The purpose of this series is to track the performance of a value-oriented portfolio constructed through the lens of a millennial investor. It is my plan to update this series on a monthly basis to ...

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 ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that ...

Global stocks aren’t nearly as expensive as they were in 2000. That’s because the CAPE ratio of foreign stocks is just 22, compared to 40 for US equities. We have never had such a huge disparity in ...

The holiday season is a time of giving, and investors are searching for the perfect gift to give their portfolios. While the classic 60/40 mix of stocks and bonds has long been a staple, the rise of ...