These mutual fund and ETF investing tips can freshen your portfolio

From Dow Jones & Company:

1. ETF’s strategy has been working, with low price-to-earnings valuation and high growth rates for long-term success.
2. Bond investors should remain cautious as the current rebound is considered just a bear-market rally.
3. The S&P 500 is projected to continue outperforming the Russell 2000 due to the ‘winner-take-all’ economy mindset.
4. A more selective small-cap index has shown better performance than the Russell 2000, suggesting alternative options for quality small-cap stocks.
5. The S&P 500’s first five trading days could impact the full-year performance, with 2024 showing potentially poor performance based on historical trends.
6. The ‘January Effect’ has no significant lasting impact for stock and stock-fund investors, debunking the myth of early trading days predicting long-term outcomes.



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