Based on its popularity and high demand in 2018, we’ve enhanced the Portfolio Construction Guide to include additional valuable features to help you build a robust investment portfolio that meets your goals. The guide leverages Morningstar’s 34+ years of experience and combines the key insights into a 4-step framework that both new and experienced investors can easily follow.

This exclusive step-by-step guide and included worksheets will show you:

  • 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

Sign up for a free 4-week trial to Morningstar Premium^ to download your free guide instantly. Act now, offer ends soon.

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