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How Did the Bucket Portfolios Perform in 2023?

January 16, 2024

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

Source: morningstar.com

January 9, 2023

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.

Source: morningstar.com

July 7, 2022

It’s not too early to line up next-line reserves to replenish Bucket 1.

Source: morningstar.com