About four months ago, I wrote about the Simple Retirement Portfolio, meant to provide retirees with, well, a simple retirement portfolio, but one meant to outperform comparable indexes and funds, while providing retirees with a strong yield and all the diversification they need. I thought an update on the portfolio’s performance might be of interest to readers and investors, especially considering recent heightened market volatility.
The portfolio as a whole has performed as expected, moderately outperforming its index with gains of 9.30%.
The portfolio’s equity picks have also slightly outperformed the S&P 500, due to a greater focus on international equities and the mid-cap sector.
The portfolio’s fixed income picks have significantly outperformed the broader bond market, due to a savvy selection of funds and management alpha.
Strong results these past few months, expect more of the same in the coming years. That is the goal at least.