Friday, May 24, 2013
PORTFOLIO MAKEOVER WEEK: DAY 5
In case a layoff 'comes of of nowhere,' we prep a portfolio for liquidity and long-term growth.
REKENTHALER REPORT
On bubbles, balanced investing, and Rekenthaler's latest fail.
ETF SPOTLIGHT
This dividend-weighted strategy has resulted in a relatively less volatile fund.
STOCK STRATEGIST
We're still bullish for the long term, but the stock may have gotten ahead of itself in the short term.
FUND TIMES
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
FUND SPY
We look at why some funds' Analyst Ratings change when their managers do and others don't.
ETF INVESTING
Don't forget about quality when investing in dividend-paying companies abroad.
VIDEO REPORT
The Federal Reserve has leeway to remain stimulative, given lackluster economic growth amid current export and fiscal policy headwinds, says Morningstar's director of economic analysis.
STOCK INVESTING VIDEO
Morningstar's Matt Coffina and Elizabeth Collins discuss how our moat committee distinguishes companies with moats, and they offer examples of stocks that carry these competitive advantages.
THE SHORT ANSWER
Vanguard and Fidelity are among fund shops that don't offer the accounts to those beginning to save for educational expenses.
CEF INVESTING
This week, FSD and HYLS step into the octagon.
MUNI INSIGHTS
Income tax revenues have surged ahead so far this year, but analysts urge caution against treating the increase as recurring revenue available for ongoing spending or for tax cuts.
PERSPECTIVES: Research Affiliates
Does the apparent dearth of financial genius mean the investment industry is in crisis?
MORNINGSTAR CONFERENCE PREVIEW
As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.
Market Barometer
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| Lg |
| Md |
| Sm |
Value—Growth
Day Return
| +1.25% 0 -1.25% |
1Wk Return
| +1.25% 0 -1.25% |
1Mo Return
| +4% 0 -4% |
3Mo Return
| +8% 0 -8% |
1Yr Return
| +20% 0 -20% |
3Yr Return
| +20% 0 -20% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
Stock News
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News Archives
May 24
Market Consensus
1.6%
Actual
3.3%
Market Consensus
0.5%
Actual
1.3%
Market Consensus
NA
Actual
May 28
Market Consensus
NA
Actual
May 29
Market Consensus
NA
Actual
May 30
Market Consensus
NA
Actual
Market Indexes
DJIA
15,290
-4.7
0.0%
S&P 500
1,647
-3.2
-0.2%
NASDAQ
3,453
-6.5
-0.2%
Morningstar U.S. Market
4,146
-10.2
-0.2%
Morningstar Small Cap
6,275
-29.1
-0.5%
Maturity
%Yield
6 Month
0.08
2 Year
0.26
5 Year
0.91
10 Year
2.02
30 Year
3.20
1 Yr Ago
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