Wednesday, June 26, 2019

The more clear you are, the better you can design a portfolio.

The performance of ABSL Hybrid Balanced 95 leaves much to be desired.

Don't be eager to exit funds due to its reclassification. Check if there really is a mandate change.

There are many factors that must be considered when picking the funds for your portfolio.

Here are some general comments on the portfolios of our readers.

While it's good to have exposure to smaller fare, it should be in proportion to the rest of the portfolio.

You need to know how much you want to accumulate over which time frame.

Systematic investment is the best way to reach your goals.

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries ONLY related to mutual funds and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

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