SPHY - Revisiting The Simple Retirement Portfolios - 2023 Update

2024-02-08 10:32:25 ET

Summary

• I introduced the Simple Retirement Portfolios to investors more than three years ago.
• Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater yields and performance than comparable funds and indexes.
• The portfolios have mostly accomplished their goals and had strong returns during 2023.
• Interested in retirement portfolio ideas and funds? Read on.

I introduced the Simple Retirement Portfolios more than three years ago. Portfolios are meant to provide retirees with a simple, yet effective way to invest their retirement savings, with varying levels of risk, yield, and passive / active exposure. Portfolios hold a diversified set of equity and fixed income funds, with diversified exposure to most relevant asset classes. Portfolios are as follows:

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023....

For further details see: