Portfolio Management – Charm

S&P 500 set-it-and-forget-it strategy due for a rethink: experts

Trevor Williams | DigitalVision | Getty Images The S&P 500 index closed at a new all-time high on Wednesday amid a federal government shutdown. It rose to a new intraday high early Thursday. Prior to that, the index — which is focused on large-cap U.S. equities — had risen almost 90% since the equity bull…

The 60/40 has had a painful ride, says Morningstar. What to consider now

Cs news10 months ago10 months ago09 mins

The once-dependable 60/40 portfolio has had a rough few years, but that doesn’t necessarily mean investors should count it out. The allocation of 60% stocks and 40% bonds typically provides less upside than an all-stock portfolio, but is expected to experience less of a decline during a market downturn. However, a recent analysis by Morningstar…