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How to Diversify Your Portfolio to Handle a Market Correction
Manage episode 455273397 series 2753
Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving Growth’s Impressive Run?
Why Is it Important to Rebalance Now
What Triggered Growth’s Largest Selloffs Since 2000
What Was Unusual About the Growth Correction in 2022
Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund
Bond Funds that are Defensive if Growth Gets Crushed
Small-Value Funds Out of Sync With Large Growth
Mid-Growth Funds that are Good Diversifiers
Read about topics from this episode.
Subscribe to the Morningstar FundInvestor newsletter.
6 Top-Performing Large-Growth Funds
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
How to Rebalance Your Portfolio Before 2025
The Best Funds for Rebalancing in 2025
What to watch from Morningstar.
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
406 episodes
Manage episode 455273397 series 2753
Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving Growth’s Impressive Run?
Why Is it Important to Rebalance Now
What Triggered Growth’s Largest Selloffs Since 2000
What Was Unusual About the Growth Correction in 2022
Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund
Bond Funds that are Defensive if Growth Gets Crushed
Small-Value Funds Out of Sync With Large Growth
Mid-Growth Funds that are Good Diversifiers
Read about topics from this episode.
Subscribe to the Morningstar FundInvestor newsletter.
6 Top-Performing Large-Growth Funds
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
How to Rebalance Your Portfolio Before 2025
The Best Funds for Rebalancing in 2025
What to watch from Morningstar.
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
406 episodes
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