Morningstar Investing Bootcamp: May 2020

Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing

Morningstar.com.au

22 April 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.

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Upcoming webinars

Investing in a downturn

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.

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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.

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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

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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.

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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.

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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.

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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.

AUTHOR

Morningstar.com.au
, Empowering Investor Success.

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