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|A Conservative Retirement Portfolio in Three Buckets|
Morningstar; free registration may be required
Sept. 15, 2015
"Many retired investors are comfortable embracing a healthy equity stake in their portfolios.... This conservative bucket portfolio has a more modest goal: preserving purchasing power and delivering living expenses for the retiree who has an approximately 15-year time horizon (that is, life expectancy). This portfolio does stake more than 30% in equities, but it also holds about 55% of its assets in bonds and another 12% in cash. The remainder of the portfolio is in commodities and other securities, such as convertibles and preferred stock."
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