Say Hello to the Pizza Pie Portfolio

Published on: April 6th, 2022

The 60/40 portfolio construction is largely in the rearview mirror for serious investors. Rising bond yields and major declines for stocks with sky-high valuations pose a problem. This report offers an attractive solution to these pain points: the pizza pie portfolio. In the current macro environment, investors need to contend with rising inflation and rate hikes while finding a nicely balanced and diversified portfolio. The six pieces of the portfolio, including Chinese government bonds, Swiss healthcare stocks, and short-term Latin American notes, offer just that. With a negative correlation amongst these assets and strong growth and hedging capabilities, the pizza pie portfolio acts as an optimal portfolio for investors looking to capitalize on growth opportunities.


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