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What the 3-Fund Porfolios Are Missing

Ultra-minimalist portfolios leave a few asset classes on the cutting-room floor. Does that matter?

Mentioned:

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar.com. There's a lot to like about the idea of building an ultra-minimalist portfolio with just three index funds or ETFs. But investors who pursue this strategy leave a few asset classes on the cutting-room floor. Joining me to discuss those leave-behinds and how much they matter is Christine Benz. She is director of personal finance for Morningstar.

Christine, thank you for joining me today.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.