Course 308: Adding Mutual Funds to a Stock Portfolio
How to Add Funds
In this course
1 Introduction
2 Funds Provide Stability
3 Funds Guide You Down the Road Less Traveled
4 Funds Balance Your Investment Style
5 How to Add Funds

Figuring out your appropriate stock/fund mix is (you knew this was coming) up to you.

Begin by looking for gaps in your portfolio. Online portfolio tools like Morningstar.com's Instant X-RayandPortfolio Managercan help you in this analysis.

Do you have any foreign exposure? Do your assets cluster in particular sectors or style-box positions? Consider investing in mutual funds to gain exposure to countries, sectors, and styles that your portfolio currently lacks.

Next: The Quiz >>


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