Synthos Research · Portfolio & strategy · all questions · the Conviction Board
Is the 60/40 portfolio dead?
The experts we track have effectively rebuilt it: the '40' is the problem (long-bond conviction: 28/100 — bonds no longer hedge inflationary shocks, they ARE the taxed asset). The distilled replacement: real assets and bills take much of the bond sleeve's job (hard assets 90/100). Same diversification goal, different tools.
Synthos Score (parent prediction): 28/100 · graded in public
Synthos Research · synthosresearch.com · as of July 6, 2026 · distilled from 53,000+ dated, attributed expert claims, weighted by verified track record · updated weeklyWant the full picture? The complete call — the dialectic, what would change our mind, and the live change-log — is on the prediction page. Track it and we'll email you the moment it moves.