5 ... have found that an optimal portfolio will ...

"Most of the widely used professionally managed portfolios ... optimal asset allocation in their portfolio to target a desired level of risk and return. For example, while a 60/40 portfolio of ...

The REIT is down 22% this year through Dec. 23, the worst 2024 performance of any stock on this list. However, analyst Nathan Schmidt says Prologis has a unique portfolio of highly desirable ...