UTF - Three Funds For A Cautiously Optimistic Portfolio
2024-04-30 12:42:54 ET
Summary
- Three funds to consider for a cautiously optimistic portfolio: Cohen & Steers Infrastructure Fund, abrdn Healthcare Opportunities Fund, and Schwab US Dividend Equity ETF.
- Infrastructure companies provide stability and predictable dividends, while healthcare is essential and poised for growth.
- Schwab Dividend Equity ETF focuses on stable, dividend-growing companies and has performed well during draw-downs.
Introduction
In my practice as a financial advisor, I get asked a lot of variations of the question, "What fund should I buy if I'm scared of a correction?"...
Three Funds For A Cautiously Optimistic Portfolio