FYI: 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.)
Regards,
Ted
https://www.morningstar.com/articles/935976/how-did-the-saver-portfolios-perform-in-the-first-.html
