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Morningstar equity portfolios. Trading made easy

Looking for a portfolio of handpicked rising stars but don’t have time to stay on top of the research? Our newly offered Morningstar Equity Portfolio saves time, and makes trading a cinch.

Here’s how a Morningstar Equity Portfolio can benefit you:

Research: Take the guesswork out of the stock selection process. Each month, a team of highly skilled Morningstar Analysts’ conduct rigorous research, and based on their findings, select eight of the most promising stocks from a larger pool of 100 of Canada’s top performers.

Save time: Leverage the expertise of seasoned professionals and save time. Let the pros stay on top of the markets, so you can focus on long term investment strategies.

Customization: Already hold a Morningstar pick in another portfolio? Or, looking to concentrate on only six of the eight stocks? No problem. Simply delete one or more stocks from your prepackaged portfolio and it will rebalance automatically.

Easy order entry: Click - done. Our ‘one click’ order entry makes trading fast and easy.

Already a Credential Direct investor? Log in and visit Research/Model Portfolios to set up a Morningstar Equity Portfolio. Not a Credential Direct investor? Open an account today.

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