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My Current View Of The S&P 500 Index: March 2023 Edition - Seeking Alpha

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In this month’s article I outline why I am maintaining my 20% allocation to the SPDR S&P 500 Trust ETF (NYSEARCA:SPY), increasing my exposure to a 30% position in the iShares Russell 2000 ETF (IWM), and increasing my exposure to 50% in the iShares MSCI EAFE ETF (EFA). I will have no cash position. First, let me review my pension plan performance in February. The market, as measured by the S&P 500 index, lost 2.61% for the month as can be seen in Chart 1 below. As for my pension plan assets, I outperformed the index as my investment allocation lost 1.67% compared to a larger loss from the S&P 500.

seekingalpha.com     Mar 01, 2023