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Investing Specialists

How Did the Bucket Portfolios Perform in the First Half?

Amid a 'risk-on' market, the most aggressive and stock-heavy portfolios performed best.

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What a difference six months makes!

As 2019 dawned, my model bucket portfolios were limping away from a lackluster 2018. In a year punctuated by dual market shocks--interest-rate-related jitters in the first quarter and tariff/recession-related worries toward year-end--the portfolios’ cash holdings outperformed both the bond and stock positions. Stocks lost more than bonds, and aggressively positioned equity and bond holdings were particularly hard-hit.

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