Portfolio Construction
Morningstar’s guidance on managing your investment portfolio. Learn how to find the right portfolio asset allocation for your goals, understand how market conditions can affect your portfolio positioning, and know how to make sound decisions as market conditions change.
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Portfolio Construction Topics
Portfolio Allocation
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It’s Time to Clean Your Investment Portfolio
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Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think
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How to Use Gold in Your Portfolio
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How to Get the Most Out of Your Bond Investments
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Model Portfolios for Fidelity Investors
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How to Use Real Estate in Your Portfolio
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The Best Allocation Model Portfolios for 2024
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The Bucket Investor’s Guide to Setting Retirement Asset Allocation
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How to Build a Portfolio You Don’t Have to Babysit
Investing Styles
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10 Best Value Stocks to Buy for the Long Term
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Why Small Caps Are Extremely Attractive Today
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JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
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10 Cheap Dividend-Growth Stocks to Buy
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Is a Reversal of Fortune on the Horizon for Small Caps?
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These Growth Funds Are Worth Keeping
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10 Best Growth Stocks to Buy for the Long Term
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10 of the Best Small-Cap Stocks to Buy Before They Rebound
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3 Top Value Stocks to Buy and Hold for 2024
Portfolio Maintenance
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Should Long-Term Investors Be 100% in Equities?
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3 Mistakes to Avoid With Your Investment Portfolio in 2024
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The Best Funds for Rebalancing for 2024
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8 Charts That Matter to Investors Right Now
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You Probably Need to Rebalance
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How to Rebalance Your Investment Portfolio Before 2024
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Is the 60/40 Portfolio a Good Investment Now?
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It’s Too Soon to Say the Value Premium Is Dead
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Why Retirees Need a Balanced Portfolio
Investment Factors
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Is a Reversal of Fortune on the Horizon for Small Caps?
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Options Income Like JEPI Isn’t for Everyone
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3 Key Retirement Decisions Affected By Higher Yields
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Sonali Pier: Don’t Rent Yield
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The Effect of Government Shutdowns on Equities
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Seeking Yield? Avoid These 5 Mistakes
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Markets Brief: Why Have Bonds Been So Volatile? And Will That Continue?
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Momentum Turning Points Can Be Costly. Here’s How Investors Can Prepare.
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Earnings Yields vs. Bond Yields: Where Are They Today?
More in Portfolio Construction
Why Small Caps Are Extremely Attractive Today
This Wasatch portfolio manager reveals one of the best investments his team has ever made.
Portfolio Basics: How to Build an Investment Portfolio
Your guide to creating and cultivating a portfolio that works for you.
How to Use Gold in Your Portfolio
What you need to know about the advantages and risks of investing in gold.
How Rising Interest Rates Affect Your Retirement Plan
Be aware of implications for returns, withdrawal rates, and asset allocation.
Model Portfolios for Fidelity Investors
Portfolios for the taxable and tax-sheltered accounts of retirement spenders and savers.
How to Use Real Estate in Your Portfolio
What you need to know about the advantages and risks of investing in real estate.
What You Can Learn From Your 1099 Forms
These forms can yield valuable information about your portfolio’s asset location and tax efficiency.
Will the Institutional Private Equity Push Leave Investors With Scraps?
These firms are implementing investor protections.
The Best Allocation Model Portfolios for 2024
Eight multi-asset model portfolio series earn Morningstar Medalist Ratings of Gold.
Seeking Yield? Avoid These 5 Mistakes
Higher interest rates are mostly a positive, but investors need to watch out for pitfalls, too.
3 Bond Funds for All Yield Seasons
Whether interest rates fall further or rise, these strategies should serve investors well.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
5 of the Best Ways to Invest Money
Here are five common strategies that investors use to save for retirement.
How Did the Retirement Saver Portfolios Perform in 2023?
Geared toward people who are several or more years from retirement, the portfolios benefited from their ample equity stakes.
Is Even a Little Bitcoin Too Much for Your Portfolio?
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.
How Did the Bucket Portfolios Perform in 2023?
The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.
Stocks Have Not Always Beaten Bonds. Should You Care?
How relevant are the experiences of other countries and other eras?
Naysayers Were Wrong About the 60/40 Portfolio. Here’s Why.
After a disastrous 2022, it turned out not to be dead after all.
Experts Forecast Stock and Bond Returns: 2024 Edition
Bond outlooks improve, but stocks’ prospects drop on the heels of 2023′s rally.
Best of The Long View 2023: Financial Planning and Retirement
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.