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Income Portfolios: Are They Better for Some Retirees?

Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. However, one investment strategy has gotten a bit of a bad rap among professional investors—and that is the income approach. Yet, new research by Hong Cheng, associate portfolio manager at Morningstar Investment Management, shows an income portfolio can be a viable alternative to the traditional total return approach. In this episode, Cheng discusses her findings with Drew Carter.

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To read more about Hong Cheng's research on income portfolios, click here.