Portfolio Construction
Featured
Portfolio Construction Topics
Portfolio Allocation
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A Midyear Portfolio Checkup in 7 Easy Steps
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How to Use TIPS in Your Portfolio
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How to Build a Portfolio You Don’t Have to Babysit
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How to Use Bitcoin in Your Portfolio
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Should Your Simple Retirement Portfolio Be More Complicated?
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Do You Need More Than 3 Buckets?
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Should You Buy and Hold an Artificial Intelligence Portfolio?
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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
Investing Styles
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3 Smaller-Company Stocks the Best Fund Managers Are Buying
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Markets Brief: Q2 Earnings Season Begins With the Banks
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Why We Like Dodge & Cox Stock
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Are US Large-Growth Stocks as Unstoppable as They Seem?
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Large-Growth Funds Dominate ... Again
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Finding Small-Cap Stock Opportunities In a Big-Cap World
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10 Best Value Stocks to Buy for the Long Term
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The Best Growth Funds
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How to Use Small-Cap Stocks in Your Portfolio
Portfolio Maintenance
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Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons
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Why More Diversification Doesn’t Mean Better Returns
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The Best Funds for Rebalancing in 2024
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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
Investment Factors
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Is the Era of Volatility-Suppressing Policies Possibly Over?
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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
More in Portfolio Construction
Portfolio Basics: How to Build an Investment Portfolio
Your guide to creating and cultivating a portfolio that works for you.
How to Use Small-Cap Stocks in Your Portfolio
What you need to know about the advantages and risks of investing in small-cap stocks.
The Best Balanced Funds
Morningstar analysts’ top picks for hands-off investors.
Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons
They come with risks, but these bonds have low correlation with common asset classes.
How to Use TIPS in Your Portfolio
What you need to know about the advantages and risks of investing in TIPS.
How to Make Sure Your Personalized Portfolio Doesn’t Backfire
A total wealth approach can lead to better outcomes.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
Why More Diversification Doesn’t Mean Better Returns
Plus, the best and worst bond diversifiers, and where cash fits in a portfolio.
Where We See Opportunities in June as Stocks Recover Losses
Can’t keep a good market down: Stocks recover April losses.
How to Use Bitcoin in Your Portfolio
What you need to know about the advantages and risks of investing in cryptocurrency.
10 Financial Rules of Thumb You Don’t Have to Follow
Understand your goals so you know which guidelines can (and can’t) help you achieve them.
Private Equity: How Much Should You Allocate?
What to know about the benefits and risks for your portfolio.
5 of the Best Ways to Invest Money
Here are five common strategies that investors use to save for retirement.
How to Find the Right Value Fund for Your Portfolio
Do you need deep value, classic value, or flexible value?
When to Reinvest Dividends (or Not)
Making sure you have a system in place to handle dividend proceeds is a small but important task.
Do Sector Funds Merit a Place in Investors’ Portfolios?
Other than energy stocks, most sectors haven’t brought much to the party.
Tax-Deferred ESG Retirement-Bucket Portfolios for Mutual Fund Investors
These portfolios are composed of mutual funds with strong ESG and investing track records.
Tax-Deferred ESG Retirement-Saver Portfolios for ETF Investors
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
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.