To register for our upcoming webinars on Tuesday at 1:00pm AEST please click here

To register for our upcoming webinars on Thursday at 1:00pm AEST please click here

You can revisit our May webinars here

Foundational Investing Concepts

Tuesday 2nd June 1:00pm

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.

Supporting materials:  

  1. Morningstar Guide to Investing
  2. Why invest?
  3. The ups and downs of dollar-cost averaging
  4. Investing basics: your guide to diversification
  5. Investing basics: what is the time value of money?

 

The Morningstar research methodology

Thursday 4th June 1:00pm

Learn how to use our rating to help you identify shares, funds, ETFs, LICs and hybrids for your portfolio. This session covers price to fair value, economic moat, uncertainty rating, medallist ratings and sustainability ratings.

Supporting materials:

  1. Morningstar guide to investing: Part ll
  2. Morningstar guide to fund investing
  3. Morningstar guide to share investing
  4. Morningstar guide to ETF investing

 

How to build a diversified portfolio

Tuesday 9th June

Supporting materials:

  1. Morningstar Guide to Fund Investing
  2. Morningstar Guide to ETF Investing

 

Goals-based portfolio construction

Thursday 11th June

Supporting material:

  1. Morningstar Guide to Portfolio Construction

 

International Investing

Tuesday 16th June

Supporting material:

  1. Morningstar Guide to International Investing
  2. $0 commissions: Australia's trading fee shakedown gathers steam

 

Finding Securities

Thursday 18th June

Supporting material:

  1. Guide to Morningstar Premium
  2. Investment filters
  3. Discover investments: stocks
  4. Discover investments: funds
  5. Discover investments: ETFs
  6. Discover investments: Hybrids

 

The Great Debate

Tuesday 23rd June

 

 

Income Investing During COVID

Thursday 25th June

Supporting material: