Investors who haven't checked in for a while may find their U.S. stock allocation is oversized compared with their overseas and bond holdings.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
Readers explain how they return their portfolios to their target allocations, or why they don't bother.
Investors should keep an eye on valuations and gauge their portfolios' vulnerability to inflation and rising interest rates when rebalancing , says Morningstar's Christine Benz.
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The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash. The overarching idea is to set aside one to two years' worth of living expenses in cash (bucket 1), while using ...
Jan. 26-30: Check your savings progress, assess your asset allocation, evaluate performance, size up your individual holdings, and get new ideas with model portfolios from Morningstar.
Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.
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