FYI: What a difference six months makes!
As 2019 dawned, my model bucket portfolios were limping away from a lackluster 2018. In a year punctuated by dual market shocks--interest-rate-related jitters in the first quarter and tariff/recession-related worries toward year-end--the portfolios’ cash holdings outperformed both the bond and stock positions. Stocks lost more than bonds, and aggressively positioned equity and bond holdings were particularly hard-hit.
Regards,
Ted
https://www.morningstar.com/articles/935730/how-did-the-bucket-portfolios-perform-in-the-first.html
