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Retirement Portfolio

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  1. The Advantages of Owning Individual Stocks

    Headlines

    Sun, 3 May 2015

    stocks is the issue. "I have very few individual stocks," the commenter said. "The rest of my personal and retirement portfolio is in mutual funds and ETFs. I have learned my lesson over the years that I cannot stomach the volatility of

  2. Portfolio manager concentration risk

    Commentary

    Sat, 18 Apr 2015

    Hi Guys. I have been building a retirement portfolio for some time now, and I have a certain portion of it in CEFs. About 20%. Now, all my CEFs positions (4) are PIMCO funds

  3. Bond Fund Allocation Advice

    Commentary

    Wed, 15 Apr 2015

    Currently 35% of my retirement portfolio is in bond funds. My portfolio is 10% Foreign and 90% US with 87% being Intermediate term. 10% VATBX (Vanguard Totoal Int

  4. Optimizing a Retirement Portfolio for Income

    Video Reports

    Tue, 14 Apr 2015

    Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.

  5. Sheldon Jacobs, 1931-2015

    Commentary

    Mon, 13 Apr 2015

    Since 1/1/1 1988 (27 years) the portfolio grew at 10.7% average annual rate. Beta= 1; ER= 0.8 Retirement Portfolio : Over the last same 27 years the portfolio grew at 9.1% average annual rate. Beta= 0.6; ER = 0.6

  6. Morningstar's 2015 Individual Investor Conference Replays

    Headlines

    Fri, 10 Apr 2015

    now >> Wednesday | April 8 Bucket Portfolios for Retirement Income: Step By Step Presentation The bucket approach to retirement - portfolio management, pioneered by financial planning guru Harold Evensky, aims to help retirees create a paycheck from their

  7. Bucket Portfolios for Retirement Income: Step by Step

    Video Reports

    Wed, 8 Apr 2015

    work on this bucket strategy for retirement - portfolio planning. What it states is that ..... tenets behind the bucket strategy for retirement - portfolio planning, a capital-appreciation ..... thing to think about adding to a retiree portfolio ; but commodities are very volatile

    retirement portfolio found at 9:47, 11:38

    try to talk about when we work on this bucket strategy for retirement - portfolio planning. What it states is that, in addition to focusing on income, with the bucket strategy, I'm also going to focus on
    So, those are really the key tenets behind the bucket strategy for retirement - portfolio planning, a capital-appreciation and income-oriented portfolio. We draw income and rebalancing proceeds from the portfolio as the years go by, and we
  8. Making Money Last in Retirement

    Video Reports

    Tue, 7 Apr 2015

    have that bond exposure in your retirement portfolio ? Balasa: Yes, definitely. To ..... sticking with bonds in your model retirement portfolio , correct? Benz: I am, but we ..... protection still has a place in a retiree portfolio ? Balasa: I think there is always

    retiree portfolio found at 22:24

    do you think that inflation protection still has a place in a retiree portfolio ? Balasa: I think there is always a place for it. I will go back to Bernanke's comments earlier this week. He said,
  9. Who Manages Your Portfolio When You No Longer Can? Ways to Plan Ahead

    Headlines

    Sun, 5 Apr 2015

    accordingly. "There isn't any way I can transfer my 20 years of knowledge and experience in successfully managing a retirement portfolio to my wife," wrote martina . "However, this is what I have done. 1) Consolidated all accounts at one firm

  10. Boglehead Retirement Guide - De-risk and TIPS question

    Commentary

    Sat, 4 Apr 2015

    like this: 60% TWSM + 30% IUAG + 10% CASH. We retired in 2012 at age 55. Should we de-risk our early retirement portfolio by decreasing our stocks to 40%? We could go: 40% TWSM + 30% TIPS + 20% TBM + 10% CASH. (TER = 0.31

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