Morningstar StockInvestor
Morningstar StockInvestor is a premium investment newsletter that highlights companies with durable competitive advantages trading below their intrinsic value. Launched in 2001 and managed by Morningstar’s expert equity research team, the newsletter is designed for long-term, value-oriented investors pursuing buy-and-hold strategies. At the core of StockInvestor are its two model portfolios: the Tortoise and the Hare. The Tortoise portfolio emphasizes “high-quality” companies with durable competitive advantages and strong balance sheets, while the Hare portfolio targets fast-growing companies with expanding competitive advantages. Each monthly issue provides subscribers with detailed summaries of recent trades, portfolio performance, holdings composition, and relevant market news, empowering investors to make informed decisions and identify undervalued investment opportunities.
ABOUT THE NEWSLETTER
Morningstar StockInvestor is a long-running, premium investment newsletter known for providing high-quality, market-beating stock recommendations.
The newsletter delivers exclusive stock insights, focusing on companies with durable competitive advantages that are trading below their intrinsic value.
Each monthly issue includes excerpts from Morningstar’s latest equity research, a watchlist of potential portfolio additions, and featured stock spotlights.
It is particularly valuable for long-term, value-oriented investors, offering actionable tools and insights to help build and manage a strong, diversified investment portfolio.
STOCKINVESTOR MODEL PORTFOLIOS
Tortoise
Focused on high-quality businesses with both strong balance sheets and competitive advantages.
Hare
Built around what Morningstar believes are fast-growing companies with continuously improving prospects.
PRICING
$145 Digital Access (Annual Subscription)
$165 Print + Digital Access (Annual Subscription)
KEY SUBSCRIPTION BENEFITS
In-Depth Analyst Reports
Access detailed analyses from Morningstar’s team of over 150 independent analysts, covering stocks, mutual funds, ETFs, and bonds.
Model Portfolios
Utilize two distinct portfolios catering to different risk appetites. The Tortoise portfolio focuses on stable, lower-risk investments, while the Hare portfolio targets higher-growth opportunities with potentially greater volatility.
Tools Leverage tools like Portfolio X-Ray to analyze your holdings, assess diversification, identify fee structures, and detect potential overlaps, helping optimize your investment strategy.
Comprehensive Coverage
Benefit from Morningstar’s extensive coverage of global markets, providing insights into various asset classes and sectors, aiding in the identification of undervalued securities.
Educational Resources
Enhance your investment knowledge with educational materials that explain valuation techniques, market trends, and investment strategies, empowering you to make informed decisions.