Investing Specialists

A Conservative Retirement Portfolio in 3 Buckets

Christine Benz

Note: The following is part of Morningstar's 2019 Portfolio Tuneup week. A version of this article appeared on Aug. 30, 2018.

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.

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