Portfolio Construction
Morningstar’s guidance on managing your investment portfolio. Learn how to find the right portfolio asset allocation for your goals, understand how market conditions can affect your portfolio positioning, and know how to make sound decisions as market conditions change.
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Portfolio Construction Topics
Portfolio Allocation
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Tax-Deferred ESG Retirement-Bucket Portfolios for Mutual Fund Investors
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Tax-Deferred ESG Retirement-Saver Portfolios for Mutual Fund Investors
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Tax-Deferred ESG Retirement-Bucket Portfolios for ETF Investors
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Tax-Deferred Retirement-Saver Portfolios for ETF Investors
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Tax-Deferred Retirement-Saver Portfolios for Mutual Fund Investors
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Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
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Tax-Deferred Retirement-Saver Portfolios for T. Rowe Price Investors
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Tax-Deferred Retirement-Bucket Portfolios for T. Rowe Price Investors
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Tax-Deferred Retirement-Bucket Portfolios for ETF Investors
Investing Styles
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Find the Right Value Fund for Your Portfolio
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10 Best Growth Stocks to Buy for the Long Term
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2 Great Large-Cap ETFs
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11 Top-Performing Large-Blend Funds
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Small-Cap and Value Stocks Are Undervalued
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The Advantage of Low Stock Market Expectations
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5 Growth Stocks to Buy From the Best Money Managers
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2 Cheap Growth Stocks to Buy During 2Q
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Will Small-Cap Stocks Ever Catch Up?
Portfolio Maintenance
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3 Assets That Might Not Diversify as Well as You Think
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Are You Making These 5 Common Portfolio Mistakes?
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What Can Private Funds Offer You?
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Why Simpler Has Been Better for Portfolio Diversification
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How to Set the International Allocation in Your Portfolio
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Where International Diversification Works—And Where It Falls Short
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Which Bonds Provide the Biggest Diversification Benefit?
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Navigating Nvidia: Talking With Clients About the Elephant in the Room
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Top 10 Things to Know About Building a Diversified Portfolio
Investment Factors
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Bill Gross Warns Investors to Steer Clear of Bond Funds
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High Equity Yields Often Come at a Cost
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Why a Portfolio With Low ESG Risk Can Better Withstand a Market Crisis
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
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Victor Haghani: Lessons From the Missing Billionaires
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Is a Reversal of Fortune on the Horizon for Small Caps?
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Options Income Like JEPI Isn’t for Everyone
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3 Key Retirement Decisions Affected By Higher Yields
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Sonali Pier: Don’t Rent Yield
More in Portfolio Construction
Tax-Deferred ESG Retirement-Saver Portfolios for Mutual Fund Investors
Anchored in actively managed funds, these portfolios were developed with serious ESG investors in mind.
Tax-Deferred ESG Retirement-Bucket Portfolios for ETF Investors
These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures.
Tax-Deferred Retirement-Saver Portfolios for ETF Investors
These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement.
Tax-Deferred Retirement-Saver Portfolios for Mutual Fund Investors
These portfolios are geared toward the tax-deferred accounts of people who are still working and saving.
Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.
Tax-Deferred Retirement-Saver Portfolios for T. Rowe Price Investors
It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.
Tax-Deferred Retirement-Bucket Portfolios for T. Rowe Price Investors
The topnotch steward fields serviceable—or better—funds in all major asset classes.
3 Assets That Might Not Diversify as Well as You Think
Real estate, high-yield bonds, and cryptocurrency don’t always live up to their reputation as portfolio diversifiers.
A Retirement Readiness Checklist
Evaluating your retirement plan can be more manageable if you break it into smaller steps.
Tax-Deferred Retirement-Bucket Portfolios for ETF Investors
These portfolio mixes are geared toward retirees with different time horizons and risk tolerances/capacities.
Are You Making These 5 Common Portfolio Mistakes?
Problem spots in real-world portfolios—and how to fix them.
Does Your Portfolio Need a Risk Audit?
Here’s how to find the risks hiding in your portfolio.
Morningstar’s 2024 US Morningstar Outstanding Portfolio Manager Award Winner
JPMorgan Equity Income’s Clare Hart’s long, consistent, solid record wins the day.
What Higher Inflation Means for Stock/Bond Correlations
The two assets usually move more in tandem during inflationary periods.
Considering Private Equity? Think Twice Before Investing in Business Development Companies
BDCs offer investors a way into private equity, and they’re hard to recommend.
What to Know About the Federal Thrift Savings Plan TSP G Fund
Be mindful of the opportunity costs of this conservative investing option.
Bill Gross Warns Investors to Steer Clear of Bond Funds
Should you heed this legendary bond investor’s advice?
Look Inside Berkshire Hathaway’s Portfolio Before Its Annual Meeting
Warren Buffett’s stock portfolio through the lens of Morningstar’s ratings.
5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio.
Morningstar Awards for Investing Excellence: Outstanding Portfolio Manager Nominees
Consistency, longevity, discipline, and temperament are the hallmarks of these three funds’ managers.