How Did the 'Saver' Portfolios Perform in the First Half?
Amid a risk-on market, the most aggressive and stock-heavy portfolios performed best.
If the books were closed on 2019 thus far, it would go down as a heck of a year for investors.
The same goes for my core Mutual Fund and Exchange-Traded Fund Saver Portfolios. Thanks to widespread strength in core asset classes, all of the portfolios logged double-digit gains in the year's first six months. As with my "Bucket" portfolios, whose performance I recapped last week, the equity-heavy Aggressive and Moderate versions of the Saver portfolios outperformed the more bond-heavy Conservative versions. (The Aggressive and Moderate Saver portfolios hold 95% and 80% in stocks, respectively, whereas the Conservative versions hold just a bit more than half of their assets in stocks.)
Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.