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PORTFOLIO MANAGEMENT News & Analysis

When should you sell shares?
Personal Finance
When should you sell shares?
Plenty of people will tell you what to buy but few weigh in on when to sell. 
Mark LaMonica, CFA | 27 February 2024
3 questions for small-cap portfolio manager Katie Hudson
Video
3 questions for small-cap portfolio manager Katie Hudson
We discuss her approach to stock picking, the sectors she's holding, and whether markets are still too optimistic.
Sarah Dowling | 22 March 2023
Portfolio rules of thumb: do they stack up?
Personal Finance
Portfolio rules of thumb: do they stack up?
Investing can be complicated, but common portfolio guidelines can be a good starting point.
Amy C. Arnott | 12 February 2023
7 investing lessons from my years at Morningstar
Personal Finance
7 investing lessons from my years at Morningstar
Always remember to go beyond the label, stick to your investing guns (and goals) and consolidate those super accounts.
Emma Rapaport | 20 May 2022
On the brink of a bear market – what you should do next: Editor’s Note
Personal Finance
On the brink of a bear market – what you should do next: Editor’s Note
Faced with the prospect of a lengthy downturn, it’s time for resilience in minds and portfolios – the grit to respond in a way that not...
Emma Rapaport | 16 May 2022
Is it time to recession-proof your portfolio?
Video
Is it time to recession-proof your portfolio?
Here's what investors who are worried about a recession should consider today.
Christine Benz | 11 May 2022
How to invest like Buffett: 2022
Personal Finance
How to invest like Buffett: 2022
Delve into Warren Buffett's investing philosophy.
Susan Dziubinski | 26 April 2022
Should you adjust your asset allocation for higher rates?
Retirement
Should you adjust your asset allocation for higher rates?
Amid rising inflation and interest rates and geopolitical tensions, it could be time for investors revsit their portfolios.
Anthony Fensom | 15 March 2022
Should you have a 'fun' portfolio?
ETFs
Should you have a 'fun' portfolio?
Funny money, satellite portfolio, wild speculation: A pile of money to shoot for the moon can be investors’ pressure relief valve and stop...
Ben Johnson, CFA | 22 February 2022
Is your portfolio ready for rising interest rates?
Personal Finance
Is your portfolio ready for rising interest rates?
With rates on the move, here's how to assess your stock, bond, and cash holdings.
Christine Benz | 22 February 2022