Modern Portfolio Theory

The Investor’s Dilemma

Most individual investors’ portfolios include only two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did well over the most recent ten years from 2011 – 2021. 

Atlas – Our Portfolio Development Process

Our process at Atlas is different from most firms in the video accompanying this blog we were asked some specific questions about our process.

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