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: 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.
Jason Stipp does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.