Free Portfolio Checkup
Are your investments as diversified as you think they are? You needn’t pay a financial planner to evaluate your holdings. Simply use Morningstar.com’s Instant X-Ray tool to check for balance among stock sectors, investment styles, geographic regions and more. Many online brokerages provide similar tools for their account holders, too.
Then, check out Kiplinger’s 25 favorite funds and our model portfolios to establish the mix of investments that’s right for you.
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