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This recommended investment portfolio is one of 20+ mutual fund portfolios that we've
assembled for investors with different time horizons and risk-tolerance levels to consider.
When there’s time left to be aggressive, but not wildly so. 55% Stocks | 45% Bonds |
Like our long-term Kiplinger 25 Investment portfolio, we again draw on our favorite funds. But his portfolio trims the total stock allocation to 70%. The 30% stake in bond funds should boost income and overall portfolio stability. On the stock side, the focus is on large and small U.S. companies. We also include both Dodge & Cox International Stock and Harding Loevner Emerging Markets Stock. On the bond side, we paired the low-volatility DoubleLine Total Return Bond, which focuses on mortgage securities, with Osterweis, which is more of a freewheeler—it can invest in any kind of bond. And we added 5% to Fidelity New Markets Income, which invests in emerging-markets bonds.