A Moderate Retirement Saver Portfolio
Its allocations illustrate that even 40-somethings should be mostly in stocks.
Mentioned: Oakmark International Small Cap Investor (OAKEX)
, Oakmark Investor (OAKMX)
, T. Rowe Price International Discovery (PRIDX)
, Vanguard Dividend Growth Inv (VDIGX)
, Metropolitan West Total Return Bd M (MWTRX)
, Vanguard Extended Market Index Admiral (VEXAX)
, PIMCO Commodity Real Ret Strat Instl (PCRIX)
, PIMCO CommoditiesPLUS® Strategy Instl (PCLIX)
, Vanguard Total Intl Stock Index Admiral (VTIAX)
, Vanguard Dividend Appreciation Index Adm (VDADX)
Editor's note: This portfolio was reviewed on June 10, 2019.
How different should your portfolio look when you're in your 40s versus how it was positioned when you were just starting out?
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.