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Monday, January 25, 2021
BEHAVIOURAL FINANCE
5 steps to making your goals materialise
If you hate goals, change the way you frame the narrative.
NEWS AND ROUND-UP
Why interest rates are low
The implications for investors in terms of asset allocation.
PERSONAL FINANCE
6 financial lessons for 2021
Lessons learnt in an unprecedented year that will help us going ahead.
NEWS AND ROUND-UP
2021: Time to Refocus and Reenergise
The year 2020 delivered multiple punches. We may have been bruised, but we could also learn from it.
RETIREMENT
Kickstart your retirement savings in 2021
You can't ignore retirement or wish it away. Here's how to embrace this eventuality.
INSIGHTS AND PERSPECTIVES
My biggest lesson of 2020
This insanely tumultuous year has taught us a lot. It would be wise to carry these learnings into the future.
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
Quantitative Tools
Morningstar Ratings
Can Star Ratings Predict?
Understanding the Style Box
Qualitative Fund Research
Analyst Rating for Funds
How to Use Analyst Ratings
Difference: Star and Analyst Ratings
Equity Research
Morningstar’s Stock Research
FAQ: Stocks’ Star Rating
Fair Value Calculation
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