According to Charlie Bilello, a 60/40 portfolio delivered total returns of +18.0% in 2023, +15.5% in 2024, and +13.6% in 2025, countering the December 2022 claim that the 60/40 portfolio is dead (source: Charlie Bilello, X, Jan 4, 2026). For traders, these consecutive gains provide a concrete multi-year benchmark for balanced allocations when evaluating performance versus other strategies (source: Charlie Bilello, X, Jan 4, 2026). Crypto takeaway: use the reported 60/40 returns as a comparative hurdle when assessing digital asset allocations and risk budgeting over 2023-2025 (source: Charlie Bilello, X, Jan 4, 2026).

According to Stock Talk (@stocktalkweekly), consolidating their stock portfolio at the end of 2023 resulted in a remarkable +431% total return since January 1, 2024, significantly outperforming the S&P 500's +25% gain during the same period (source: Stock Talk Twitter, June 5, 2025). The detailed drawdown chart highlights the volatility and risk management required for such active stock picking strategies. For traders, this performance underscores the potential for outsized gains through disciplined portfolio consolidation and diligent research. The success of such active strategies may also impact crypto traders' appetite for risk, as capital may shift toward high-performing equities, influencing liquidity and volatility in both markets.