Jason Kephart
Senior principal of multi-asset manager research at Morningstar, specializing in multi-asset strategy and the total portfolio approach to portfolio construction.
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Feb 20, 2026 • 11min
Elevate Your 60/40 Portfolio With These Simple Tweaks
Jason Kephart, senior principal at Morningstar who researches multi-asset strategy, outlines a “total portfolio” refresh for the classic 60/40. He breaks holdings into growth and stability roles. He discusses which assets suit each sleeve, why some credit behaves like equities, and simple rebalancing examples to keep portfolios disciplined.
