We make a minor adjustment and check up on the performance of this ETF-oriented portfolio ideal for retirees with long time horizons.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
By making good use of their flexible approaches, these funds demonstrate that active management can work.
Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
The bucket strategy helps tee up near-term distributions and set long-term allocations.