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The first six months of 2020 produced a convulsive ride in the U.S. stock market that has redefined volatility. This performance review of the first half looks at the funds and ETFs that did best amid confusion.
When markets are erratic, there will always be a best choice of where to withdraw money from in a portfolio with separable investment buckets, whereas with a single ticker fund, there will only be one choice.
It is how cash protects in the short-run that matters—and particularly in buffering sequence-of-returns risk for new retirees.
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