Access the Guide with a free 4-week Premium trial
No credit card required.
Already have a Morningstar account? Login here
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.
How Does Premium Empower Investors?
Since 1984, Premium has seen firsthand how good advice can help people reach their financial goals. See what Morningstar Premium subscribers have to say about their experience.
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.
"My financial adviser may recommend something but I won't buy it until I get to see what Morningstar says about it."
Mathilde, Morningstar Premium Investor
Long-Term Investing Philosophy
"Morningstar investing philosophy and guidance helped me getting back on track after the GFC, and I never looked back."
Robert, Morningstar Premium Investor
"Every week, I look at Morningstar stock reports. Their research really helps me in making the right decisions."
Margaret, Morningstar Premium Investor
© 2020 Morningstar. All Rights Reserved.
^This offer is limited to new clients and cannot be used in combination with any other promotional offers and cannot be used to extend an existing Premium Membership. One free trial per household. Existing clients, please call 1800 034 455 or email firstname.lastname@example.org.