THE THREE-BUCKET STRATEGY FOR BUILDING A RETIREMENT PORTFOLIO

WHAT’S THE BEST WAY TO BUILD A ROBUST RETIREMENT PORTFOLIO THAT CAN RIDE OUT MARKET FLUCTUATIONS AND PROVIDE STEADY AND DEPENDABLE INCOME?

ROGER MONTGOMERY SHARES HOW THE ‘THREE BUCKET STRATEGY’ CAN SHIELD AGAINST MARKET VOLATILITY AND RISK THROUGH CONSISTENT REBALANCING OF YOUR PORTFOLIO.  

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Investor Insights & Media

September 18, 2023

Economic insights from reporting season

By Roger Montgomery

In this week’s video insight, I review the question of whether a recession is imminent. There has been no shortage of talks of a recession lately, although if we dive deeper into what we have seen in markets over August and September a compelling counterpoint to this narrative is visible.

September 15, 2023

How do we calculate total returns?

By David Buckland

This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations.
September 6, 2023

The three-bucket strategy for building a retirement portfolio

By Roger Montgomery

What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U. S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’.

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