Course 402: Morningstar's Stock Types
I Own What?
In this course
1 Introduction
2 Let's Make a Distinction
3 So You Want to Build a Portfolio?
4 I Own What?

Using the stock types, analyze your own portfolio. What you find may surprise you. You might have a portfolio heavily weighted toward economically sensitive cyclicals or toward risky, untested speculative-growth firms. To do your own research on stock types, go to the Quicktake Report of any company. (Type the ticker in the Quicktake Quotes & Reports box, then click on Snapshot in the left-hand navigation bar.) Using these eight guideposts, you might discover that you've been an aggressive-growth investor, or maybe a cyclical investor, without realizing it.

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