How a 60-40 Portfolio Performed in the Lost Decade

Lucas and Luna revisit the 2000-2009 'Lost Decade' to test the classic 60-40 stock-bond portfolio. They walk through actual annual returns, the role of bonds as a shock absorber, and why diversification didn't feel good even when it worked. The episode uses real S&P 500 and long-term Treasury data to show how the 60-40 mix eked out a small positive return while stocks lost half their value. They also discuss why the 60-40's reputation as 'dead' is premature and how sequence risk during a flat decade can devastate a retiree drawing down. The hosts tie the lesson to today's market in July 2026, where many investors wonder if bonds will again provide that ballast. No hot takes—just data and a sober look at what worked. #LostDecade #60-40Portfolio #StockMarketCrash #BondReturns #Diversification #SequenceOfReturnsRisk #RetirementPlanning #S&P500 #LongTermTreasuries #BearMarket #Rebalancing #PortfolioSurvival #WealthBuilding #FexingoBusiness #BusinessPodcast #Finance #Investing #CompoundGrowth Keep every episode free: buymeacoffee.com/fexingo