As a member of the 401(k) committee, Russ Kinnel talks about what he looks for when recommending funds.
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.
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
A sizable chunk of those assets went into bond funds, reflecting an ongoing search for yield.