Portfolio Construction
Featured
Portfolio Construction Topics
Portfolio Allocation
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How AI Is Taking Over Your Portfolio
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7 Investments to Keep Out of Your Taxable Account
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Our Best Investment Portfolio Examples for Savers and Retirees
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How Much of Your Portfolio Should Be ‘Mad Money’?
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Tax-Efficient Retirement-Saver Portfolios for ETF Investors
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Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors
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Tax-Efficient Retirement-Saver Portfolios for Schwab Supermarket Investors
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Tax-Efficient Retirement-Saver Portfolios for T. Rowe Price Investors
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Tax-Efficient Retirement-Saver Portfolios for Fidelity Investors
Investing Styles
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The Best Equity ETFs
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The Best Small-Cap ETFs
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For Size and Value Tilts, Simple Is Better
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Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
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10 Best Growth Stocks to Buy for the Long Term
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Smart Investor: Next Drivers for Stocks, Risks for Index Investors, and Economic Outlook
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Don’t Make This Mistake When Chasing Higher Bond Yields
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These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade
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Why Low Dividend Yields Are Actually Good News for Investors Seeking Income
Portfolio Maintenance
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4 Key Questions for Investors to Ask at the Start of Q4
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When Diversification Doesn’t Tame the Ride
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Christine Benz: 5 Investments You Don’t Really Need
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3 Big Risks Index Fund Investors Face Today
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How Much of Your Portfolio Should Be ‘Mad Money’?
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September Stock Market Outlook: How to Position Your Portfolio During a Risky Stage
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David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
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AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
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ETFs Continue to Gather Assets Despite Performance Woes in July
Investment Factors
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Why Are Some of the Strongest Stocks Struggling This Year?
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Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight
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10 Best Growth Stocks to Buy for the Long Term
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Markets Brief: Here’s How High Yields Could Trip Up the Bull Market
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Don’t Make This Mistake When Chasing Higher Bond Yields
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These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade
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The Risks That Could Derail the Stock Market Further
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Why the US Treasury Is Battling the Bond Market and What Investors Can Do About It
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Why Higher Bond Yields Can Be ‘a Great Thing’
More in Portfolio Construction
3 Big Risks Index Fund Investors Face Today
Index investing can be risky—take it from me, I’m an indexer.
Thematic ETFs Are Popular Again. Yikes.
Fun as theme-based ETFs might seem, they’ve tied investors in knots.
The Surprising Stocks Beating the Market in 2026
Companies spending on dividends and buybacks are winning this year.
Our Best Investment Portfolio Examples for Savers and Retirees
This collection of Morningstar model portfolios from Christine Benz can help investors build portfolios to reach their financial goals.
How Much of Your Portfolio Should Be ‘Mad Money’?
The DFA founder and author of ‘Stay Calm’ has ideas on how investors can benefit from ‘scientifically based hope’ and limit the portfolio damage from more speculative bets.
Tax-Efficient Retirement-Saver Portfolios for ETF Investors
Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts.
Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors
A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.
Tax-Efficient Retirement-Saver Portfolios for Schwab Supermarket Investors
Schwab’s solid exchange-traded funds make these stock-heavy portfolios straightforward and cheap.
Tax-Efficient Retirement-Saver Portfolios for T. Rowe Price Investors
Despite the firm’s lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.
Tax-Efficient Retirement-Saver Portfolios for Fidelity Investors
Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.
Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors
These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes.
Tax-Efficient Retirement-Saver Portfolios for Mutual Fund Investors
We’ve designed these portfolios to maximize returns while limiting Uncle Sam’s take.
Model Vanguard Portfolios for Short- and Intermediate-Term Goals
With ultralow costs, Vanguard is a solid place to invest for spending goals that are close at hand.
Model Portfolios for Short- and Intermediate-Term Goals
Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.
Tax-Sheltered ESG Retirement-Saver Portfolios for Mutual Fund Investors
These mutual fund portfolios were developed with serious ESG investors in mind.
Tax-Sheltered ESG Retirement-Saver Portfolios for ETF Investors
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
Tax-Sheltered Retirement-Saver Portfolios for T. Rowe Price Investors
It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.
Tax-Sheltered Retirement-Saver Portfolios for ETF Investors
These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement.
Tax-Sheltered Retirement-Saver Portfolios for Mutual Fund Investors
These portfolios are geared toward the tax-deferred accounts of people who are still working and saving.
Tax-Sheltered Retirement-Saver Portfolios for Schwab Supermarket Investors
We combine top-rated active funds with Schwab’s low-cost index products.
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