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Hint: You can lookup the morningstar box fractions on morningstar.com, and build a spreadsheet to to this using a spreadsheet and the solver function in the spreadsheet. - Source: Reddit / about 1 month ago
Is the goal to grow the money modestly? Or is their biggest goal capital preservation? It really depends on what investment options you have at your disposal, how you are going to oversee it, and what kind of holding period you think they can stick to. I recommend a pretty balanced allocation based on their ages and cash flow needs (but layer on your risk tolerance as well). Maybe use something like 60% Equity /... - Source: Reddit / about 1 month ago
You can see under "Business Involvement" the percentage of companies in the ETF which are into ie tobacco. Also go to morningstar.com or morningstar.dk here you can find sustainability scores for each ETF. ie:. - Source: Reddit / 22 days ago
What does that mean? morningstar.com seems to be legit. - Source: Reddit / 17 days ago
I get it but if morningstar.com is legit then we can assume that the info on ther website is legit too. Right? - Source: Reddit / 17 days ago
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