The 80/20 Portfolio, Bipartisan Stocks and Slumpy Septembers
It gives wealth professionals a data-focused discussion of how ETF investors are allocated and how bond alternatives are being used in portfolios. It also examines seasonal ETF launch activity and the holdings lawmakers have in common.
Summary
By the markets & outlook deskThis Trillions episode digs into signals in ETF data, including the shift from a 60/40 default toward an 80/20 ETF asset mix and the role of buffers, covered calls and alternatives. The hosts are joined by Bloomberg Intelligence ETF analyst Athanasios Psarofagis and Bloomberg News reporter Isabelle Lee to discuss stock holdings shared by Republican and Democratic lawmakers. They also cover September's historical weakness for markets and why it is a busy period for new ETF launches.
- ETF assets used to be closer to 60/40 but are now about 80% stocks and 20% bonds.
- The discussion notes that stock price appreciation and a lack of rebalancing contribute to the 80% equity share.
- Bond ETFs make up 15% of total ETF assets, while buffers, covered calls and alternatives have stepped into the bond role.
- Lawmakers from both parties hold some of the same stocks, and a basket of those common names is said to have beaten others.
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