Skip to Content
Investing Specialists

How Has the Bucket Strategy Performed?

Strong equity and bond markets have boosted the Bucket Portfolio's value, but true stress tests have been few and far between.

Mentioned: , , , , , , , , ,

A strong equity market has provided a helping hand to many retirees for more than a decade, and it's given a boost to the Model Bucket Portfolios, too.

Over our portfolio simulation dating to 2000 through the end of 2017, the Aggressive Bucket Portfolio's value stands almost $600,000 above its starting value of $1.5 million. Our hypothetical portfolio--which uses the Aggressive Mutual Fund Bucket Portfolio as its baseline--has also supplied an additional $1.4 million in cash flows to our hypothetical retirees over that 18-year period.

To view this article, become a Morningstar Basic member.

Register for Free

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