A ‘set-it-and-forget-it’ investment strategy may not outperform in 2025
A person walks past the New York Stock Exchange at Wall Street in New York on Feb. 3, 2025.
Angela Weiss | AFP | Getty Images
A “torrid two-year stretch” prompted the S&P 500 to gain around 70%, but that momentum is stalling, Morgan Stanley Wealth Management said in its investment strategy research this week.
Consequently, the days of the “set-it-and-forget-it” approach, where individual investors reaped large gains just by parking their stocks in an S&P 500 index fund buoyed by the Magnificent Seven, may be over.
“The ‘set it, forget it’ is done,” said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management. “We can’t set it and forget it because there’s new considerations every morning when you walk in the door.”
The…
