Portfolio Allocation
Featured
More on Portfolio Allocation
Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.
Tax-Deferred Retirement-Saver Portfolios for T. Rowe Price Investors
It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.
Tax-Deferred Retirement-Bucket Portfolios for T. Rowe Price Investors
The topnotch steward fields serviceable—or better—funds in all major asset classes.
Tax-Deferred Retirement-Bucket Portfolios for ETF Investors
These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.
5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio.
It’s Easier Than Ever for Fund Investors to Build a Good Portfolio
While the fund industry isn’t perfect, here’s how it has improved in the past 40 years.
What I’ve Done Right With My Portfolio
Christine Benz shares some of her investing wins. Was it luck or skill?
Do as I Say (Not as I Do)
On my failings as an investor.
Take This Simple Step As You Approach Retirement
Don’t wait until the last minute to fill your cash ‘bucket.’
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.
What Higher Interest Rates Mean for Retirement Cash Flows
Now that interest rates are higher, should retirees try to live off of their portfolios’ yields?
How Much Investment Is the Right Amount?
Don’t skip this critical question.
5 Steps to Spring-Cleaning Your Investment Portfolio
Portfolios can get unwieldy. Here’s how to reduce some clutter.
It’s Time to Clean Your Investment Portfolio
This is an opportunity to check in with yourself: Why are you investing?
Top 10 Things to Know About Building a Diversified Portfolio
Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.