A Moderate Retirement Saver Portfolio
Its allocations illustrate that even 40-somethings should be mostly in stocks.
Investing Specialists
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?
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Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.