Quarterly Morningstar Investor Insiders Webinars: Insights in Action | Help | Morningstar

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Investor subscribers, keep your eyes peeled for upcoming webinar registration opportunities! In the meantime, here are some helpful recaps from recent webinars:

How to Spot Hidden Overlap in Your Funds and Avoid the Diversification Trap

Most investors spend more time researching their next investment than evaluating the ones they already own. Fund research analysts Todd Trubey and Dan Sotiroff showed what to look for when evaluating your current holdings (and how X-Ray and Stock Intersection can play a role) as well as how to compare them against other funds and ETFs that could serve a similar purpose (using Screener, Compare, and fund quote pages to help).

Think Like an Equity Analyst: Tips for Identifying Durable Stock Opportunities

Learn how to analyze a company's long-term competitive advantage with insights from equity research directors Michael Hodel and Erin Lash. They discussed how to take an idea and pressure-test it using the economic moat framework and Morningstar’s tools.

Christine Benz on How to Conduct a DIY Portfolio Makeover

Give your portfolio the refresh it deserves with this step-by-step overview from Morningstar's Director of Personal Finance and Retirement Planning.

Think Like a Portfolio Strategist: How to Rebalance Your Portfolio in a Shifting Market

Portfolio strategist Amy Arnott and Head of Individual Investor Adley Bowden explored why rebalancing is essential, when and how to approach it, and how to keep your portfolio aligned with your goals.

Think Like a Fund Research Analyst: Tips for Picking a Passive or Active Fund

We asked two seasoned fund research analysts, Dan Sotiroff and Todd Trubey, to share their process for evaluating funds. They discussed what truly matters in fund selection and how to use the Screener tool to identify securities that meet your criteria.

Think Like a Market Strategist: Four Tips on Researching Investments with Morningstar Investor's Tools

Dave Sekera, Morningstar's US Market Strategist, gave a sneak peek into how he navigates the site to prepare market forecasts and identify promising stocks.

Weekly Morningstar Investor Webinars: Tour and Q&A

Check out our weekly webinars, where we offer an interactive tour of Investor's tools and research and answer any questions you may have.
Quarterly Morningstar Investor Insiders Webinars: Insights in Action

Learn how to put Morningstar's methodology and research into practice through our Investor subscriber-exclusive webinars.

Morningstar's Approach to Investing Getting Started Manage Account Payment Information Tools: Portfolio Tools: Watchlists Tools: Screener Tools: Compare Notifications Research: Funds Research: Stocks Research: Reports Premium and Portfolio Manager Markets Webinars

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