Morningstar Investing Bootcamp: May 2020

To register for our upcoming webinars on Tuesday at 5:30pm AEST please click here

To register for our upcoming webinars on Thursday at 1:30pm AEST please click here

Foundational Investing Concepts

Tuesday 28th April 5:30pm

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?

Upcoming webinars

Investing in a downturn

Listen to Morningstar Australia's Investing Compass podcast

Take a deep dive into investing concepts, with practical explanations to help you invest confidently.

Thursday 30th April 1:30pm

When looking at the big picture every crisis has been eclipsed by longer term growth. Learn why investing is important now more than ever and techniques to try and avoid your natural tendencies to make poor investing decisions.

Supporting materials: 

1. What is your investing edge?
2. When to start investing?
3. Investing basics: How to start investing with $500
4. Insights from history's downturns and recoveries
5. Investing basics: essential investing terms for turbulent times
6. Investing basics: how young investors can survive and prosper in a bear market
7. Investing basics: A down-market survival guide for retirees
8. Morningstar Guide to Better Investing Outcomes
9. Emotional investing: what it costs, and what to do about it

Aligning your portfolio to your goals

Tuesday 5th May 5:30pm

Nobody invests purely to beat a benchmark—investing is a vehicle to reach your goals. During this session we outline the steps needed to align your portfolio to your goals in life. Learn how to track progress against your goals by defining measurable objectives and calculating your required rate of return.

Supporting materials: 

1. Morningstar guide to portfolio construction
2. Investing basics: How to set up an emergency fund in 5 steps
3. Investing basics: 4 steps to set your financial goals
4. Investing basics: How do you measure investment success? 
5. Investing basics: the brilliant but boring keys to financial success

How to identify asset allocation targets when building a portfolio 

Thursday 7th May 1:30pm

Learn why asset allocation can have such a large impact on your returns and how you can identify the right mix of assets to help you achieve your goals

Supporting materials: 

1. Track investments portfolio feature
2. Morningstar guide to portfolio construction
3. Morningstar guide to international investing
4. Investing basics: How to build a simple, diversified portfolio with listed products
5. What is the right amount of cash to hold in your portfolio?
6. What is a stock?
7. What is a bond?
8. What is a managed fund?

How to value a share

Tuesday 12th May 5:30pm

Value and price and very different. Learn about different methods to estimate the value of a share including relative valuation techniques and discounted cash flow.  

Supporting materials:

1. Morningstar guide to share investing
2. Morningstar guide to income investing
3. Investing basics: The art of valuing a stock: part l
4. Investing basics: The art of valuing a stock: part ll

The Morningstar research methodology

Thursday 14th May 1:30pm

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 select securities when building a portfolio

Tuesday 19th May 5:30pm

Security selection is the last step in building a goal aligned portfolio. Learn how to use Morningstar Premium and our ratings to select securities to meet your asset allocation targets.

Supporting materials:

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

Thursday 21st May 1:30pm

There are countless ways to invest. Learn about the pros and cons of different investment approaches as we debate active vs. passive, lump sum vs. dollar cost averaging and other long-standing investing arguments.