About the Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.


Investment Strategy
Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Ben Johnson draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts — to find reliable drivers of outperformance.

Morningstar ETFInvestor features five model portfolios.

The Basic Portfolio harnesses the market's collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

The ESG Portfolio targets firms with strong corporate governance and sustainable environmental and social practices, while offering competitive returns and similar risk to the basic portfolio.

 
About Editor Editor's Photo
Ben Johnson, CFA
Director, Global ETF Research and Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.
Featured Posts
New Issue: Durable Dividends

The PDF version of the July issue of ETFInvestor is now available for download.

If the link above doesn’t work, you can download this month's issue by copying this address into your browser: http://etf.morningstar.com/Newsletter.aspx?download=currentIssue

Stocks that provide reliable streams of dividend income are appealing in most market environments. Though their current valuations aren’t compelling, stocks representing claims on solid franchises focused on generating cash and giving it back to their owners may be one of the least-bad options available to investors facing low yields and rising inflation.

In this month’s cover, I take a look at the makings of a durable dividend, revisit two of our longtime favorite dividend exchange-traded funds, assess these funds’ blind spots, and take a peek at a trio of relative newcomers that try to harness dividend growth.

Here’s a rundown of what else you’ll find in this month’s issue:     

This month’s adjusted Defensive portfolio plays defense with a pair of quality dividend strategies.

  • Spotlights on FlexShares Quality Dividend ETF QDF and Vanguard International Dividend Appreciation ETF VIGI.
  • Daniel Sotiroff looks at the delicate balance between dividend durability and current dividend yield.
  • Lan Anh Tran puts a pair of our favorite dividend ETFs under the microscope.

Product Announcement: Single Sign-On Now Available on Morningstar Investor Newsletter Websites

We are happy to announce that single sign-on is now available for our Investor Newsletter customers!

What does this mean?

Customers who subscribe to more than one of our newsletters can now log in to one of the newsletter web sites to access our subscriber-only content and then navigate to the other newsletter websites and log in with just the click of a button.

New Login Screen

You may have noticed an update in our login screens. Login for the Investor Newsletter websites is now being managed by Morningstar’s user identity management system. This central login function will provide an even more secure environment for your login credentials. Along with granting access to the websites, you will also use this system to update your password by clicking on the “Forgot Your Password” link located on the login screens. This will take you to a page where you will enter your email address. An email will be sent to you with a link that will allow you to update your password.

I hope you find this new feature helpful and easy to use.

Best,

Ben

 

 
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Contact Your Editor
 
About the Editor


Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.

Investment Strategy


Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Ben Johnson draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts — to find reliable drivers of outperformance.

Morningstar ETFInvestor features five model portfolios.

The Basic Portfolio harnesses the market's collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

The ESG Portfolio targets firms with strong corporate governance and sustainable environmental and social practices, while offering competitive returns and similar risk to the basic portfolio.