Day 1: Set Your Allocation | April 5
Asset allocation is the biggest determinant of how your portfolio behaves. Get off on the right foot, plus get tips for low-minimum investing, asset location, and more.
- Find the Right Stock/Bond Mix
- Build a Well-Diversified Portfolio Without a Lot of Assets
- Find Your Allocation Baseline
- Classroom: Steps to a Suitable Portfolio
- What Goes Where? The Art of Asset Location
Day 2: Managing Your Allocation | April 6
Get tips for easy portfolio checkups, strategies for hands-off as well as tactical allocation management, and the right steps to rebalancing.
- How Often Should You Rebalance?
- Keeping Tabs on Your Portfolio
- Rebalancing Made Simple
- Rob Arnott on the Tactical Approach to Allocation
- Managing Risk in Tactical Allocation
- Zen and the Art of Portfolio Maintenance
Day 3: Targeting Target-Date Funds | April 7
Learn to address shortcomings and recognize deal-breakers among target-date offerings, plus see our Target-Date Series Reports and more.
- Is Your Target Date Fund on Target?
- Five Target Funds With an Eye on the Downside
- Morningstar Target-Date Fund Series Reports
- Target-Date Investors Stick Around, Earn Better Returns
- Target-Date: Can the House League Beat an All-Star Lineup?
Day 4: Supporting and Alternative Players | April 8
Tips for navigating the alternative investment universe, filling holes in your portfolio, diversifying with commodities, and fighting inflation.
- Surveying the Alternative Investments Universe
- How to Pick a Solid Sector Fund
- Find Strong Supporting Players Here
- Should You Have a Shine for Gold?
- Commodities Are a Rock in a Hard Place
- Investing in Commodities with ETFs
- Be Smart about Inflation Protection (Video)
- Why TIPS Won't Protect Against Rising Rates
- How to Determine If TIPS Are Cheap or Expensive
Day 5: Allocations in Retirement | April 9
Tips for keeping in-retirement portfolios on target, planning for longevity, model portfolios, and more.
- A Second Opinion on Retirement Asset Allocation
- Longevity Risk Changes Everything
- Retirees: Look Before You Leap Into Commodities
- How Much Should Retirees Stake in TIPS?
- Making a Portfolio Retirement-Ready
- Get a Tax-Smart Plan for In-Retirement Withdrawals
- Tools for Hedging Against Longevity Risk
- A Moderate Model Portfolio for Retirees
- A Conservative Model Portfolio for Retirees