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Investing Specialists

A Fourth-Quarter Portfolio Checkup in 7 Simple Steps

'Tis the season to review your stock/bond mix, check your portfolio's risk level, and see how you did.


Note: This article is part of Morningstar's November 2013 Investor Starter Kit special report. An earlier version of this article appeared Dec. 31, 2012. 

As stocks have soared so far in 2013, it's hard to blame investors for checking up on their portfolios more frequently than usual. After more than a decade's worth of financial crises and market shocks, it's comforting to see portfolio balances headed in the right direction.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.