If it made sense to roll out that diversification guide last week, it makes sense to give you an even better
In recent years the majority of money going to mutual funds ended up in high-octane, tech-heavy growth funds. Now that the tech-laden
is down more than 60% over the past 12 months, taking many of these funds with it, you might be feeling the urge to fill out your portfolio with less aggressive value-oriented funds. That's where we come in.
In the past we showed you a humbly labeled
Perfect Portfolio to show you what one diversified portfolio looks like. We also built a
Low-Maintenance Portfolio for those of you who don't need or want to obsess over your portfolio. But since many of you are probably looking for just one or two stock funds to balance things out, a compilation of our Big Screens might be worth a look.
As you may know, on Tuesdays, Thursdays and Saturdays the Big Screen X-rays a fund category looking for a short list of solid choices. Below is a guide to recent screens that cover different fund flavors. We've included the percentage of the
Wilshire 5000 Total Stock Market Index
that each U.S. stock fund category comprises. In addition, we've added recent screens of foreign and bond fund categories. How much of your portfolio belongs in those categories, that's up to you.