You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

Rebalancing your portfolio is one of the most fundamental yet often overlooked disciplines in long-term investing. That's too bad. Because this vital maintenance task is among the easiest and least ...

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, ...

A resilient portfolio reduces volatility by spreading risk across assets, sectors, and regions to limit damage when markets stumble.

Discover how to balance risk in your investment portfolio for 2025, ensuring growth while remaining stable in an uncertain market. Real estate provides stability and income growth — and the ...

In today's article, I will share my asset allocation going into the new year. As you read this, keep in mind that what makes sense for me may not make sense for you. We each have different objectives, ...

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 ...

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...