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?
Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.
Decide what attributes you value most, then go from there.
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.
Our yield-focused portfolio delivers a lumpy cash flow.
Equity holdings perform well, while inflation hedges lag.
The bucket strategy helps tee up near-term distributions and set long-term allocations.