
SCHD And QQQ: The New 60-40 Portfolio (Bitcoin And Gold Edition)
Seeking Alpha
Published: Aug 30, 2026, 06:00 PM GMT+9
Blue Harbinger Investing Group Leader Follow Summary US policies have pushed many investors into a new and riskier version of the classic 60-40 balanced portfolio, where SCHD and QQQ-type stocks fill the traditional bond and stock allocations. Further, bitcoin and gold are increasingly the "protest assets" of choice for many investors fed up with government debt and inflation risks. After reviewing the impacts of DC's behavior, we conclude with a strong opinion about investing (and allocating assets to SCHD and QQQ-type stocks) in this new and riskier market paradigm. Looking for a helping hand in the market? Members of Big Dividends PLUS get exclusive ideas and guidance to navigate any climate. Learn More » SCHD & QQQ: The New 60-40 Portfolio (Blue Harbinger) Khanchit Khirisutchalual/iStock via Getty Images US government policies have broken the traditional 60-40 portfolio and continue to pressure many investors into a new, riskier 60-40 version (and riskier alternative asset classes altogether, such This article was written by Blue Harbinger 21.03K Followers Follow Helping you manage your own investments. I founded Blue Harbinger in 2015 after managing multibillion-dollar investment portfolios for a private pension fund and for a large bank in Chicago. I am happy to share a small subset of my investment idea reports on Seeking Alpha. Chicago Booth MBA.Mark D. Hines | https://www.markdhines.com Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCHD, QQQM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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