What the 3-Fund Porfolios Are Missing

Ultra-minimalist portfolios leave a few asset classes on the cutting-room floor. Does that matter?

Jun 18, 2019

Mentioned: iShares Core Total USD Bond Market ETF (IUSB)

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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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