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This recommended investment portfolio is one of 20+ mutual fund portfolios that we've
assembled for investors with different time horizons and risk-tolerance levels to consider.
Visit our Portfolio Finder to see them all.
For investors seeking good returns from accessible, low-cost funds 60% Stocks | 40% Bonds |
We asked Larry Swedroe, director of research for St. Louis-based Buckingham Asset Management, 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. His portfolio has roughly equaled the S&P 500's gain, but it did so with less volatility thanks to a healthy stake in bonds.