What the 3-Fund Porfolios Are Missing
Ultra-minimalist portfolios leave a few asset classes on the cutting-room floor. Does that matter?
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Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar.com. There's a lot to like about the idea of building an ultra-minimalist portfolio with just three index funds or ETFs. But investors who pursue this strategy leave a few asset classes on the cutting-room floor. Joining me to discuss those leave-behinds and how much they matter is Christine Benz. She is director of personal finance for Morningstar.
Christine, thank you for joining me today.
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Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.