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Portfolio Construction
Featured
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Portfolio Construction Topics
Portfolio Allocation
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Are Two Cryptos Better Than One for a 60/40 Portfolio?
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Tax-Efficient Portfolios for Vanguard Investors
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2 Ways to Avoid Big Portfolio Mistakes
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Pimco’s Ivascyn: Why Investors Should Switch Their 60/40 Portfolio to 40/60
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How to Simplify Your Investment Portfolio
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A Midyear Portfolio Checkup in 7 Easy Steps
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How to Use TIPS in Your Portfolio
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How to Build a Portfolio You Don’t Have to Babysit
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How to Use Bitcoin in Your Portfolio
Investing Styles
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Can Value Stocks Really Make a Comeback?
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The Best Small-Cap Funds
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10 of the Best Small-Cap Stocks to Buy Today
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5 Top-Performing Mid-Cap Growth Funds
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The Best Value Funds
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3 Smaller-Company Stocks the Best Fund Managers Are Buying
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Markets Brief: Q2 Earnings Season Begins With the Banks
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Why We Like Dodge & Cox Stock
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Are US Large-Growth Stocks as Unstoppable as They Seem?
Portfolio Maintenance
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When Rebalancing Creates Higher Returns—and When It Doesn’t
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Where International Diversification Works—and Where It Falls Short
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Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons
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Why More Diversification Doesn’t Mean Better Returns
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The Best Funds for Rebalancing in 2024
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3 Assets That Might Not Diversify as Well as You Think
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Are You Making These 5 Common Portfolio Mistakes?
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What Can Private Funds Offer You?
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Why Simpler Has Been Better for Portfolio Diversification
Investment Factors
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Why International Investing Makes Sense for Long-Term Investors
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Is the Era of Volatility-Suppressing Policies Possibly Over?
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Bill Gross Warns Investors to Steer Clear of Bond Funds
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High Equity Yields Often Come at a Cost
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Why a Portfolio With Low ESG Risk Can Better Withstand a Market Crisis
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
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Victor Haghani: Lessons From the Missing Billionaires
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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
More in Portfolio Construction
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Are Diversified Real Asset Funds a Good Inflation Hedge?
Evaluating if these strategies deliver better performance in inflationary conditions.
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Where International Diversification Works—and Where It Falls Short
Recent diversification and performance benefits of non-US stocks have been muted, but that trend may not persist.
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Why International Investing Makes Sense for Long-Term Investors
Overseas markets aren’t as risky as they once were.
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Are US Large-Growth Stocks as Unstoppable as They Seem?
Be cautious when you hear, “It’s different this time.”
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Morningstar Investment Conference 2024: From AI Investing to Annuities
MIC delivered expert insights and strategies for advisors and investors.
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A Midyear Portfolio Checkup in 7 Easy Steps
Reviewing your year’s performance so far, and positioning yourself for the future.
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What Happened to the Size Premium?
It’s still here, but investors may need to venture into private equity to use it.
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Interval Funds: Are They Worth What You Give Up?
Investors can access strategies that would otherwise be out of reach, such as private credit.
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Portfolio Basics: How to Build an Investment Portfolio
Your guide to creating and cultivating a portfolio that works for you.
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How to Use Small-Cap Stocks in Your Portfolio
What you need to know about the advantages and risks of investing in small-cap stocks.
The Best Balanced Funds
Morningstar analysts’ top picks for hands-off investors.
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Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons
They come with risks, but these bonds have low correlation with common asset classes.
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How to Use TIPS in Your Portfolio
What you need to know about the advantages and risks of investing in TIPS.
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How to Make Sure Your Personalized Portfolio Doesn’t Backfire
A total wealth approach can lead to better outcomes.
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How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
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Why More Diversification Doesn’t Mean Better Returns
Plus, the best and worst bond diversifiers, and where cash fits in a portfolio.
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Where We See Opportunities in June as Stocks Recover Losses
Can’t keep a good market down: Stocks recover April losses.
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How to Use Bitcoin in Your Portfolio
What you need to know about the advantages and risks of investing in cryptocurrency.
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10 Financial Rules of Thumb You Don’t Have to Follow
Understand your goals so you know which guidelines can (and can’t) help you achieve them.
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Private Equity: How Much Should You Allocate?
What to know about the benefits and risks for your portfolio.