Hi Forum,
Happy New Year! We’ve been 50% S&P 500 (FXAIX) and 50% US Total Bond Fund (FXNAX). As my spouse and I approach retirement (in about 5 years), we’ve started to wonder whether we should invest the non-equity portion of our portfolio into CD’s, TIPS, or a money market fund. Our reason for becoming less comfortable with FXNAX is that it hasn’t always gone up when stocks have gone down and the 3 and 5 year returns have been negative. Thoughts and/or suggestions?
As always, many thanks!
Atticus713
Happy New Year! We’ve been 50% S&P 500 (FXAIX) and 50% US Total Bond Fund (FXNAX). As my spouse and I approach retirement (in about 5 years), we’ve started to wonder whether we should invest the non-equity portion of our portfolio into CD’s, TIPS, or a money market fund. Our reason for becoming less comfortable with FXNAX is that it hasn’t always gone up when stocks have gone down and the 3 and 5 year returns have been negative. Thoughts and/or suggestions?
As always, many thanks!
Atticus713
Statistics: Posted by Atticus713 — Tue Dec 31, 2024 12:17 pm — Replies 1 — Views 68