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 ...

Buffett is considered the greatest investor of all time. Just $1,000 can build a mini-Buffett portfolio. They don't call him ...

Take your investment strategy to the next level. Learn how a resilient portfolio can help limit your losses in a downturn, ...

Portfolio diversification is also important -- but not too much. But how can you build a Buffett-inspired portfolio for ...

Structural changes in financial markets mean we need a different mix of asset classes to deliver dependable returns ...

Want to grow wealth but don’t want to have to spend hours poring over your investment portfolio or investment decisions? If so, a lazy portfolio may be right for you. Lazy portfolios are designed to ...

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 ...