Anatomy of a bull's portfolio
Premise: Stocks set for even bigger run-up
The S&P 500 is knocking on a new all-time high and has risen 35.5% over the past three years. But that hasn’t stopped Lee Munson, principal at Portfolio LLC, from positioning his client portfolios for an even bigger run-up in stocks. They are now allocated 70% to stocks and 30% to bonds. Mr. Munson has no plans to alter the strategy, as he thinks stocks have more opportunity. Here is his model portfolio.