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.
Benchmarking performance and watching key metrics are essential to evaluating whether your retirement holdings are doing their job.
Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.
UPDATE: How to protect your retirement investments now
For investors who are accumulating assets for retirement, we create strategic ETF and mutual fund portfolios.
Our most popular articles and videos for the week ended January 30.
Investors should compare share price to intrinsic value and also consider their alternatives before making a move, says StockInvestor editor Matt Coffina.
Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.
Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.
Setting aside one to two years' worth of living expenses in one bucket can make it easier for retirees to also hold more volatile assets with higher potential returns for the later years of retirement.