Morningstar Investor Review | Is It Worth The Cost?

Morningstar Investor replaces the old Morningstar Premium subscription service for retail investors. It brings a much needed facelift to Morningstar's portfolio tracker. While it offers features that may be valuable to some investors, it still has a long way to go before being the type of tool most investors will find useful for the money.

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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.

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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.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

[mmdkur]

Thanks for the video. Do they have portfolio optimization tools, like adjusting the portfolio to get the highest sharpe ratio and plotting the portfolio for efficient frontier?

[leeoien]

30 Sec into it, I am going to guess no, it's not worth it. I assume that most of us that follow Rob's channel are either Bogleheads or have strong Boglehead characteristics with most funds invented into low cost index type funds. However, there is nothing wrong with paying for a service if you get some value or education out of it.

[LeeGesmer]

Morningstar used to have a feature that let you see how mutual funds were doing on a YTD, 1, 3 5 and 10 year basis. It was just a good way of seeing how components of your portfolio had performed on a quick view basis. However, M* eliminated that feature a couple of years ago. Does Empower allow you to do this? Thanks in advancee

[Tils]

Went to your website to subscribe to your newsletter, but couldn't find the link. Is there a special browser setting that's needed?