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Stock Strategist

The Morningstar Ultimate Stock-Picker's Portfolio

Our picks from the ideas of some of the best investment minds around.

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A few months ago, I analyzed a cross-section of the ideas from some of the best investment minds around and compared those ideas to Morningstar's research. I've renamed this model portfolio The Ultimate Stock-Picker's Portfolio, and I thought I'd check back in with it to see how I've done and give you a glimpse of where we're headed. To begin getting more frequent updates on this portfolio, be sure to sign up for my free e-mail alerts as well.

I regularly follow several well established investment managers, hoping to glean new insight for my portfolio by tracking both their holdings and investment themes. The problem with this approach historically has been assessing the real-time attractiveness of each name in these managers' respective portfolios, given that their filings are always somewhat delayed. However, by taking a cross-section of these portfolios with Morningstar's proprietary metrics and rating for stocks, I've been able to uncover current investment ideas that otherwise may have not been immediately apparent. (Note: Our trading policy prohibits us from trading stocks based on information gleaned from manager interviews.)

Justin Fuller has a position in the following securities mentioned above: AXP, DELL, MSFT, PHM, MDT, EBAY. Find out about Morningstar’s editorial policies.