- Streamlined Portfolios & Financial Plans That Work for Christine Benz February 6, 2026
Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us.
- Must-Do 2026 Financial List with Morningstar’s Christine Benz January 30, 2026
Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.
- Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix January 23, 2026
Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?
- MAKE SURE YOU ARE TRULY DIVERSIFIED September 10, 2021
MAKE SURE YOU ARE TRULY DIVERSIFIED- Not truly diversified until you own something that makes you uncomfortable
- Uncomfortable usually means: unpopular, underperforming and cheap
- “Uncomfortable” assets today include:
- Value stocks
- Emerging markets stocks and bonds
- EXTEND YOUR INVESTMENT TIME HORIZON April 9, 2021
EXTEND YOUR INVESTMENT TIME HORIZON
PROBABILITY OF A LOSS FOR THE S&P 500
(Rolling Price Returns, Jan 1930 – Jan 2021)- 1 day investment = 46% chance of loss
- 1 year investment = 31% chance of loss
- 5 year investment = 19% chance of loss
- 10 year investment = 10% chance of loss
Source: Richard Bernstein Advisors “Insights” March 2021
Watch the related WEALTHTRACK episode.
Continue reading → - MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY March 26, 2021
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY
Laggards of last decade coming to life
- Value stocks should outperform growth
- Small-caps should outpace large companies
- International stocks, particularly in emerging markets should lead domestic
Watch the related WEALTHTRACK episode.
Continue reading → - READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK February 19, 2021
READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK
Against the Gods: The Remarkable Story of Risk
Watch the related WEALTHTRACK episode.
Continue reading → - AVOID MARKET TIMING February 12, 2021
AVOID MARKET TIMING
- Historical evidence shows market timing leads to significantly lower returns than buy and hold strategy
- Market timing also leads to increased volatility
- “…the volatility of investor returns is higher than the corresponding volatility in nearly all specifications.”
- “Specifications’’ considered: individual stocks, stock mutual funds and stock indexes in U.S. and major international markets
- Increase in volatility with trading is significant: 10-75% higher.
Source: “The Volatility of Stock Investor Returns” Ilia D. Dichev, Emory University, Xin Zheng, University of British Columbia
Watch the related WEALTHTRACK episode.
Continue reading → - TAKE SOME RISK OFF THE TABLE February 5, 2021
TAKE SOME RISK OFF THE TABLE
- Market Conditions Flashing Caution
- Winning By Losing Less: A Tried And True Approach
- Trim Some Of Your Most Elevated Holdings
Watch the related WEALTHTRACK episode.
Continue reading → - CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE November 13, 2020
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND
Combined Chinese Stock Markets Second Largest in World
China’s A-share market:
- Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges
- Gradually opening up to foreign investors
More A-shares being included in major indexes including MSCI Emerging Markets indexes
Morningstar’s Gold and Silver Medalist China Region Funds
- Matthews China Investor MCHFX – Gold
- Matthews China Dividend Investor MCDFX – Silver
- Matthews China Small Companies MCSMX – Silver
Watch the related WEALTHTRACK episode.
Continue reading →
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