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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

For a limited time, access this guide and explore all Premium benefits with a free Morningstar Premium trial^. No credit card required.

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How Does Premium Empower Investors?

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

Independent Research

"My financial adviser may recommend something but I won't buy it until I get to see what Morningstar says about it."

Long-Term Investing Philosophy

"Morningstar investing philosophy and guidance helped me getting back on track after the GFC, and I never looked back."

High-Quality Data

"Every week, I look at Morningstar stock reports. Their research really helps me in making the right decisions."

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QUESTIONS? WE'RE HERE TO HELP