On bond worries, changes at PIMCO, and the intangible virtue of peace of mind.
Readers cite diversification, inflation-hedging advantages as reasons to hold on.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
We employ actively managed mutual funds and a stock-heavy portfolio mix.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Equity holdings perform well, while inflation hedges lag.
Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.
Whether you're hunting for bargains or seeking simple solutions when investing your 2013 IRA contribution, we've got some ideas for you.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.