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Tactical Asset Allocation

Benchmark Portfolios Monitor

Benchmark Portfolios Monitor

Equity still dominant, but the 60/40 portfolio offers better protection for the month

In June, the 60/40 limits losses better than all peers, but year-to-date leadership remains with the Buffett Portfolio. A comparative analysis of return, volatility, and risk quality.

8 July 2026 · fs_admin · 6 min
Documento Zero · 18 June 2026 · fs_admin

Document Zero – Benchmark Portfolios Monitor

The Benchmark Portfolios Monitor is designed to provide context for portfolio performance, comparing different investment philosophies across return, risk, and consistency over time.