In my view, a balanced portfolio for this new TAMA era consists of assets with high Sharpe Ratios and low correlations to both equities and bonds. Those include gold, Bitcoin, cash-like assets, and alts. Personally, I would place all of those uncorrelated assets in what used to be the 40 bucket (now more like 20/20).
As for the 60, the above-mentioned mean reversion between US and non-US equities is a real opportunity to keep the 60 going, even if the US secular bull market is cresting.
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