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A $1 Million 60/40 Portfolio Pays Just $1,900 a Month in Retirement Income. Here’s What Retirees Are Holding Instead
['David Beren', 'Wed', 'August', 'At Pm Gmt', 'Min Read']
Yahoo Finance
Quick ReadA $1 million 60/40 portfolio yields only $1,900 monthly, well short of the $4,000 to $5,000 most retirees need to cover expenses.
In 2022, stocks and bonds fell simultaneously, delivering a 17% loss and exposing the 60/40 model's core diversification flaw.
Retirees are replacing low-yield bonds with covered-call funds, dividend ETFs, and annuities to generate income without selling shares.
The problem is that when you look at what a traditional 60/40 portfolio actually generates in monthly income on its own, the number is smaller than most retirees expect.
(Sponsor)In 2022, a well-diversified 60/40 portfolio declined by roughly 17%, with both stocks and bonds falling simultaneously as the Federal Reserve raised rates aggressively.