• / Free eNewsletters & Magazine
  • / My Account
Home>Rebalancing Moves You May Need to Make

Rebalancing Moves You May Need to Make

Morningstar Articles

Tue, 27 Jan 2015

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.

Related Videos

  1. Christine Benz's Midyear Portfolio Checkup

    Christine recaps the market's activity for the first half of 2015 and provides a checklist for investors to use to evaluate their portfolios midyear.

  2. 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.

©2017 Morningstar Advisor. All right reserved.