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Investing Specialists

A Moderate Retirement Saver Portfolio

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

Mentioned: , , , , , , , , ,

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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.