Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees. These portfolios are offered as general examples for investors' reference. These portfolios are not personalized recommendations, nor are they investable products offered by Morningstar.
The Bucket Approach to Retirement Allocation
Learn the philosophy underpinning Christine's approach, how she built the portfolios, and how she regularly stress-tests them.
Bucket Portfolios for Retirement Income: Step by Step
In this hour-long video presentation, Christine guides investors through her bucket portfolio-construction process.
Bucket Portfolio Maintenance: There's More Than One Way to Get It Done
The best strategies allow investors to be strategic when tapping long-term assets.
Morningstar's Retirement Saver Portfolios
Learn the philosophy behind these strategic ETF and mutual fund portfolios for investors who are accumulating assets for retirement.
Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.