![]() |
![]() |
![]() |
![]() |
![]() | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Course 307: Getting More Conservative | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Test Drive Before You Buy | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Before deciding that you want to add dividend-paying stocks, developed-markets stocks, or short-term bond funds to your portfolio, find out how these new choices would work with and affect your current mix. Many online financial Web sites offer tools that can help. Once you see all of the holdings for your "conservative" portfolio, answer a few questions:
You may be surprised by what you find. You may see, for example, that you're becoming too conservative. Or, conversely, that the changes you want to make aren't going to make much of a difference as far as your future returns or future volatility are concerned. Or you may find that you've built a better portfolio for your goal. Next: The Quiz >> |
![]() |
![]() |
![]() |
![]() |
||
![]() |
||
![]() |
![]() |
![]() |
![]() |
||
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores. | ||
![]() |
||
© Copyright 2015 Morningstar, Inc. All rights reserved. Please read our Privacy Policy. If you have questions or comments please contact Morningstar. |
||