But it also lands you squarely in the middle of a high-class financial dilemma: portfolio concentration. As Kenny Rogers famously sang in The Gambler: “If you’re gonna play the game, boy, you gotta ...

Growth stocks will either meaningfully slow or see valuations come down sharply, GMO's Ben Inker said this week.

There was a recent discussion about whether a 25%+ allocation in Apple was too high for a 22-year old investor. It is very important to take into account baseline future contributions and consider ...

Traditional asset pricing theory implies that diversified portfolios are optimal and suggest investors do not take advantage of international diversification opportunities, but more recent studies ...

With the IPO pipeline beginning to reopen around some of the largest private market companies, institutions may face a more ...

Direct indexing services can mitigate portfolio concentration risk by underweighting exposure in a tax-efficient way. No one wants their investment portfolio to succeed or fail based on the moves of ...

The winners-take-all effect of concentrated markets has reshaped the profile of global equity markets. At the end of 2025, the Magnificent Seven’s weight in the Morningstar Global Target Market ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Do concentrated strategies tend to outperform? Joining me to share some research on this topic is Alex Bryan. He is Morningstar's director ...

In the first two articles of our Dynamic Asset Allocation for Practitioners series ( Article 1 and Article 2), we explored a wide variety of ways to measure the raw, and risk adjusted, momentum of a ...

Berkshire Hathaway’s Q1 13F reveals major portfolio shifts as Greg Abel takes control of capital allocation with new bets, ...