Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios ...

These sample fund portfolios for conservative, moderate and aggressive investors target consistent growth in an uncertain ...

For clients who can’t stomach volatility, there are a number of ways to reduce wide swings in their portfolios.

Someone in their 20s, for example, might hold 100% of their investment portfolio in diversified stocks (likely through equity funds) if they have some cash set aside in an emergency fund and don't ...

In this article, we’ll break down what an investment portfolio is, explain the elements of a great portfolio setup (with examples), and show you how to build your own diversified investment ...

“Investment portfolios are appropriate for anyone who ... In a bull market when stock prices are rising, for example, bond yields are generally declining. Even as you’re potentially losing ...

Knowing how to build an investment portfolio can help you achieve your ... you'll end the year with $1,210 (1,100 x 1.1). This example demonstrates why it's essential to start investing as early ...

Divide each investment's current value by the total portfolio value. Example: If you have $10,000 total and one stock is worth $2,000, its weight is 20%. The last two sets of figures can be used ...

This objective focuses on long-term growth by investing in assets like stocks and aims to increase the portfolio's value over time. Example: It could allocate 70% to stocks-focusing on technology ...

Example: ($1,500 current value - $1,000 original cost + $50 dividends - $10 fees) ÷ $1,000 original cost = 54% return Add up the current value of all your investments to get your total portfolio ...