Decide what attributes you value most, then go from there.
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?
Our yield-focused portfolio delivers a lumpy cash flow.
Equity holdings perform well, while inflation hedges lag.
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.