Equity holdings perform well, while inflation hedges lag.
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Do these funds deserve all that money?
Do risk and return go hand in hand over the long term?
We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
A robust team will divide up his responsibilities.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
Emerging markets are hot, and here are some benchmarks to ensure you don't go overboard.