Morningstar Minute: A simple first-time asset allocation

This basic plan suits a long-term investor with a strong risk tolerance.

Shehryar Khan, CFA 9 February, 2017 | 6:00PM

 

 

Shehryar Khan: Morningstar's director of personal finance, Christine Benz, recently emphasized the importance of determining the right asset allocation for your portfolio. But there are still plenty of questions to consider after you've decided your broad allocations. An investor with a long-time horizon and a strong tolerance for risk should consider an equity-dominated portfolio.

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About Author

Shehryar Khan, CFA

Shehryar Khan, CFA  Shehryar Khan, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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