Morningstar User Guide--Overview [Video #1]

This is the first video in a series on Morningstar. Collectively these videos comprise a Morningstar User Guide that will help you get the most out of this excellent investing tool. Morningstar Premium: https://robberger.com/go/morningstar/...

Morningstar Article: https://robberger.com/morningstar-use...

Personal Capital: https://go.robberger.com/empower/yt-

Timestamps:
0:00 History of Morningstar
2:26 Problems with Morningstar
6:03 Overview of this Morningstar User Guide
9:01 Morningstar Tools & Resources
13:32 Morningstar Search Box

Outline of this Video (including links to resources)

1. Morningstar, the company
1. Founded in 1984 by Joe Mansueto, out of his apartment with $80k in funding
2. HQ: Chicago
3. Publicly traded: MORN
4. Individual Investors NOT primary focus (p. 27 https://s21.q4cdn.com/198919461/files...)
1. Very small portion of its revenue (about $22M out of over $1.2B)
5. Morningstar Products / Tools--https://www.morningstar.com/products?...
2. The Bad
1. Not built for retail investors
2. Poor customer service
3. Changes to website
1. Old: http://financials.morningstar.com/fun...
2. New: https://www.morningstar.com/funds/xna...
4. Outdated user guide: https://members.morningstar.com/membe...
3. Morningstar User Guide
1. Part 1: Understanding Data (Focus on Mutual Funds, but also looking at ETFs and Stocks)
2. Part 2: Using the Data (e.g., Evaluate Target Date Retirement Funds, to Compare Funds)
3. Part 3: Portfolio Manager
4. Part 4: Morningstar Tools
4. Important Tools
1. Membership: https://www.morningstar.com/memberships
1. Premium benefits: https://www.morningstar.com/my-accoun...
1. Snapshot: http://quicktake.morningstar.com/Data...
2. Morningstar Investing Glossary: https://www.morningstar.com/InvGlossary/
5. Search Box
1. Ticker: VFIAX
2. Fund Name: Vanguard 500
3. Screener
4. Tools
5. X-Ray
6. VFIAX—Quote

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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