StockInvestor | Morningstar

Morningstar StockInvestor seeks out the wide moat stocks of today and tomorrow.

If you are looking for unbiased stock ideas, then Morningstar StockInvestor is for you! Editor David Harrell brings together research-driven ideas and highlights Morningstar's take on the best wide-moat stocks for your consideration.

Monthly Issues

In-depth editorial on companies, news, events, and earning reports from the holdings in StockInvestor’s real-money model portfolios, and a watchlist of stocks that could potentially fit with the portfolios’ investment mandates.

Trade Alerts

Timely email alerts whenever a trade occurs in Morningstar, Inc.’s Tortoise or Hare portfolios. You’ll also receive a weekly roundup of Morningstar analyst notes on Tortoise and Hare holdings.

Subscriber-only Website

Access to Morningstar StockInvestor's companion website, where you can download the latest issue before it arrives in your mailbox and find current data on Morningstar’s Tortoise and Hare portfolios and watchlists.

Morningstar StockInvestor's Real Money Portfolios

The Tortoise Portfolio

The objective of Morningstar, Inc.’s Tortoise Portfolio is to focus on “high-quality” businesses, defined as having both durable competitive advantages and strong balance sheets. These are often well-established market leaders with economic moats (preferably wide). Morningstar’s aim for the portfolio is to generate risk-adjusted returns that outperform the S&P 500 over a full market cycle.

The Hare Portfolio

The objective of Morningstar, Inc.’s Hare Portfolio is to seek long-term capital appreciation ahead of the S&P 500 Index, focusing on companies with strong and growing competitive advantages. Morningstar is willing for the Hare to accept greater risk in exchange for higher total return potential.

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About the Editor

David Harrell is the editor of the Morningstar StockInvestor monthly newsletter. Matthew Coffina, CFA, is a contributor to StockInvestor and is the portfolio manager for Morningstar Investment Management LLC’s Hare strategy. Michael Corty, CFA, is a contributor to StockInvestor and is the portfolio manager for Morningstar Investment Management’s Tortoise strategy. Morningstar's StockInvestor portfolios are managed by Morningstar Investment Management.

Morningstar StockInvestor’s comprehensive strategy for stock investors is simple and intuitive: Seek quality companies with competitive advantages at reasonable prices or even at discounts. Our model portfolios and stock selections can help guide your investment journey.

The commentary, analysis, references to, and performance information contained within Morningstar® DividendInvestor℠ and Morningstar® StockInvestor℠, except where explicitly noted, reflects that of portfolios owned by Morningstar, Inc. that are invested in accordance with strategies managed by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management manages portfolios using similar investment strategies for clients of the Morningstar® Managed Portfolios℠ program. The Morningstar Managed Portfolios program is offered by the entities within Morningstar’s Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. Morningstar Investment Management does not guarantee the results of its advice or recommendations, or that the objectives of a strategy will be achieved.

Opinions expressed within the newsletters are as of the date of publication and subject to change without notice. Morningstar, Inc. and Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Newsletters are provided for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment.

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