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Free Morningstar Online Courses: Building Your Investment Portfolio

Get the investment information you need, on your own time and at your convenience with San Mateo County Library purchased resources.


Morningstar logoMorningstar Online is offering free courses on how to build an investment portfolio. Below is a list of the free portfolio courses that are currently available from Morningstar thru the San Mateo County Library's Online Resources page:

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

In order to access these courses, you must enter the Morningstar Classroom by way of the library's Research page.


Author Bio:

Warren Netz is an Adult Services Librarian at Millbrae Library.


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