Morningstar, Inc. - January 13, 2026
5 Smart Ways to Diversify Your Portfolio in 2026
Plus: Stocks to Buy for January 2026, rising questions around...
 Morning DigestSusan Dziubinski These strategies can improve your investment portfolio’s resiliency. 
ADVERTISEMENT  Portfolio Diversification  Add resilience by diversifying your portfolio with a variety of holdings. Tori Brovet  Asset correlations can be flawed diversification metrics when used in a vacuum. Dan Lefkovitz  Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio. Christine Benz, Margaret Giles Investing Insights This is a significant escalation in tension between the president and the Fed chair. Ollie Smith, Sarah Hansen Our outlook shows inflation ticking up to 2.7%, with GDP growth slowing. Preston Caldwell Long-term winners seldom outperform like clockwork. Instead, investors should focus on funds’ other traits. Jeffrey Ptak Plus, our stock market outlook for the year ahead. David Sekera, Susan Dziubinski Coca-Cola and Fair Isaac are among the stocks that fell into undervalued territory. Bella Albrecht Crown Castle and Tencent Music are now seen as significantly undervalued. Bella Albrecht Home Depot and Siemens are among the stocks now rated as expensive. Bella Albrecht More New Stock Analyst Reports On Jan. 9, President Donald Trump called for a temporary 10% cap on credit card interest rates, effective Jan. 20. The statement was mostly a call to action and did not contain any policy or legislative announcements. We think a cap is unlikely to be implemented, but if enacted, it would have dire consequences for credit card profitability. Many credit card portfolios carry credit costs that are too high to be supported under a 10% limit on interest rates. We would expect Capital One, Synchrony (SYF), and Bread to suffer from heavy losses under a cap that low. New Fund Analyst Reports Axiom International Equity’s (JIJAX) long-tenured managers have built a collaborative, forward-looking investment process, making it a solid choice for international large-growth investors. This strategy includes the subadvised John Hancock International Dynamic Growth (JIJAX) and a separately managed account. The team here has deep roots and plenty of experience. The Tools You Need to Invest Like an Analyst Stay connected:
|
Unsubscribe from this newsletter. Or update your email preferences.
© 2026 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602
