Tag Archives: diversified portfolio

If you have a portfolio, you might find this message and the accompanying chart (SEE BELOW to view) interesting. Yes, the S&P 500 has made a number of new all-time highs in recent weeks and has earned 11.27% year to date (YTD) But most folks don’t invest ONLY in the S&P 500. They also invest in various types of bonds, small US stocks, international stocks, commodities (gold, oil, etc.) and so on for a diversified portfolio. I’ve attached an image YTD comparison of various index returns … Continue reading