Portfolio Maintenance
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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.
Top Strategists Share 5 Ways Investors Can Hedge the AI Trade
How to diversify in an ‘unnerving moment’ in an ultra-concentrated market.
6 ETFs To Diversify Away From AI
A difficult problem has an easy solution.
The Diversified ETF of Your Dreams Doesn’t Exist. But Here’s How You Can Benefit from the Ones That Do
Low correlations often come with trade-offs.
Why Some Investors Are Better Off When They Stop Chasing Perfection
Christine Benz makes the case for a ‘good enough’ portfolio.
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.
The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments
Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
When Diversification Doesn’t Tame the Ride
Low concentration doesn’t necessarily mean lower risk.
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.
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
How Much of Your Portfolio Should Be ‘Mad Money’?
The DFA founder and author of ‘Stay Calm’ has ideas on how investors can benefit from ‘scientifically based hope’ and limit the portfolio damage from more speculative bets.
September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
Excluding just seven stocks from our valuation, the remaining market is trading at fair value.
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.
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