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Investing Specialists

Trends and Takeaways From 2017's First Half

As you conduct a midyear portfolio review, a rundown of the key forces affecting its performance.

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"Your portfolio is like a bar of soap. The more you handle it, the smaller it gets."

This will always be one of my favorite pieces of investment wisdom. Not only is it folksy and easy to relate to, but there seems to be quite a bit of truth to it. In my experience, hands-off investors are invariably more successful--not to mention more relaxed--than those who are too plugged in and active with their holdings.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.