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Investing Specialists

A Conservative Retirement Portfolio in 3 Buckets

Geared toward retirees with shorter time horizons, this portfolio includes a heavy stake in bonds and cash.

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Editor's note: This portfolio was reviewed on June 10, 2019.

Many retired investors are comfortable embracing a healthy equity stake in their portfolios. That's a sensible tack for retirees with longer time horizons, those with generous income streams from nonportfolio sources like pensions, and those who know that they want to leave money behind for their children, other loved ones, or charity.

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