Rekenthaler Report

Diversification, Asset Allocation, and Rebalancing

John Rekenthaler

Speaking Hypothetically
Among the questions asked of my July 4 column about Taylor Larimore’s three-fund portfolio was its historic performance. How would investors have fared had they implemented that idea 20 years ago?

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