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UTF - Retirement: The Near-Perfect Portfolio Revisited
Cohen & Steers Infrastructure Fund Inc
A few months ago, we wrote an article here on Seeking Alpha about a portfolio strategy that we like to call NPP (Near Perfect Portfolio) strategy. This was when the virus-induced countrywide lockdowns had just started, and the stock market and the broader economy looked in deep trouble. The future looked dark and uncertain. Don’t get us wrong. Some of those uncertainties in the broader economy still overhang even though the stock market has made a spectacular recovery. Nonetheless, the recent jobs report points to a much faster recovery than most economists had anticipated. However,