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1April2010 Manager CompanyAnnouncementsOffice AustralianStockExchange 10thFloor,20BondStreet SYDNEYNSW2000 ELECTRONICLODGEMENT DearSirorMadam NoticeofAnnualGeneralMeetingandProxyForm Pleasefindattachedacopyof:
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How to fill out optimize your portfolio morningstar
How to fill out optimize your portfolio morningstar:
01
Begin by logging into your Morningstar account or creating a new account if you don't have one already.
02
Once logged in, navigate to the "Portfolio" section on the Morningstar website or app.
03
Click on the "Optimize" tab, which will redirect you to the optimization tool.
04
Input your current portfolio holdings by either manually adding each security or importing them from a file or another portfolio.
05
After inputting your holdings, you can customize your investment objectives and constraints. This includes selecting your desired asset allocation, risk tolerance, and time horizon.
06
Take advantage of the optimization tool's advanced settings to further refine your portfolio. These settings may include tax considerations, benchmark selection, and rebalancing preferences.
07
Once you are satisfied with your inputs and customization, click on the "Optimize" button to calculate the recommended adjustments to your portfolio.
08
Review the optimized portfolio results provided by Morningstar. This will show you the recommended changes in allocation, diversification, and specific securities to buy or sell.
09
Consider the recommendations provided by Morningstar but also take into account your own investment goals and risk tolerance before making any changes to your portfolio.
10
Regularly monitor and review your portfolio to ensure it remains aligned with your objectives and make adjustments as necessary.
Who needs optimize your portfolio morningstar:
01
Individual investors who want to ensure their investment portfolio aligns with their specific goals and risk tolerance.
02
Financial advisors who are looking for a professional and comprehensive tool to help optimize their clients' portfolios.
03
Institutional investors and portfolio managers who need a sophisticated optimization tool to manage large and complex investment portfolios effectively.
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