Morningstar and Sharesight :

How to position your portfolio for risk and resilience

In an unpredictable market environment, building a portfolio that can withstand volatility while capturing growth opportunities requires both powerful tools and strategic insight.

Join us, Thursday 1 May for this exclusive one-hour webinar where Doug Morris, CEO of Sharesight and Mark LaMonica, Director of Personal Finance at Morningstar, will demonstrate how Sharesight and Morningstar can help investors make more informed decisions during uncertain times.

What you'll learn:

How to use Sharesight's portfolio tracking capabilities to identify areas of concentration and drawdown risks
Leveraging Morningstar's research, ratings and investment methodology to evaluate investment quality and resilience
Practical strategies for rebalancing your portfolio to manage volatility
Key metrics and reports that provide health checks on your portfolio
How to set up customised alerts and monitoring systems across both platforms
Whether you're concerned about protecting your existing investments or looking for opportunities amid market fluctuations, this session will equip you with the practical tools and knowledge to navigate challenging market conditions with confidence.

Presented by:

Mark LaMonica, Director of Personal Finance, Morningstar Australia.

Doug Morris, Chief Executive Officer, Sharesight

Time and Date: Thursday 1 May at 12 p.m. - 1 p.m. (Sydney Time)

Duration: 60 minutes per webinar

Watch it on demand

All sessions are recorded and made available on demand on our website: www.morningstar.com.au.

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