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

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 custom investment reports and get independent and unbiased stock and mutual fund evaluations. Attendees are welcome to bring specific examples of their current portfolio.

Research and Reference

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 .

S&P NetAdvantage

S&P NetAdvantage-Company Profile

Stock Reports Screener

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

S&P NetAdvantage: Industries

S&P NetAdvantage: Industries

S&P NetAdvantage: Mutual Funds/ETFs

Mutual Funds-Fidelity

Fund Screener

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

S&P NetAdvantage: Directories

S&P NetAdvantage: Financial Education/Glossary

Morningstar

Morningstar: Stock Screener

Morningstar: Stock Screener Stock industry Group=Drug Manufacturers Morningstar Rating = 5 stars

Morningstar: Stock Report

Morningstar: Stock Analyst Reports

Morningstar: Funds (20,000+)

Morningstar: Fund Screener

Morningstar: Fund Report

Morningstar: Recommendations

Morningstar: Markets

Morningstar: Industry Returns

Sample Portfolio Fixed Income Fidelity Capital & Income FAGIX $260.00 International Dodge & Cox International DODFX $1,700.00 Funds Stock 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

Morningstar: Portfolio X-Ray

Morningstar: Results

Morningstar: Help and Education

Morningstar: Newsletters

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)