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How Did the Bucket Portfolios Perform in 2023?

The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.

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Model Portfolios for Short- and Intermediate-Term Goals

Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

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How Did the Bucket Portfolios Perform in 2022?

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.

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How Is the Bucket Strategy Holding Up?

It’s not too early to line up next-line reserves to replenish Bucket 1.

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How Well Did the Bucket Portfolios Perform in 2021?

Strong equity gains provide bucketers with an ample source of cash flow for the years ahead.

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