If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

Amy C. Arnott of Morningstar If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— ...

Discover how to navigate potential lost decades in investing. Learn portfolio strategies for managing high market valuations.

Building a portfolio that pays you every month is something that millions of investors are striving for at this point. Yes, ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

As we enter a period of nearly certain economic volatility, many investors are growing concerned about the durability of their portfolios and looking for ways to batten down the hatches in advance of ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...