Welcome to
Morningstar.com's Investing Classroom
Morningstar.com's Investing Classroom takes you back to school with courses that'll have you building your portfolio in no time. You can either audit courses or become a free registered user and accumulate Classroom Credits. Trade in those credits for 60 days of Premium.
To register, click here. If you're already a member, please log in. View our stock and mutual fund course catalogs below.
100
200
300
400
500
:
Portfolio100
Learn the essentials of building an investment portfolio: how to set goals, gauge your risk, set your asset allocation, and choose investments.
Your Credits Courses
101: Steps to a Suitable Portfolio


102: Determining Your Goals and What They'll Cost


103: How Much Risk Can You Tolerate?


104: Building Your Emergency Fund


105: Determining Your Asset Mix


106: Core vs. Noncore Investments


107: A Simple Portfolio


108: Creating Your Investment Policy Statement


109: How Many Investments Should You Have?


110: Avoiding Overlap When Building a Portfolio


Portfolio200
Different goals present different challenges and options. Understand the ins and outs of each.
Your Credits Courses
201: How to Juggle Different Investment Goals


202: 401(k) Plans


203: 403(b) Plans


204: Individual Retirement Accounts


205: The Best Investments for Tax-Deferred Accounts


206: The Best Investments for Taxable Accounts


207: Investing in Your Company's Stock


208: How to Invest for Short-Term Goals


209: How to Invest for Intermediate-Term Goals


210: How to Invest for College


Portfolio300
You've already built your portfolio. Find out how to monitor it, when to modify it, and how to withdraw from it.
Your Credits Courses
301: How to Monitor Your Portfolio, Part 1


302: How to Monitor Your Portfolio, Part 2


303: When to Sell an Investment


304: Strategies for Selling


305: Rebalancing Your Portfolio


306: Getting More Aggressive


307: Getting More Conservative


308: Adding Mutual Funds to a Stock Portfolio


309: Adding Stocks to a Fund Portfolio


310: How to Withdraw from Your Portfolio in Retirement


Portfolio400
Mutual funds and stocks anchor your portfolio. Discover what other types of investments can add to your mix.
Your Credits Courses
401: Variable Annuities


402: Closed-End Funds, Hedge Funds, and UITs


403: Exchange-Traded Funds


404: Using Sector Funds in a Portfolio


405: Investing in IPOs


406: Gold's Role in a Portfolio


407: Real Estate's Role in a Portfolio


408: Futures and Options


409: Short Selling


410: Income Alternatives for Retirees


Portfolio500
Impress your friends--and improve your portfolio--with your knowledge of investment theory and ongoing investment debates.
Your Credits Courses
501: Why Bother with Investment Theory?


502: Efficient Market Theory


503: Modern Portfolio Theory


504: Asset Allocation Is "It"


505: Diversifying with Foreign Stocks


506: Value: The "Better" Approach?


507: Measuring Mutual Fund Manager Skill


508: The Small-Company Advantage: Fact or Fiction?


509: Dividends


510: Behavioral Finance



Search
Student Handbook|Feedback
Del.icio.us Del.icio.us | Digg! digg it
Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores.
Copyright 2010 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.