A Moderate Retirement Saver Portfolio

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

Jan 14, 2021

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

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