Amid the proliferation of online investment options, should planners be worried about Morningstar’s portfolios for do-it-yourself investors and their stellar returns?

Since 2009, three of Morningstar Investment Services’ nine stock basket portfolios, which are separately managed accounts, have been available to individual investors who subscribe to the research giant’s DividendInvestor or Stock Investor newsletters. The returns for these accounts have been impressive, handily beating the S&P 500 over the same periods.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access