Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Every sportscar owner I have ever talked to had the same opinion: accelerating quickly is much more fun than driving fast. I believe the same applies to investing, which is why I'm somewhat happy I ...

You’ve mastered the basics of investing, like stocks, bonds, and retirement accounts. Now, you’re ready to take your investment strategy to the next level and build a portfolio that can weather ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

Building a portfolio is all about having a firm foundation. Exchange-traded funds (ETFs) help build firm foundations that protect you from major losses during weak periods in the stock market in ...

Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

The Dividend Income Accelerator Portfolio aims to generate sustainable income and strong risk-adjusted returns through broad diversification and a blend of dividend income and growth. Recent additions ...

Investing in ETFs is one of the simplest ways to build wealth in the stock market. There are loads of ETFs to choose from, all with varying levels of risk and returns. A well-balanced, diversified ...

Building a recession-proof stock portfolio can help investors weather economic downturns with greater stability and confidence. While no portfolio can be entirely recession-proof, selecting resilient ...