Portfolio Construction
Featured
Featured Podcast
Portfolio Construction Topics
Portfolio Allocation
Why We Upgraded Vanguard’s 60/40 Index Fund
November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026
How to Use Large-Cap Stocks in Your Portfolio
How to Use Morningstar’s Ratings In Your Portfolio
An Active 60/40 Fund From Fidelity Worth Considering
Christine and Erin Talk Money: Why You Need To Break Up With Your Saving Habit
What High Inflation Means for Stocks, Bonds, and Your Portfolio
Ask the Analyst, With Amy Arnott
Some Fund Investors Have Veered Off Course. It Could Cost Them
Investing Styles
Why We Upgraded Vanguard’s 60/40 Index Fund
How to Use Large-Cap Stocks in Your Portfolio
Will Danoff: If a Stock Has Doubled, Have You Missed Your Chance?
Don’t Overlook the Income Side of Fixed Income
3 of the Best Smaller-Cap Stocks to Own
Why American Funds Smallcap World Is a Great Option for Global Small Caps
Will Danoff: What I Got Wrong About Tesla
3 of the Best Value Stocks to Own
Markets Brief: Chip Stocks Sell Off, Investors Rotate Into Value, and What to Watch in Big Tech Earnings
Portfolio Maintenance
Your Year-End Financial Checklist: 5 Things to Tackle Before 2027
Why Being Right Can Make You a Worse Investor
What High Inflation Means for Stocks, Bonds, and Your Portfolio
Top Strategists Share 5 Ways Investors Can Hedge the AI Trade
6 ETFs To Diversify Away From AI
The Diversified ETF of Your Dreams Doesn’t Exist. But Here’s How You Can Benefit from the Ones That Do
Why Some Investors Are Better Off When They Stop Chasing Perfection
Some Fund Investors Have Veered Off Course. It Could Cost Them
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Investment Factors
These Funds Went From First to First
Will Danoff: If a Stock Has Doubled, Have You Missed Your Chance?
Don’t Overlook the Income Side of Fixed Income
Will Danoff: What I Got Wrong About Tesla
3 of the Best Value Stocks to Own
Markets Brief: Chip Stocks Sell Off, Investors Rotate Into Value, and What to Watch in Big Tech Earnings
What’s Ahead for Stocks This Quarter—and Where to Invest
3 of the Best Growth Stocks to Own
2 Funds That Dial Down the Risk
More in Portfolio Construction
What High Inflation Means for Stocks, Bonds, and Your Portfolio
Historical returns reveal how major asset classes have weathered high inflation and what those patterns mean for portfolio diversification.
The Best Stock-Picker in Recent Years? The Marketing Department
Stocks chosen for leveraged single-stock ETFs have crushed. There are lessons in that.
How To Use Taxable Bonds in Your Portfolio
The value of taxable bonds in reducing risk and generating income.
Where to Find Durable Dividends in Today’s Stock Market
In tough times for equity income, investors must beware of yield traps.
Ask the Analyst, With Amy Arnott
Have a question about investing, retirement, or personal finance? Amy Arnott answers readers’ questions in Ask the Analyst, drawing on her work as a Morningstar portfolio strategist.
Some Fund Investors Have Veered Off Course. It Could Cost Them
Are you getting pulled into a “coretex”? Asset allocations are the most lopsided they’ve been since 2008.
Ask the Analyst: What Is the Best Source for Low-Risk Tax-Free Income?
Even short-term muni funds aren’t totally immune from losses.
How to Strike the Right Balance Between Stocks, Bonds, and Cash
With yields higher but inflation still simmering, we answer five key questions about how to allocate to the major asset classes.
The 10 Best and 10 Worst Months of All Time for the US Stock Market
Do common investor sayings about particular months being stronger or weaker for stocks have empirical backing, or is it all market mythology? Dan Lefkovitz uncovered some surprising truths about stock market performance by examining over 100 years of data.
Why Cash Is Still King for Short-Term Goals
Longer-term bonds are more attractive than they’ve been in a long time, but they still carry a fair amount of risk.
Think You’re Ready for Retirement? Start With This 9-Step Checklist
The date you retire is only part of the picture. Also consider your income needs, spending rate, taxes, and more.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
10 Books Amy Arnott Recommends to Help You Understand Money and Markets
These titles from The Long View podcast explore how markets work, how wealth is built, and how to navigate retirement and family financial decisions.
Christine Benz: 5 Investments You Don’t Really Need
More holdings don’t necessarily mean better diversification. Here’s what to skip and which core building blocks every portfolio should have.
Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
Companies growing their dividends have posted strong returns this year. Why is that?
Ask the Analyst: Is Now a Bad Time to Invest New Money?
Think about your goal and time horizon when deciding whether to invest during an uncertain economic environment.
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
Thematic ETFs Are Popular Again. Yikes
Fun as theme-based ETFs might seem, they’ve tied investors in knots.
The Surprising Stocks Beating the Market in 2026
Companies spending on dividends and buybacks are winning this year.
Our Best Investment Portfolio Examples for Savers and Retirees
This collection of Morningstar model portfolios from Christine Benz can help investors build portfolios to reach their financial goals.
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