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Portfolios 308: Adding Mutual Funds to a Stock Portfolio

Introduction to Adding Mutual Funds to a Stock Portfolio Funds Provide Stability, Guide You Down the Road Less Traveled, and Balance Your Investment Style How to Add Funds to Your Portfolio Summary of Adding Mutual Funds to a Stock Portfolio
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How to Add Funds to Your Portfolio

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How to Add Funds to Your Portfolio

Figuring out your appropriate stock/fund mix is (you knew this was coming) up to you.

Things To Know

  • Start with the gaps.

Where to start

Begin by looking for gaps in your portfolio. Online tools such as those offered by Morningstar offer an easy way to check for gaps.

Do you have any foreign exposure? Do your assets cluster in particular sectors or style-box positions? Consider investing in mutual funds to gain exposure to countries, sectors, and styles that your portfolio currently lacks.