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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Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.
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
The Teams for These 2 Bond Funds Are No Longer Top of the Heap
Here are some ratings highlights from January.
Source: morningstar.com