Aly Chiman
February 22, 2020
3:28 am
News

Armchair Millionaire: Model Portfolio: Implementing the #1 Armchair Investing Strategy

The Model Portfolio

Implementing the #1 Armchair Investing Strategy

Portfolio

The Dreyfus Corporation is one of the nation’s oldest and largest mutual fund companies.

Here are the funds you can choose in the Dreyfus family if

you’d like to implement the #1 Armchair Investing Strategy:

Market Fund

Underlying Index

Dreyfus S&P 500 Index Fund

Standard & Poor’s 500

Dreyfus Small Cap Stock Index Fund

Standard & Poor’s SmallCap 600

Dreyfus International Stock Index Fund

Morgan Stanley EAFE

Fidelity Investments is one of the nation’s largest mutual fund companies and a popular choice in many employer retirement plans.

Here are the funds you can choose in the Fidelity family if you’d like to implement the #1 Armchair Investing Strategy:

Market Fund

Underlying Index

Spartan Market Index

Standard & Poor’s 500

Spartan Extended Market Index

Wilshire 4500

Spartan International Index

Morgan Stanley EAFE

One of the largest discount brokers in the country is Charles Schwab. Their Mutual Funds Marketplace includes a large variety of no-load, no transaction fee mutual funds.

Here are the funds you can choose at Charles Schwab if you’d like to implement the #1

Armchair Investing Strategy:

Market Fund

Underlying Index

Schwab Standard & Poors 500 Fund

Standard & Poor’s 500

Schwab Small Cap Index Fund

Schwab Small Cap Index

Schwab International Index Fund

Schwab International Index

The king of no-load stock market funds is the Vanguard Group. Their S&P 500 market fund, the Index Trust 500, is the largest mutual fund in the country.

Here are the funds you can choose at the Vanguard Group if you’d like to implement the #1 Armchair Investing Strategy:

Market Fund

Underlying Index

Vanguard Index Trust 500

Standard & Poor’s 500

Vanguard Index Small Cap

Russell 2000

Vanguard Total International

Morgan Stanley EAFE and Select Emerging Markets (Free) Index

Another popular investment company is broker Charles Schwab. While Schwab offers an S&P 500 market fund in their no-load mutual funds marketplace, the majority of their market funds track proprietary Schwab market indexes. The Schwab International Index Fund and the Schwab Small Cap Index Fund come closest to tracking the EAFE and Russell 2000 indexes in the #1 Armchair Investing Strategy.

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