Skip to Content
Rekenthaler Report

Rekenthaler: My Asset Allocation

Morningstar's John Rekenthaler explains why he is comfortable with owning stocks, stocks, and more stocks.

Close to Home
Over the years, readers have requested that I discuss my portfolio. I’ve resisted those entreaties until now, because I’ve had difficulty finding the right angle. “About me” doesn’t cut it.

But I think I have found something useful. We all know the conventional investment wisdom: Invest heavily in stocks while young, then gradually move to mostly fixed-income with age; diversify broadly; don’t own company stock; minimize costs. How does that advice translate to this rather unusual case, of an investor who makes his career writing about the topic? Which aspects of the conventional wisdom has he incorporated and which has he bypassed? In the latter case, were the decisions logical, or does the cobbler wear bad shoes?

To view this article, become a Morningstar Basic member.

Register for Free