Portfolio Construction
Morningstar’s guidance on managing your investment portfolio. Learn how to find the right portfolio asset allocation for your goals, understand how market conditions can affect your portfolio positioning, and know how to make sound decisions as market conditions change.
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Portfolio Construction Topics
Portfolio Allocation
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5 Steps to a Minimalist Portfolio
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It’s Easier Than Ever for Fund Investors to Build a Good Portfolio
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What I’ve Done Right With My Portfolio
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Do as I Say (Not as I Do)
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Take This Simple Step As You Approach Retirement
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
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What Higher Interest Rates Mean for Retirement Cash Flows
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How Much Investment Is the Right Amount?
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5 Steps to Spring-Cleaning Your Investment Portfolio
Investing Styles
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11 Top-Performing Large-Blend Funds
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Small-Cap and Value Stocks Are Undervalued
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The Advantage of Low Stock Market Expectations
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5 Growth Stocks to Buy From the Best Money Managers
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2 Cheap Growth Stocks to Buy During 2Q
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Will Small-Cap Stocks Ever Catch Up?
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These Stocks Led the Q1 Value Rally You May Have Missed
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These Growth Funds Continued to Shine in Q1 2024
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3 Great Value Funds for 2024
Portfolio Maintenance
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What Can Private Funds Offer You?
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Why Simpler Has Been Better for Portfolio Diversification
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How to Set the International Allocation in Your Portfolio
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Where International Diversification Works—And Where It Falls Short
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Which Bonds Provide the Biggest Diversification Benefit?
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Navigating Nvidia: Talking With Clients About the Elephant in the Room
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Top 10 Things to Know About Building a Diversified Portfolio
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Should Long-Term Investors Be 100% in Equities?
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3 Mistakes to Avoid With Your Investment Portfolio in 2024
Investment Factors
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High Equity Yields Often Come at a Cost
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Why a Portfolio With Low ESG Risk Can Better Withstand a Market Crisis
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
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Victor Haghani: Lessons From the Missing Billionaires
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Is a Reversal of Fortune on the Horizon for Small Caps?
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Options Income Like JEPI Isn’t for Everyone
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3 Key Retirement Decisions Affected By Higher Yields
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Sonali Pier: Don’t Rent Yield
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The Effect of Government Shutdowns on Equities
More in Portfolio Construction
Large-Growth Stocks Are Overvalued. Small-Value Stocks Are Undervalued. Here’s Why It Matters
A look at the implications for expected returns.
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the history of retirement-income solutions.
How Rising Interest Rates Change the Relationship Between Stocks and Bonds
A closer link between the two asset classes reduces the benefit of including both in a portfolio.
What Can Private Funds Offer You?
The diversification benefits are modest, but the additional risks are not.
Why Simpler Has Been Better for Portfolio Diversification
Broader asset class exposure doesn’t always pay off.
There Is Nothing Special About Dividends
Why they’re not a tax-efficient way to return capital to shareholders.
What Can Commodities Do for You?
Commodity profiles continue to evolve, as do their diversification benefits.
How Retirees Can Avoid the ‘Tax Torpedo’
Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns.
How Much Investment Is the Right Amount?
Don’t skip this critical question.
JPMorgan Core Bond’s Deep Team and Disciplined Approach Earn It an Upgrade
Also, complexity hurts a JHancock target-date series’ Process rating, and other highlights from March’s ratings activity.
Which Alternatives Fit Into Your Portfolio?
Learn how different strategies can enhance diversification.
An Investing Road Map for Midcareer Accumulators
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
How to Set the International Allocation in Your Portfolio
And how to avoid ‘backyard bias.’
Q2 Stock Market Outlook: Contrarian Plays Look Increasingly Attractive
We see investment opportunities in what’s underperformed, unloved, and undervalued.
Where International Diversification Works—And Where It Falls Short
Recent diversification and performance benefits of non-US stocks have been muted, but that trend may not persist.
5 Steps to Spring-Cleaning Your Investment Portfolio
Portfolios can get unwieldy. Here’s how to reduce some clutter.
It’s Time to Clean Your Investment Portfolio
This is an opportunity to check in with yourself: Why are you investing?
Which Bonds Provide the Biggest Diversification Benefit?
The bond rout in 2022 upended notions about correlations, but high-quality bonds and cash have been solid diversifiers over longer stretches.
Top 10 Things to Know About Building a Diversified Portfolio
Here’s how some key asset classes fare as portfolio diversifiers and what that means for building your portfolio.
The DNA of a Warren Buffett Company
Companies that make it into Berkshire Hathaway’s portfolio have some common threads in their genetic code.