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Monday, December 10, 2018
PERSONAL FINANCE
Tips for aspiring investors
Great investors are made, not born. Here are some learnings to imbibe.
PERSONAL FINANCE
Be smart about retirement planning
Choosing when to retire is one of the single most important financial decisions we make in our lives.
PERSONAL FINANCE
4 ways to teach your kids about money
We all know how important financial skills are to navigating life. Here are some practical tips on how to start with your little children.
PERSONAL FINANCE
Daniel Kahneman: Four keys to better decision making
By studying only the success stories, people are learning the wrong lesson.
PERSPECTIVES
Focus on risk, not reward
Learn how to understand and manage your risk. The rest will follow.
PERSONAL FINANCE
Short-term funds are a good place to hide
For those with a shorter horizon. However, dynamic or income funds should do over a 3-year horizon.
PERSONAL FINANCE
The unfailing magic of Compounding
John Rekenthaler, Morningstar Vice President of Research, has a very interesting take on the millionaires next door.
PERSONAL FINANCE
5 investment lessons to maximise returns
Here are five important portfolio construction ideas that will help reduce the number and impact of mistakes.
PERSONAL FINANCE
Thinking long-term helps you invest smarter
Brian Kennaugh, CEO of Hunter Financial Planning, tells investors that perspective matters tremendously.
Read More...
MPT Statistics and Information Ratios
How Much Should You Rely on Beta?
Should You Bank on Alpha?
What Does R-Squared Reveal?
Sharpe Ratio: Are Your Fund's Returns Worth the Risk?
Sortino Ratio: Are Your Fund's Return Worth the Downside Risk?
Treynor Ratio: Is This the Best Way to Judge Risk/Return?
Morningstar’s Fact Sheets & Methodology
Morningstar Rating™ for Funds Methodology
Morningstar Style Box™ Fact Sheet
Morningstar Analyst Rating™ for Funds Fact Sheet
Morningstar Rating™ for Stocks Fact Sheet
Morningstar® Equity Research Methodology
Morningstar® Economic Moat™ Rating
Getting Started
Why: Invest in Funds
Build: A Portfolio
Make: Investment Statement
Avoid: Making Mistakes
Practise: Analysing Funds
Understand: Asset Allocation
Learn: About Risk-Return
Know: When to Sell
Question: Your Advisor
Our Tools and Research
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Can Star Ratings Predict?
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