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Loomis Sayles Bond Instl

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  1. An Aggressive ETF Portfolio for Retirement

    We make a minor adjustment and check up on the performance of this ETF-oriented portfolio ideal for retirees with long time horizons.

  2. A Moderate Mutual Fund Portfolio in 3 Buckets

    We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.

  3. An Aggressive Retirement Portfolio in 3 Buckets

    We revisit our original bucket portfolio, check up on performance, and make a few tweaks.

  4. Readers' Favorite 'Easy-to-Own' Investments

    The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.

  5. Mutual Funds: When Is It Time to Sell?

    Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.

  6. Top Picks for Opportunistic Portfolios

    By making good use of their flexible approaches, these funds demonstrate that active management can work.

  7. Lessons From Our Bucket Portfolio Stress Tests

    Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.

  8. A Bucket Portfolio Stress Test

    How would our aggressive bucket portfolio have fared before, during, and after the bear market?

  9. Soon-to-Retire Couple Balances Travel Dreams With Portfolio Longevity

    The bucket strategy helps tee up near-term distributions and set long-term allocations.

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