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Is your portfolio optimised to reach your investing goals? Morningstar 2020 Portfolio Construction Guide provides you with specific strategies to transform your long-term goals into a diversified investment portfolio. Leveraging Morningstar’s 34+ years of expertise, this Guide will help you apply trusted insights in a 4-step framework that you can apply today.
- Define your goals and calculate your required rate of return
- Pick appropriate investments for your selected asset allocation
- Build a portfolio with access to all Premium data, research, and tools
- [2020 Bonus] Tips to balance risk and build resilience in 2020
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