Is the 60/40 Portfolio Dead?

Is the 60/40 Portfolio Dead?

How Alternatives Can Help Diversify and Generate Long-Term Growth

In 2022, the “60/40” portfolio had the worst year on record. This begs the question, is the 60/40 portfolio dead? To help investors achieve their financial goals, many are considering alternative investments as an opportunity to further diversify their portfolio.

You and a guest are invited to enjoy complimentary food and drinks as you learn about alternative investments for potentially enhancing returns and minimizing portfolio risk. Join Opal’s Jesse Giordano, Gino Carollo, and Andrea Coleman, Principal of Private Wealth Solutions from Hamilton Lane, as they discuss how alternatives are gaining in popularity with individual investors, and what opportunities there may be for you to participate.

Is the 60/40 Portfolio Dead?
Date: Wednesday, January 18, 2023
Time: 5:30 PM to 7:30 PM
Location: Opal Wealth Advisors, 2 Jericho Plaza, Suite 208, Jericho, NY 11753 (Map)
Catered food and drinks will be served

Don’t miss out as we cover:

  • The potential benefits of incorporating alternatives in your portfolio
  • Current potential opportunity in the Private Equity Secondaries Market
  • Intro to Hamilton Lane’s Secondary Fund VI and Private Assets Fund

Register today to reserve your seat!
Please RSVP by January 16th – and feel free to bring a guest!

Event date is past.

Investment in Alternatives is for Accredited Investors only. Investment in private investment funds (“Alternatives”) involves various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints, and lack of transparency of the underlying investments. Unlike liquid investments that a client/investor may maintain, private investment funds do not provide daily liquidity or pricing. OWA charges an investment advisory fee in addition to the fees of the private investment funds.