Amid the proliferation of online investment options, should planners be worried about Morningstars 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 giants DividendInvestor or Stock Investor newsletters. The returns for these accounts have been impressive, handily beating the S&P 500 over the same periods.
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