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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.

Note: This video is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report.

Jason Stipp: I'm Jason Stipp for Morningstar. As part of's [5-Point] Retirement Portfolio Checkup week, we're helping investors assess their asset allocations, their individual positions, and also size up some of the risks that might be lurking in their portfolios. And with stock and bond markets both performing well over the past five years, there could be some of those risks lurking. Here to talk about that is Morningstar's Christine Benz, our director of personal finance.