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Rebalancing

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  1. Rebalancing Moves You May Need to Make

    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.

  2. Anatomy of a Bumpy Start

    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 ...

  3. Rebalancing Methods Run the Gamut

    Readers explain how they return their portfolios to their target allocations, or why they don't bother.

  4. 3 Risks That Might Be Lurking in Your Portfolio

    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.

  5. IBM dismisses report of massive layoffs

    IBM dismisses report of massive layoffs

  6. The Bucket Approach to Retirement Portfolio Construction

    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 ...

  7. Morningstar's 5-Point Retirement Portfolio Checkup

    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.

  8. Is Your Retirement Portfolio's Asset Allocation on Track?

    Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.

  9. BOE's Miles: No Urgency to Lift Rates

    BOE's Miles: No Urgency to Lift Rates

  10. BOE's Miles Says No Urgency to Lift Interest Rates in UK

    BOE's Miles Says No Urgency to Lift Interest Rates in UK

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