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Financial Investing Final Project

This is a final for Financial Investing, the last of six modules in Morningstar's Early Investor Education curriculum.

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Financial Investing Final Project

About the Worksheet

Develop a diversified portfolio with at least eight holdings and be able to explain why you selected each holding as a part of your portfolio. Use Morningstar research and articles to do this. Please refer to Morningstar’s Guide to Life-Stage Investing as a starting point along with all the resources provided in the Checks for Understanding below.

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