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.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
We make a minor adjustment and check up on the performance of this ETF-oriented portfolio ideal for retirees with long time horizons.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
In case a layoff 'comes of of nowhere,' we prep a portfolio for liquidity and long-term growth.
Is now an opportune time to add exposure to these hard-hit asset classes?
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.