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M*: What The 3-Fund Porfolios Are Missing: Text & Video Presentation

TedTed
in Fund Discussions
FYI: Tere'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.
Regards,
Ted
https://www.morningstar.com/videos/933009/what-the-3fund-porfolios-are-missing.html

Comments

  • davidrmorandavidrmoran
    always sensible discussions that upon inspection can seem truly wack:

    'The basic [bucket] idea is that you are putting a couple of years' worth of portfolio withdrawals in cash ... [and] ... like another eight years' worth of portfolio withdrawals going in bonds and then the remainder ... into equities.'

    If there is a remainder! Ten years' worth of cashflow (augmentation of SS or similar, but still) in cash and bonds.
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