October 31, 2022 By Tim Nyland, CFA

The Pacific Point Alternative to the Failed 60/40 Asset Allocation Model

tag-icon #assetmanagement #assetallocation #investments #financialadvice #financialfreedom #financialadvisor #wealthpreservation

This week, Pacific Point’s Director of Research Tim Nyland, CFA:

• Introduces the Pacific Point Stable EarningsTM family of core equity portfolios as an alternative to the failed 60/40 asset allocation model.

• Illustrates the return drawdown and risk/return profile of the Pacific Point Stable EarningsTM Core Model Portfolio versus two randomly chosen mutual funds commonly used by financial advisors and individual investors to satisfy 60/40 asset allocation requirements.

• See the return drawdown and risk/return profile of the Pacific Point Stable EarningsTM Core Model Portfolio versus the Blackrock 60/40 (BIGPX) and Fidelity Asset Manager 60% (FSANX) all relative to the S&P 500!

• If you are a financial advisor or high net worth individual investor, you will not want to miss this webinar!