Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

Rebalancing is a critical investment strategy employed by investors to ensure that their investment portfolio maintains its desired asset allocation over time. It involves adjusting the relative ...

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. A portfolio that was 60% stocks and 40% bonds 10 years ago would be 80% stocks and 20% bonds today. Joining me to discuss how to know if ...

The S&P 500 index is a key measure of the U.S. stock market, and understanding its rebalance dates is important for investors. These dates dictate when the index is updated, affecting how companies ...

It's arguably the biggest stock story of 2023: a small number of giant technology companies now make up a very large part of big indexes like the S&P 500 and the Nasdaq-100. Five companies (Apple, ...

Investing isn’t as simple as building a portfolio and just setting it on autopilot until retirement. You should be checking in on your investments from time to time for tune-ups, which investment pros ...

Thanks to the the red-hot stock market we've enjoyed over the past several months, there's a good chance your portfolio is up from a year ago. This also means you'll probably owe some amount of ...