![]() ![]() ![]() This category, which contains 14 low-cost index funds and ETFs, is designed to help you assemble your core portfolio, which you're likely to hang on to for years and which represents the bulk of your assets. We reconfigured the list into three broad categories, based on how elaborate you want your portfolio to be.īuilding-block funds. Rather than grouping funds based on the types of stocks or bonds they own, the new MONEY 50 categorizes funds based on how you might use them.įor instance, do you plan to use them as building blocks for the core part of your portfolio? Or will you hold them in small doses, to customize your strategy?ĭespite those changes, the purpose of the list remains the same: to help you build a balanced portfolio that will get you to your most important financial goals, such as putting your kids through college or achieving a comfortable retirement. In addition to being more concise, the list is organized differently. That is in part why we overhauled the list. stock funds has beaten this approach over the past five years, raising doubts about whether you need to sift through scores of funds to create a diversified and effective portfolio. ETFs, which are baskets of securities that you can buy and sell throughout the day, are now part of the mainstream.
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