Morningstar Instant X Ray
View a sample instant x ray report.
Morningstar instant x ray. Despite having my series 6 and 63 i am not an investment expert by any means nor do i pretend to be. X ray drills down into your portfolio s holdings to display what assets they actually own presenting you with a comprehensive analysis of you portfolio including asset allocation sector weightings investment. Four components drive the star rating. Use the morningstar x ray tool to see at a glance how your portfolio is positioned and monitor its asset allocation.
Using morningstar s free instant x ray tool to evaluate your portfolio. To use instant x ray enter stock or fund ticker symbols and specify an allocation for each investment holding. Morningstar assigns star ratings based on an analyst s estimate of a stock s fair value. Instant x ray evaluate your asset allocation and sector weightings uncover concentrated positions and view the stock holdings behind your mutual funds.
Morningstar s quarter end stock analyst updates exxon mobil s stock falls after wider than expected loss as oversupply and covid 19 weighed on results abbvie shares rises on strong q2. Written by evan august 20 2009. One thing that first surprised me is that i own more than 11 in. 1 our assessment of the firm s economic moat 2 our estimate of the stock s fair value 3 our uncertainty around that fair value estimate and 4 the current market price.
Portfolio x ray is a sophisticated analytical tool that provides an instant assessment of how your portfolio is diversified by region sector and investment style helping you uncover potential. Get free instant analysis of stock or mutual fund investment portfolio holdings before trading with instant x ray from morningstar. Luckily there are free tools out there for people like me to allow me and maybe you lol to analyze your. Instant x ray analyses your holdings the way only morningstar can.
By evan august 20 2009.