Morningstar's four part income bootcamp will run during October and Novemeber. As content and new recordings become available they will be posted on this page.You can sign-up for the webinars here. 

Please send any questions to mark.lamonica1@morningstar.com. For invitations to future free bootcamps on a variety of investing topics join our mailing list. 

Module 1: The case for and against income investing

Income investing remains controversial with some professional investors. We will walk through the arguments for and against income investing and if investors should consider pursuing this strategy.

In this module we have one objective:

  • Understand the critiques of income investing and the arguments supporting income investing to determine if this is the right approach to acheive your goals.  

Resources:

Why I am an income investor

Module 2: Building an income portfolio

Investors love dividends but creating an income stream involves more than just picking the highest yielding shares. We will walk through the process to put together a portfolio.

Module 3: Assessing individual income shares

A step-by-step process for assessing individual shares that can maintain and grow dividends.

Module 4: Using ETFs to generate income

The structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. Learn how to use ETFs as part of an income portfolio.