Morningstar Investing Bootcamp: August 2020
Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing.
Register for our upcoming "Achieving your investing goals" webinars
When: every Tuesday at 1:00pm AEST
Register for our upcoming "Foundations of investing" webinars
When: every Thursday at 1:00pm AEST
You can revisit our July webinars here
Goals-based portfolio construction
Tuesday 11th August, 1pm (Topic: Achieving your investing goals)
At Morningstar, we are proponents of goals-based investing. We'll take you through the 4 key steps to building an investment portfolio that aligns with your goals.
Foundational investing concepts
Thursday 13th August, 1pm (Topic: Foundations of investing)
Whether you are a seasoned investor or you’re looking to purchase your first investment, it’s always helpful to go back to the basics. Learn or reacquaint yourself with foundational investing topics concepts including compounding, the time value of money and risk & diversification.
How to build a diversified portfolio
Tuesday 18th August, 1pm (Topic: Achieving your investing goals)
Learn how to create a diversified portfolio that can help you acheive your investing goals.
Investment strategies and how to implement them
Thursday 20th August, 1pm (Topic: Foundations of investing)
Learn more about investment strategies including value vs. growth, active vs. passive and core & satellite.
Share investing
Tuesday 25th August, 1pm (Topic: Achieving your investing goals)
Learn what they are, how to value them and how to select appropriate investments for your portfolio.
Reducing investment risk in your portfolio
Thursday 27th August, 1pm (Topic: Foundations of investing)
We will cover different risk management techniques to deal with volatility, the risk you won't accomplish your goal and sequencing risk.
How to pick funds and ETFs
Tuesday 1st September, 1pm (Topic: Achieving your investing goals)
Learn what they are, how to purchase them and how to select appropriate investments for your portfolio.
The foundations of value investing: Graham and Dodd to Buffett
Thursday 3rd September, 1pm (Topic: Foundations of investing)
The intellectual basis of value investing was established in the 1930s after the stock market crash that triggered the great depression. Learn about the fundamental principles of value investing and how they have evolved over time.