Morningstar User Guide--Overview [Video #1]

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
1. Very small portion of its revenue (about $22M out of over $1.2B)
2. The Bad
1. Not built for retail investors
2. Poor customer service
3. Changes to website
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
5. Search Box
1. Ticker: VFIAX
2. Fund Name: Vanguard 500
3. Screener
4. Tools
5. X-Ray
6. VFIAX—Quote

TOOLS & BOOKS I LOVE

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.

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[rupalkumar]

Thank you Rob!
very plain english and simple to grasp video mate

[kangre]

Hello Rob, I just discovered your channel. I like your straightforward approach. I have subscribed! Thank you so much. I look forward to watching more of your videos. Nice work.

[RickMartinYouTube]

helpful information, thanks for taking the time to produce/provide

[REAPERV]

Thank you Rob. Been debating on if I should take my 401k and switch it to the offered morningstar account to micromanage myself.

[Dopebeautiful]

Thank you 🙏🏽 can you let me know the 2nd session followed by this video? Thank you

[kianfayazbakhsh]

Thanks Rob for the informative user guide. I am doing my thesis and I need to have quarterly or monthly data of dividend paid of Dow Jones Industrial Average (DJI) and Nasdaq Composite (IXIC) from 1980 to 2020. I was wondering if you know from where I can collect that.

[bradsilvester]

Hey Rob...how do you handle funds that are in your 401K only and don't have a name or ticker that Morningstar can find. For example I have Fidelity Growth Company Commingled Pool Class 3 in my 401K but Morningstar can't find it. I don't think it is exactly the same as Fidelity Growth Company FDGRX...but maybe close enough?? Thanks

[nofreeloading]

How do I set up a free membership? I want to start playing with it as I watch the video. I can not the url you show in the video

[willberger]

Thanks! looking forward series! By the way we have the same last name. Don't see that often

[xavierjohn]

Hi Rob, I watched all the videos in this series and did not see the stars next to the symbol covered. I see symbols with 3 starts and yet it is 'Gold award' which just leaves me confused. I would think gold rating will all be 5 stars.

[ashsh]

thanks for this Rob! Where do you get your data for dividend growth and yields over the years?

[bradybarr]

Can you explain how to read the cash flow charts?