Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Over five days this week, Christine Benz's 2019 Portfolio Tuneup special report aimed to help troubleshoot problem spots and put your portfolio on track for the year ahead. She tackles portfolio viability, asset allocation, holdings quality, volatility, and offers her model portfolios.