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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar.com Offers Online Seminar: Five Steps to a Perfect Portfolio

CHICAGO, Nov 08, 2002 – The market may be turbulent, but portfolios don't need to be. Now, Morningstar is offering an online seminar called "Five Steps to a Perfect Portfolio." Part of an ongoing series of comprehensive, interactive workshops that address different aspects of investing, "Five Steps to a Perfect Portfolio" is designed to give investors a step-by-step guide for improving the performance of their portfolios. The seminar begins Monday, Nov. 11, and runs for five weeks at Morningstar.com, the firm's investment Web site. 

During the weekly sessions, participants learn how to uncover hidden stock and mutual fund gems, when to sell portfolio holdings, and how to reduce taxes. Throughout the course, they will join a special "Conversations" area to share ideas and take part in question and answer sessions with the instructor, Morningstar senior fund analyst Bill Harding. 

"Morningstar has long preached the value of having a diversified investment plan, and we've created an interactive seminar to make it easier for investors to take control of their portfolios," said Haywood Kelly, director of securities analysis for Morningstar. "During this seminar, we'll arm investors with exercises, analysis, tools, and most importantly support and feedback. They'll get real-time answers from a Morningstar expert as well as their fellow participants, and they'll take away essential information about the steps involved in building and monitoring a balanced portfolio."

During the online seminar, participants will learn the following: 

Monday, Nov. 11, 2002
Session 1: Asset Allocation 
The first and most important step in the investment process is to find the best asset mix to meet your needs. 
Exercise: Develop a target asset allocation that fits your investment goals. 

Monday, Nov. 18, 2002
Session 2: Take Action
Learn how to address portfolio pitfalls by answering difficult questions, such as "when to sell."
Exercise: Develop a detailed action plan to improve your portfolio. 

Monday, Nov. 25, 2002
Session 3: Combine Art and Science
Enhance your core portfolio holdings with supplemental investments. 
Exercise: Decide what new investments will complement your portfolio without adding undue risk.

Monday, Dec. 2, 2002
Session 4: Eye on Taxes
Manage taxes and improve your aftertax returns. 
Exercise: Decide which investments are hurting your aftertax returns, and what trades you should make to improve your bottom line.

Monday, Dec. 9, 2002
Session 5: Stay on Track
Keep your financial goals in sight and on track with quarterly portfolio checkups.
Exercise: Learn how to conduct quick, easy checkups throughout the year.

"Five Steps to a Perfect Portfolio" includes interactive exercises and access to Morningstar's proprietary portfolio features such as Portfolio X-Ray DiagnosticsSM and analytical tools such as Trade Analyzer and Risk Analyzer. Each session takes one to two hours to complete, depending on the amount of time participants spend interacting with Harding and each other. Participants will need to access PDF files in order to complete each session. If they don't have Adobe Acrobat® 3.0 or higher (the program that opens PDF files), they can access a free version at Morningstar.com.

Harding checks the "Conversations" area regularly every business day, responds to questions and takes part in online discussions with participants. A special online help area is also available for people who may need technical assistance with the seminar or with the Portfolio X-Ray DiagnosticsSM tools that are available throughout the course. 

Interested investors may register for the "Five Steps to a Perfect Portfolio" online seminar until Nov. 25, 2002. The cost is $10 for Morningstar.com Premium Members and $35 for registered users. People who register for the 14-day Premium Membership trial receive a complimentary pass to the seminar. All participants will receive a complimentary copy of Morningstar's Portfolio Assessment Guide. For more information, go to: http://www.morningstar.com/portfolioseminar

About Bill Harding 
Bill Harding is a senior mutual-fund analyst with Morningstar covering the Vanguard, American Funds, and Oppenheimer fund families, with a specialization in convertible-bond, tax-managed, and index funds. Before joining Morningstar in June 1999, he was a financial analyst at Leprino Foods Company. Harding holds a bachelor's degree in business administration from the University of Colorado and a master's degree in business administration from Loyola University in Chicago. He is a Level II candidate in the Chartered Financial Analyst (CFA) program.

About Morningstar, Inc.
Chicago-based Morningstar, Inc. is a global investment research firm, offering an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is a trusted source for investment information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.

Morningstar.com Premium Membership is a proprietary subscription service available for $109 a year or $11.95 a month. The service includes access to Morningstar Analyst Reports on 1,000 stocks and 2,000 mutual funds, Fund and Stock Analyst Picks, Premium Stock and Fund Selectors, and Portfolio X-Rays®, which help investors evaluate their entire portfolio at the individual security level. Morningstar® ClearFutureSM, an online advisory 401(k) retirement advice program, helps investors create and maintain better-performing portfolios.

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