Bucket investors didn’t have to raid cash to provide their living expenses in 2024. In a buoyant market in which stocks extended their gains from 2023, the bucket portfolios all got a boost from their ...

My Retirement Saver portfolios, which are geared toward people who have several—or possibly many—years until retirement, hold anywhere from 50% to 95% in stocks. Thus, it’s little wonder that all of ...

For those not familiar, I have been running a real-money dividend-growth portfolio since June 2008. The original portfolio had a value of $46,783. Dividend-growth investing, while long practiced in a ...

The S&P 500 ETF returned 24.8% in 2024, led by mega cap and growth stocks. My value-oriented portfolio underperformed the S&P 500, returning 14.35%. My yield of 2.86% almost doubled the yield of the ...

However, it’s important to remember that there are all kinds of investment goals, and the market indexes are not always the best barometer of “how well” you may have performed. Here’s a look at how ...