Sunday, April 14, 2019

Investing Insights: Morningstar's Top Picks for Retirement Portfolios

Here is the link.

Bond funds:
BSBIX   minimum $25,000
FTBFX, VTIPX, VIPSX 
PBHAX, SPHIX, LSBDX

VIPSX - $3000 purchase

More corporate bonds - 5 to 10 years bonds
Play defense - equity risk

Bucket 3: Growth Portfolio

DODGX - Gold, 11.76%

IGAAX

Actionable Items


I need to go over all those bond funds and mutual fund one more time.

Bond fund:
BSBIX
FTBFX
VTIPX
VIPSX

Junk bond - high risk, hold longer to get high yield
PBHAX
SPHIX
LSBDX

Mutual fund:
VIPSX
DODGX
IGAAX

Stock - wide moat
GILD - Aids drug
D  - utility
INTL -
PG - Procter & Gamble Co


No comments:

Post a Comment