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Investing Specialists

7 Takeaways From Portfolio Makeover Week

Bear these tips in mind if you're conducting your own year-end portfolio review.

Morningstar's annual Portfolio Makeover Week is designed to be educational for our readers, but I always end up learning a lot along the way, too. Reviewing portfolios, working with the individuals behind each of the portfolios, and hearing readers' views on the "before" and "after" versions also provides a window into what's on investors' minds these days--and gives me ideas about topics that I should be working on in the future.

As I think back on last week's series of portfolio makeovers--the makeovers themselves as well as user feedback on them--here are some of the key takeaways.