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How Did the Bucket Portfolios Perform in 2023?

The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.

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Contrarian Picks for 2024

Large outflows may signal decent future returns for several Morningstar Categories.

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Tax-Deferred Retirement-Bucket Portfolios for ETF Investors

These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.

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Tax-Deferred Retirement-Bucket Portfolios for ETF Investors

These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.

Vanguard dividend appreciationMorningstar medalistsTax deferred retirement bucket portfolioTime horizonCash mixVanguard short term bondShares core totalVanguard high yield corporateMarkets bondVanguard total stock marketFidelity floating rate high income

Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors

These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.

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