How Did the Bucket Portfolios Perform in 2023?
The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.
Source: morningstar.com
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Model Portfolios for Short- and Intermediate-Term Goals
Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.
Source: morningstar.com
How Did the Bucket Portfolios Perform in 2022?
A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.
Source: morningstar.com
How Is the Bucket Strategy Holding Up?
It’s not too early to line up next-line reserves to replenish Bucket 1.
Source: morningstar.com
How Well Did the Bucket Portfolios Perform in 2021?
Strong equity gains provide bucketers with an ample source of cash flow for the years ahead.
Source: morningstar.com