5 ETF Model Portfolios

Whether you're aiming for capital gains or a steady income, ETFs can help you achieve it thanks to their cost-efficiency, transparency and diversification power. To help you build a successful all-ETF portfolio that meets your goals and time horizon, we've created the Morningstar ETF Model Portfolios:

  • 5 ETF Portfolio templates that offers diversification by individual security, sector, asset class and ETF provider
  • 5 ETF Portfolios that offer a mix of growth and income to serve your individual objectives and time horizon
  • Quarterly performance updates and ongoing monitoring of portfolio asset allocation and constituents
  • Detailed research reports available on individual ETFs

This package is available until 31 Dec. 2019 with a free 4-week Morningstar Premium trial^. Get your free trial now to access the model portfolios and explore Premium.

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