Morningstar ETF Investor – April Issue [Document (PDF)]

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About Course

Monthly Issues
Every issue contains our editor’s analysis of ETFInvestor’s model portfolios, commentary and research on the investment issues of the day, and performance updates on our ETF coverage universe. In addition, Morningstar’s deep analyst bench will provide detailed analysis of individual exchange-traded funds and market segments.

Our Strategy in Action
ETFInvestor takes a long view, casting our analysis back many decades and over many different countries, and seeks to understand drivers of excess returns that have existed in those varied environments. One of the universal results is that high-yielding assets outperform over the long haul, but not at all times and all environments.

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Our editor applies this strategy in ETFInvestor’s model portfolios.

The Basic Portfolio harnesses the market’s collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection. And better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

ETFInvestor Online
Track the performance of the model portfolios, access analyst reports on ETFs, screen the entire ETF universe, and download the last 12 issues of the publication.

E-mail Alert
You will receive an e-mail alert as soon as a new issue is published which contains a summary of what is included in that issue as well as instructions on how to download it.