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.

Jason Stipp, Christine Benz

Sep 2, 2013

Mentioned: Loomis Sayles Bond Instl (LSBDX) , Vanguard Balanced Index Inv (VBINX)

Jason Stipp: I'm Jason Stipp for Morningstar. Christine Benz, Morningstar.com's director of personal finance, recently ran a series of enlightening stress tests on so-called retirement bucket portfolios to see how the bucket approach would have fared in a tough early-2000s market environment. She's here to talk about some of the key lessons she learned in running those scenarios.

Thanks for joining me, Christine.

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