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Investing Specialists

A Moderate Retirement Saver Portfolio

Its allocations illustrate that even 40-somethings should be mostly in stocks.

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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 (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.