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Morningstar's Guide to Investing Ideas for 2015

The New Year prompts a fresh look at your investment portfolio - are you carrying deadweight and where are the best opportunities for the coming year?

Emma Wall 6 January, 2015 | 9:23AM

Have you made any New Year’s resolutions? What about considering your financial health alongside those plans to learn a language, complete a triathlon or quit smoking?

The New Year is an excellent time to take stock of your stocks, filter your funds and prioritise your portfolio. Are you carrying any deadweight that needs to be chopped? Not all lagging investments recoup losses – January is a good time to cut your losses and reallocate that cash to a more promising asset.

Similarly any holdings that have excelled over the last 12 months – or longer – should be reviewed. Could you be best served trimming the gains and reinvesting that capital into an undervalued asset?

This week we collate the views of experts and consumers alike to give a comprehensive round-up of what the biggest concerns facing investors in 2015 are – and where the most promising stocks, funds and markets can be found.

Happy New Year!

Monday – Financial Planning for the New Year

How to get your monetary house in order for 2015

Portfolio Check-up: Rebalancing Made Simple

5 Steps to Kickstar Your Portfolio

5 New Year Financial Planning Resolutions

2015 Financial Planning Calendar

Tuesday – Economic Outlooks

Will it be China’s year or will the Fed further boost the US?

UK Economy: Consumers Cautiously Optimistic

US Economy Will Surprise in 2015

Outlook 2015: UK Economy

Economic Outlook: Emerging Markets

10 Facts You Need to Know About 2014

Deflation Threatens Europe in 2015

Wednesday – Stock Markets to Watch

Where is the clever money going in 2015?

2015: Good for Japan, Bad for US Equities

3 Investment Ideas for 2015

10 Best Performing Markets of 2014

5 Worst Performing Markets of 2014

How Much Emerging Markets Exposure Should I Have?

What is the Outlook for the Oil Price?

Thursday – Favoured Funds

The experts pick out their open and closed-end funds to watch

3 Funds Poised to Bouce Back in 2015

3 Investment Trusts to Consider in 2015

3 Funds for Investing in Retirement

What Next for the Property Market?

Top 5 Funds of 2014 Invest in India

5 Worst Performing Funds of 2014

Friday – Selected Stocks

Share ideas for both income and growth investors

Top 20 FTSE 100 Dividend Payers

Top 20 FTSE 350 Dividend Stocks

Dividend Lessons from the Last Decade

10 Worst Performing Stocks of 2014

10 Best Performing Stocks of 2014

5 Wide Moat Stocks that Failed to Deliver in 2014

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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