Portfolio Planning

The highest ratings go to strategies that analysts conclude will outperform their Morningstar Category benchmarks over a full market cycle on a risk-adjusted basis net of fees. As of May 31, 2022, we assign

Strategies in this bucket—like long-short equity and derivative income funds—will often be highly correlated to traditional markets but perhaps have less volatility. Modifiers are correlated with the common risk factors

Yields are important, but so are liquidity considerations and guarantees.

Crypto is getting a lot of attention, but there are risks. Is now the time to jump in?

Much ink has been spilled declaring the demise of the traditional 60/40 portfolio. We have recently published analyses on how investors might rethink traditional approaches to diversification. We’ve also found that there have been few better alternatives to the classic.

It is a well known story that it was Charlie who helped Warren escape the pure Ben Graham model of value investing which had worked so well in the years of the Buffett Partnership
Every time I read a new SA article about Alibaba pointing out wonderful things involving its growth rate, profit margins, etc, my head automatically forms the sentence “Oh my God, there goes another piece asking and answering the wrong question!’

27 Stocks and Fund Picks Based on 2022 Experts’ ForecastsExperts think international stocks are attractive. Here are some of Morningstar’s best ideas for non-U.S. equity exposure.

Morningstar Prospects, a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of eventual full coverage, added four new strategies in the second half of 2021.

Alternatively, Peng argued that investors should consider a rising rate hedged strategy like the Advocate Rising Rate Hedge ETF (RRH), an active fund that uses Treasury securities and derivatives should long-term yields increase faster than short-term yields.

The actively managed RRH seeks to achieve its investment objective primarily by investing in a combination of U.S. Treasury securities; forwards, futures, or options on various currencies; long and short positions on the short and long end of the Treasury or swap yield curve via futures, swaps, forwards and other over-the-counter derivatives; long and short positions on equity indexes and/or investment companies, including ETFs; and commodity futures and options

In the upcoming webcast, Inflation and Rising Rates: An Advisor’s Playbook For 2022, Jose Cherian, Senior Product Manager, Vident Financial; and Scott Peng, Founder & CEO/CIO, Advocate Capital Management, will highlight alternative strategies investors can use to prepare their portfolios for a rapidly evolving market environment.