Based on our 34+ years of experience, the exclusive Morningstar Portfolio Construction Guide is an indispensable resource for both new and experienced investors.

First launched in 2018 and fully revised in 2019 due to popular demand, this guide shares a powerful 4-step framework to easily build an investment portfolio that aligns with your goals:

  • How to define your goals and translate them into a diversified portfolio
  • How to select the right asset allocation based on your rate of return target
  • How to pick the highest rated investments most suitable for your portfolio
  • How to use Morningstar’s research and tools to apply the 4-step framework
  • BONUS: Financial Fitness Checklist to assess your financial health and get you investing ready

Get instant access to our complete Portfolio Construction Guide with a free 4-week trial* to Morningstar Premium*. Offer ends May 31 – sign up for a free trial now.

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