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 ...

Investing in value stocks can be a good way for investors to strike a balance between growth, dividends, and long-term ...

Stay liquid: Always keep a percentage in stablecoins to capture dips and reallocate during volatility. Think long-term: Avoid ...

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 ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on sound ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...