I wish I knew what a 60/40 portfolio was, but I’m too embarrassed to ask
Too embarrassed to ask: what is a 60/40 portfolio?
Too embarrassed to ask

I wish I knew what a 60/40 portfolio was, but I’m too embarrassed to ask

If you’ve ever spoken to a financial adviser or read an investment magazine, you may have heard the term “60/40 portfolio”. But what exactly is a 60/…
16 Mar 2021
How to avoid being ruined by market bubbles
Investment strategy

How to avoid being ruined by market bubbles

It’s not always easy to spot bubbles. And even if you do spot them, they can be hard to resist. Here, John Stepek explains how to overcome your natura…
29 Jan 2021
Why now is a good time to rebalance your portfolio
Praia Dona Ana, Portugal
Investment strategy

Why now is a good time to rebalance your portfolio

Rebalancing your portfolio is a healthy financial habit. But it could be particularly important this year, says John Stepek.
11 Jan 2021
I wish I knew what asset allocation was, but I’m too embarrassed to ask
Too embarrassed to ask

I wish I knew what asset allocation was, but I’m too embarrassed to ask

Asset allocation is the process of dividing your investments between different asset classes, such as shares, bonds, property, cash and gold. Here's h…
6 Oct 2020
Why cash is the most undervalued asset in your portfolio
Investment strategy

Why cash is the most undervalued asset in your portfolio

Cash normally seems like the dullest part of a portfolio – but times like these remind us why it’s worth paying the price to keep some in reserve.
4 May 2020
Just five assets matter for investors. Here's what they are
Investment strategy

Just five assets matter for investors. Here's what they are

Every investor’s needs are different – but most can be met by the right combination of five investments
11 Feb 2020
New year, new investments – time to rebalance your portfolio
Asset allocation

New year, new investments – time to rebalance your portfolio

Don’t let your holdings become unbalanced – set clear guidelines and a definite date for an annual review of your investment portfolio
4 Feb 2020
Cover of MoneyWeek magazine issue no 1022, Friday 23 October 2020

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The real value of rebalancing your portfolio
Investment strategy

The real value of rebalancing your portfolio

Rebalancing your portfolio is a widely parroted investment basic, but not everyone agrees that it boosts your returns
3 Aug 2018
How to construct a portfolio
Investment strategy

How to construct a portfolio

How do you go about putting all of your assets together? Matthew Partridge explains the art of portfolio construction.
8 Apr 2016
The best way to stay diversified
Investment strategy

The best way to stay diversified

Asset allocation is a great way to structure your portfolio. Cris Sholto Heaton explains how to do it, and why rebalancing is important.
30 Dec 2014
You can’t predict the future. So how do you invest for it?
Investment strategy

You can’t predict the future. So how do you invest for it?

Investors can never be sure what's around the corner, but you can prepare for the unexpected. John Stepek explains asset allocation – an investment s…
14 Nov 2014
What’s a portfolio, and how do you build one?
Asset allocation

What’s a portfolio, and how do you build one?

Not putting all your eggs in one basket is one of the oldest pieces of investment advice. So how do you start to build your portfolio, and what should…
26 Jul 2012
Your financial survival could depend on how you split your assets
Investment strategy

Your financial survival could depend on how you split your assets

Your best bet at preserving capital and achieving growth in the months ahead is sensible asset allocation, says Bengt Saelesnminde. Here's how.
9 Dec 2011
The easiest way to diversify your portfolio
Funds

The easiest way to diversify your portfolio

One of the most important things an investor can do is to get asset allocation right. Exchange traded funds offer one of the easiest ways to do this. …
16 Apr 2010