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.
Global Investing
Must-Do 2026 Financial List with Morningstar’s Christine Benz
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
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?
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE
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 […]
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS TIME TO TAKE SOME PROFITS REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS INTERNATIONAL VALUE QUALIFIES Watch the related WEALTHTRACK episode.
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals Appreciation Vs. Fundamentals (2019 Performance) S&P 500 +29% capital appreciation S&P 500 +2% earnings per share Watch the related WEALTHTRACK episode.