Morningstar Investing Bootcamp: May 2021

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

Morningstar.com.au

28 April 2021

You can revisit our April webinars here

Sign-up for a 4-week free Premium trial here

As a way to support you during these times of uncertainty and market volatility we will be running a series of webinars that takes a deep dive into foundational investing concepts.

Does a good story make a good investment?

Tuesday, 27 April

Many investors believe that a good story makes a good investment. We will discuss what it means when the market has "priced" in a story and what happens when that prediction doesn't come true.

ETF model portfolios

Thursday, 29 April

We will explore how you can get exposure to different asset classes using ETFs. We will walk through 5 different risk and return profiles and why our analysts favour certain ETFs.

Graham to Buffett

Tuesday, 4 May

Learn about the evolution of Warren Buffett's investing approach and the lessons for today's market.

How to prepare your portfolio for retirement

Thursday, 6 May

Learn techniques for transitioning to retirement using the bucket method and different asset allocation guidance designed for retirees.

How low interest rates impact asset values

Tuesday, 11 May

Learn how interest rates impact asset prices and how to invest in this environment.

How to construct an investment portfolio

Thursday, 13 May

We go through a goals based approach to building a portfolio.

Value vs Growth investing

Tuesday, 18 May

Value investing has trailed growth since the GFC. Is value truly dead or poised for a rebound?

How to select Funds & ETFs

Thursday, 20 May

We run through the considerations for selecting collective investment vehicles.

Tech stocks: will they continue to rise?

Tuesday, 25 May

Tech stocks have been outshining other sectors in the recent past. We look at whether they will continue their rise and reward investors who keep the faith.

Unlocking the value of financial advice

Thursday, 27 May

We walk through the benefits of financial advice and how you can get them even if you are self-advised.

INVESTING

WEBINAR

AUTHOR

Morningstar.com.au
, Empowering Investor Success.

© 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.