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Q3: What is the Right Retirement Portfolio?

In this report we discuss how asset allocation affects portfolio durability in retirement when most investors are taking regular distributions. We update a study that was conducted almost a decade ago that found more diversified portfolios are superior to more conventional retirement portfolios, both from a risk and return perspective.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings is the founder of Artemis Advisors. As CEO, she sets the firm’s overall direction and its investment strategy.

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