Conservative Allocation Mutual Funds Based Portfolios
Recently, we received a user’s question/request on conservative allocation portfolios:
I have an interest in managing some money in a conservative portfolio. I have accounts at Fidelity, so I had some interest in the portfolio below. However, looking at the performance of this portfolio vs other conservative funds shown below, has me thinking, why would anyone follow this portfolio? It greatly underperforms the other options. I’d like to see a newsletter address your group’s current thinking on conservative portfolios. There has to be something better than Fidelity Conservative Allocation for Fidelity investors. Or this portfolio needs to be restructured.
The portfolio and comparison the user refers to is as follows:
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