Morningstar

Advisor Upside

Investors Need Real Talk About Interval Funds

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Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain.

2 min read

Advisor Upside

Five Signs It’s Time to Reduce Equity Exposure

We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing.

3 min read
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Advisor Upside

Alts Are Here. Now, It’s Time to Diversify

Equity market-neutral strategies, commodities and managed futures funds are some of Morningstar portfolio manager Amy Arnott’s top picks.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard’s New Custom Model Portfolios Hope to Prove One Size Doesn’t Fit All

Vanguard will now let advisors tailor certain models to their specific values and tax preferences.

1 min read

Advisor Upside

Why Investor Returns Don’t Always Match Fund Performance

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2 min read

Advisor Upside

Diversification Is Better than a Free Lunch

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

ETF Upside

Diversification Topped Plain Vanilla Last Year. That’s an Outlier

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A comparison of a well-diversified portfolio versus the basic 60/40 strategy shows that plain vanilla won most of the time over 20 years, according to Morningstar.

1 min read

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