Review and Rebalance Your Portfolio With X-Ray’s New Holdings Breakdown

It’s been an active year in the markets. And while you regularly use Investor to monitor the effects of Wall Street’s twists and turns on your portfolio, you may be looking for a little extra perspective as you ready yourself for 2025.

If you’re planning on using the holiday season to reflect and re-evaluate your strategy, Investor’s tools and resources can give you a deeper understanding of the strength of your portfolio, right down to your individual holdings. 

What X-Ray's new update can help you do

When markets shift, you may be overexposed to a given sector, or your stock/bond split could have drifted from target levels. X-Ray already gives you a clear overview of your portfolio’s position with lenses such as asset class, stock sector, stock style, and world region. With X-Ray's new update, you can now get that same in-depth analysis for individual securities, so you can quickly pinpoint how much influence singular holdings have on your overall portfolio. Whether you want to identify areas of opportunity, suss out risk, or just get a fuller picture of where you stand going into the new year, X-Ray's new holdings breakdown has you covered.

Take the new holdings breakdown for a spin

There are two ways to access any holdings breakdown within X-Ray:

1. From X-Ray's Overview page: Just look for View Breakdown in any section.

2. From the X-Ray menu: Individual X-Ray sections now include a holdings breakdown at the bottom of each page. (Note: Fixed-income style does not include a holdings breakdown at this time.)

Portfolio tips from Morningstar's experts

If you’re looking for more ways to ring in 2025 with a fresh perspective, we’ve got resources ––all included with your subscription––to help you along the way, including tips on how to activate these insights right in Investor: 

• A Year-End Portfolio Review for 2024: Christine Benz outlines her seven-step process for giving your financial plan and portfolios a check-up.
• You Probably Need to Rebalance: Amy Arnott helps readers reflect on the last time they rebalanced and what that means for their portfolios; the more time has passed, the more pressing the need.
• How to Rebalance Your Portfolio Before 2025: Christine Benz and Susan Dziubinksi offer a playbook for adjusting your portfolio heading into the new year.
• The Best Funds for Rebalancing in 2025: Susan Dziubinski provides a helpful primer for fund fans, highlighting top-rated ETFs and mutual funds that can bring balance to portfolios with out-of-whack asset allocations.
• Using Investor to Rebalance a Portfolio: Tackle reviewing and rebalancing your portfolio with our evergreen tips. You’ll also learn how to use Investor’s powerful tools to identify areas of opportunity and potential overlap that could impact how you’re allocated.

Wishing you many happy returns and a festive holiday season,

The Morningstar Investor team