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We asked William Larkin, a fixed-income manager at Cabot Money Management, in Salem, Mass., to suggest simple, low-cost portfolios that relied heavily to exclusively on index funds. The idea was to show that you don't have to use fancy investments to earn a good return.
Larkin initially excelled with a stock-free portfolio but modified his portfolio in January 2010. He believes that the global economy will improve in 2010 and that the Federal Reserve will start to increase short-term interest rates later this year. In particular, he's adding investments that he thinks will perform well in an environment of rising inflation.
The changes admittedly stretch the concept of a simple portfolio.