Building a Portfolio That's Right for You
Christine Benz explains how investors can use her model portfolios to develop their asset allocations and help with security selection.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. I've created a number of model portfolios that are available to Morningstar.com readers. One subset is geared toward investors who are accumulating assets for retirement, and the other subset is designed for investors who are already retired. I've used Morningstar's Lifetime Allocation Indexes to set their asset class exposures, and I've leaned on Morningstar's analyst research to make specific fund and exchange-traded fund picks.
I've generally used funds that received medalist ratings from our analyst team. These portfolios are for educational purposes, and Morningstar doesn't have a vested interest in whether investors model their own portfolios along these same lines.