as stocks and bonds rise and fall in tandem this year calls to rethink the popular assetallocation strategy known as the 6040 portfolio a mix of 60 stocks and 40 bonds are growing in a paper on enhancing the 6040 portfolio expected to be released today kkr ticker kkr the 475 billion alternativeasset manager calls the current macroeconomic environment “a regime change” necessitating a different asset mix the company says investors should consider instead a 403030 portfolio of 40 publicly traded stocks