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My Investment Picks For Retirees In 2024 -- Charles Bolin
Here are two multi/alternative strategy funds, with excellent risk/reward records, that a conservative retiree might also consider and that are available NTF at Fidelity:
- AQR Diversifying Strategies N (QDSNX) has a 3-year total return of 10.9% and a SD of 7.0%. - JP Morgan Hedged Equity (JHQAX) has a 3-year total return of 6.7%, a 5-year return of 9.0%, and a SD of 9.3%.
I stopped paying their $250 a year fee as I was not using most of the thousands (!) of recommendations.
Anybody got the article without the paywall?
Yes but it would require more formatting to cut-paste than I really care to do. And while there may be some outriders I'm not aware of, from what I can tell, most of the funds he mentions are well-known and well-discussed here anyway -- so no real surprises that I can (quickly) detect. (Though I do disagree w/some of those listed, but c'est life, right?)
Comments
Anybody got the article without the paywall?
- AQR Diversifying Strategies N (QDSNX) has a 3-year total return of 10.9% and a SD of 7.0%.
- JP Morgan Hedged Equity (JHQAX) has a 3-year total return of 6.7%, a 5-year return of 9.0%, and a SD of 9.3%.
Good luck,
Fred