Setting yourself up for success in 2024 with an investment strategy

Defining an investment strategy is the basis for achieving your investment outcomes. Walk through a 5 step process to put together an investment strategy.

🎀 Relevant Resources

Sign up to Morningstar Investor – our flagship subscription for Individual Investors, to get access:

• Morningstar’s Best Stock, ETF and Fund Picks
• 2-Year Dividend Forecast for ASX200 Shares
• Morningstar Investor Premium Stock Screener (screen over 48,000 ASX and global companies to find stocks which meet your income & investment criteria)
• Detailed analyst reports on over 1,600 companies to allow you to understand the long-term fundamentals and outlook for the business before making an investment decision.
• Morningstar Investor's professional-grade portfolio manager, powered by Sharesight, to simplify dividend tracking and tax reporting
• Morningstar investing guides

Get your FREE 4-week trial^ of Morningstar Investor here (no credit card needed) →
https://go.morningstar.com/au-investo...

🔔 Like this video? Subscribe to the Morningstar Australia YouTube channel and turn your notifications on when we release new videos!

#Investing
#Stocks
#Shares
#ETFs
#Funds
#ASX
#Dividends
#SMSF
#Superannuation
#Retirement


⭐ About Morningstar

Morningstar is a leading source of independent investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, investing tools.

Morningstar has provided investors with trusted research since 1984, from our team of Australian analysts backed by a global company with over 12,000 employees across more than 30 countries.

Morningstar’s investment research is trusted by millions, including major financial institutions, financial advisers and investment professionals.

We are independent, which means we do not charge or accept payment or commissions from fund managers, listed companies or other product issuers to produce research on their products.

We take a fundamental, valuation driven approach to analysing investments. This allows long-term investors to look beyond potential noise caused by short-term factors and hype, and find attractive opportunities.

💻 Connect with us
WEBSITE: https://www.morningstar.com.au/?utm_s...
FACEBOOK:

/ mstaraus
INSTAGRAM:

/ morningstarinvestorau
TWITTER:

/ mstaraus
LINKEDIN:

/ morningstar-australia
PODCAST: https://www.morningstar.com.au/insigh...

^This offer is limited to new clients and cannot be used in combination with any other promotional offers and cannot be used to extend an existing Investor Membership. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.

🗒 Disclaimer:
"This webinar is for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc.

Any advice in this webinar is general advice only and has been provided without reference to your financial objectives, situation or needs. You should consider the advice in light of these matters and any relevant Product Disclosure Statement before making any decision to invest. To obtain advice for your own situation, contact a financial adviser. For further information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf.

Скачать видео