Up until this point, we have examined in detail the factors you should consider when investing in a single stock. Now we are moving into slightly different territory. In this course, we will cover what you need to think about when crafting a portfolio of stocks and some portfolio-building strategies you might consider--strategies practiced by some of Morningstar's favorite investors.
The first step in building a portfolio of stocks is assessing your financial situation. A simple investment-policy statement can define your investment objectives and constraints. In this session, we'll cover how you can define your objectives.
Objective One: What Sort of Return Do You Need? >>