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Portfolio Construction
Featured
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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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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
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What Is Driving Small-Cap Stock Underperformance?
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5 Top-Performing Small-Growth Funds
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10 Cheap Dividend-Growth Stocks to Buy
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This Vanguard Fund Is a Top Choice for Value Investors
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13 Top-Performing Large-Value Funds
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
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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.
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The Best Balanced Funds
Morningstar analysts’ top picks for hands-off investors.
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Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons
They come with risks, but these bonds have low correlation with common asset classes.
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How to Use TIPS in Your Portfolio
What you need to know about the advantages and risks of investing in TIPS.
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How to Make Sure Your Personalized Portfolio Doesn’t Backfire
A total wealth approach can lead to better outcomes.
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How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
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Why More Diversification Doesn’t Mean Better Returns
Plus, the best and worst bond diversifiers, and where cash fits in a portfolio.
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Where We See Opportunities in June as Stocks Recover Losses
Can’t keep a good market down: Stocks recover April losses.
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How to Use Bitcoin in Your Portfolio
What you need to know about the advantages and risks of investing in cryptocurrency.
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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.
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Private Equity: How Much Should You Allocate?
What to know about the benefits and risks for your portfolio.
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5 of the Best Ways to Invest Money
Here are five common strategies that investors use to save for retirement.
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How to Find the Right Value Fund for Your Portfolio
Do you need deep value, classic value, or flexible value?
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When to Reinvest Dividends (or Not)
Making sure you have a system in place to handle dividend proceeds is a small but important task.
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Do Sector Funds Merit a Place in Investors’ Portfolios?
Other than energy stocks, most sectors haven’t brought much to the party.
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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.
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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.