A Moderate Retirement Saver Portfolio for ETF Investors
This equity-heavy portfolio also includes a small dose of high-quality bonds.
Investing Specialists
Mentioned: Vanguard Total Stock Market ETF (VTI)
, iShares Core Total USD Bond Market ETF (IUSB)
, Vanguard Small-Cap Value ETF (VBR)
, Vanguard FTSE Emerging Markets ETF (VWO)
, Vanguard Total Bond Market ETF (BND)
, Vanguard FTSE Developed Markets ETF (VEA)
, WisdomTree Continuous Commodity ETF (FOUSA06OV4)
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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.