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 isn’t to ...

Send a client or prospective client your portfolio -- or a link to your portfolio -- online to give him instant access to examples of your work, which aids him in making a quick decision on whether to ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Jeffrey R. Young nicely summarized the emerging excitement about online portfolios (“‘E-Portfolios’ Could Give Students a New Sense of Their Accomplishments,” March 8). In doing so, he also pointed ...