Strategy
Portfolio construction, rebalancing, and allocation strategies for every stage of your investing journey.
6 articles
How to Build an ETF Portfolio for Retirement (At Every Age)
Your ideal portfolio changes as you age. This guide walks through ETF allocation strategies for your 20s, 30s, 40s, 50s, and into retirement — with specific fund recommendations at each stage.
When to Sell an ETF and How to Rebalance Without Overthinking
Buying is easy — it's knowing when to sell or rebalance that trips people up. Here's a practical guide to portfolio maintenance that takes 30 minutes per year.
Core-Satellite Strategy: How to Add Excitement Without Blowing Up Your Portfolio
Want the stability of index investing plus the thrill of targeted bets? The core-satellite strategy gives you both. Here's how to structure it without taking on too much risk.
The Bucket Strategy: How to Never Run Out of Money in Retirement
The scariest part of retirement isn't saving — it's spending without running out. The bucket strategy separates your money into time-based pools so you never have to sell stocks in a crash to pay your bills.
The 3-Fund Portfolio: The Laziest Way to Beat Most Investors
Three ETFs. That's all you need to own the entire world's stock and bond markets. Learn the legendary Boglehead strategy that's outperformed most professional money managers for decades.
How to Build a Recession-Proof ETF Portfolio
Recessions are inevitable. Your portfolio getting destroyed isn't. Here's how to structure your ETF holdings to survive — and even benefit from — the next economic downturn.