Research your Portfolio Julie Collins Patricia Smolin Mount - - PowerPoint PPT Presentation

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Research your Portfolio Julie Collins Patricia Smolin Mount Prospect Public Library April 7, 2011 2:00-3:30 p.m. Expected outcomes Learn how to research stocks, bonds, and mutual funds using Morningstar and S&P NetAdvantage. Build

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Research your Portfolio

Julie Collins Patricia Smolin Mount Prospect Public Library April 7, 2011 2:00-3:30 p.m.

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Expected outcomes

Learn how to research stocks, bonds, and mutual funds using Morningstar and S&P NetAdvantage. Build custom investment reports and get independent and unbiased stock and mutual fund evaluations. Attendees are welcome to bring specific examples of their current portfolio.

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Research and Reference

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S&P NetAdvantage

A comprehensive source of business and investment information, offering on-line access to popular Standard & Poor's research products such as Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, Mutual Fund Reports, and Bond Reports.

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S&P NetAdvantage

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S&P NetAdvantage-Company Profile

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Stock Reports Screener

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1 yr total return >= 10% Star rating >= 3 Energy Sector

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S&P NetAdvantage: Industries

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S&P NetAdvantage: Industries

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S&P NetAdvantage: Mutual Funds/ETFs

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Mutual Funds-Fidelity

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Fund Screener

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Overall ranking >= 4 star Initial Investment $1000-$1500 Open to new investors

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S&P NetAdvantage: Directories

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S&P NetAdvantage: Financial Education/Glossary

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Morningstar

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Morningstar: Stock Screener

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Morningstar: Stock Screener

Stock industry Group=Drug Manufacturers Morningstar Rating = 5 stars

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Morningstar: Stock Report

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Morningstar: Stock Analyst Reports

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Morningstar: Funds (20,000+)

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Morningstar: Fund Screener

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Morningstar: Fund Report

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Morningstar: Recommendations

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Morningstar: Markets

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Morningstar: Industry Returns

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Sample Portfolio

Fixed Income Fidelity Capital & Income FAGIX $260.00 International Funds Dodge & Cox International Stock DODFX $1,700.00 Large Cap Fidelity Value Discovery FVDFX $1,245.00 Large Stock Kraft Foods, Inc. KFT $1,100.00 Mid/Small Cap Artisan Small Cap Value ARTVX $1,260.00 Money Market Cash CASH$ $12,500.00 Small Stock BankAtlantic Bancorp BBX $175.00

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Morningstar: Portfolio X-Ray

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Morningstar: Results

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Morningstar: Help and Education

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Morningstar: Newsletters

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Other print resources

Barron’s: DJ Business and Financial Weekly Investor’s Business Daily Morningstar Fund Investor Morningstar Mutual Funds The No-Load Fun Investor Outlook (S&P) Value Line Investment Survey Summary & Index Value Line Selection & Opinion Value Line Small & Midcap Survey Wall Street Journal (DJ)