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Investing Specialists

A Moderate Retirement Saver Portfolio for ETF Investors

This equity-heavy portfolio also includes a small dose of high-quality bonds.

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Investors who started their investment careers 20 years ago--which is the group that our Moderate ETF Saver portfolio is created for--have endured one heck of a ride.

They've seen the dot-coms rise and fall, and a different set of dot-coms grow up in their place. They've invested through 9/11, wars in the Middle East, the global financial crisis from 2007-09. Most recently, they've lived through 2020's pandemic-related market shock and subsequent sharp recovery.

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

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