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Morningstar’s Role in Portfolio Framework

Practical Guidelines for Goals-Based Financial Planning

Investors have more investment options than ever before, which means it’s messier to design an effective portfolio. Are there practical guidelines that investors can follow?

Morningstar’s new framework for goals-based financial planning focuses on two dimensions: a recommended minimum holding period and a maximum position size in a portfolio. This framework helps investors determine the “role in portfolio” of each holding—that is, the time and space to devote to it.

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Research Library Morningstar’s Role in Portfolio Framework

What's Inside:

  • A deep dive into our new framework for building well-diversified portfolios.
  • Tactics to assess the appropriate time horizon and percentage allocation for holding a fund.
  • Ways to use the framework in tandem with other strategies, such as bucket portfolios.

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