Just like stocking up on rock salt for the winter or slathering on the sunscreen in summer, investing for the long-term also includes tasks that come with the seasons.
And while you turn to Morningstar Investor year-round to keep an eye on your holdings, the approaching New Year brings the need for investment retrospection––a deep dive into your portfolio to make sure your strategy aligns with your holdings.
If you’re looking to ring in 2024 with a fresh perspective on your portfolio, 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:
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A Year-End Portfolio Review for 2023: Christine Benz outlines her seven-step process for giving your financial plan and portfolios a check-up.
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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.
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The Best Funds for Rebalancing for 2024: 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.
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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 uncover your asset class breakdown for funds and sector allocation for stocks.
Wishing you many happy returns and a happy holiday season!