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User Guide

Model Portfolios

Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees. Click here to access Model Portfolio for Savers or click here to access Model Portfolio for Retirees.

The Bucket Approach to Retirement allocation will teach you the philosophy underpinning Christine’s portfolio construction, how she built them, and how she regularly stress-tests them.

You can review Model portfolios based on life stage, investment vehicle and time horizon.