Morningstar Offers Portfolio Construction Courses

May 14, 2001 ( - Investors can now take an online course on portfolio construction at University's online educational service, Investing Classroom.

The newly launched Portfolio section offers 50 classes that take about 15 minutes each to complete, teaching investors:

  • how to avoid being overexposed to a particular segment of the stock market,
  • how to assemble a portfolio that withstand a market volatility, and
  • how to monitor portfolios.

The course comprises five levels, beginning with introductory courses covering topics such as avoiding stock overlap to more advanced topics such as measuring manager skills.

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The courses also link to other Morningstar tools such as Goal Planner, which calculates the time it will take to reach a goal, and Portfolio X-Ray Overview, which breaks down portfolios in eight categories to provide a better understanding of assets owned.

Investing Classroom offers 100 additional classes through two other programs, namely Stock Courses and Mutual Fund Courses. The classes have proved to be popular with investors with over 220,000 courses completed since its launch in July last year.

To visit the Investing Classroom on’s University, go to: .