Morningstar's 2015 Portfolio Makeover Week
Dec. 14-18: Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.
Portfolios have a funny way of getting away from their investors. Accounts and holdings pile up. Allocations fall out of whack (if they were even "in whack" in the first place). And investors' lives change, meaning a portfolio can be perfectly suitable at one life stage but no longer fit the bill in another.
At Morningstar.com, we've developed our annual Portfolio Makeover Week to help showcase real-life strategies for improving portfolios. Our 2015 makeovers, which will run Dec. 14-18, feature the "before" portfolios of actual investors at various life stages and asset levels. Morningstar's director of personal finance Christine Benz will provide suggestions for improving those portfolios, touching on asset allocation, asset location, and in-retirement withdrawal rates, among other factors. (In case you missed them, you can also check out Christine's 2013 and 2014 makeovers.)