Thursday, May 17, 2012
PORTFOLIO MAKEOVER WEEK
On the to-do list: getting ready for RMDs and taking steps to deploy a huge cash stake.
- Premium: Register Now for Christine Benz's Live Webinar: Make Over Your Portfolio for Retirement | Fri., May 18, 12 p.m. CDT
- A Young Couple Kicks Their Financial Plan Into High Gear
- Creating a Portfolio That Will Weather the Storms
- Making Retirement Work Without a Huge Nest Egg
- See All of This Week's Makeovers
FOOTNOTED COMMENTARY
The discount retail giant provided some details on its scandal in Mexico, but it could've said a lot more.
FUND SPY
Recent changes to this fund's portfolio manager structure shows much tinkering going on.
STOCK STRATEGIST
We've enhanced our methodology, which could result in modest fair value estimate changes.
HEARD ON THE BOARDS
What sort of stewardship snafus would cause you to lose confidence and sell a stock?
ETF INVESTING
Facebook will be added to the holdings of several of these ETFs soon. Other funds, however, won't be graced with the presence of the social-networking giant for weeks--or months--to come.
FIVE-STAR INVESTOR
Despite high fees, these names still manage to beat their peers.
STOCK STRATEGIST
Rate growth will slow, but should remain a tailwind.
THE SHORT ANSWER
Under margin account rules, brokerages may loan out customer shares to cover other customers' short sales.
READING INDICATORS
Gas prices are falling, credit use is on the rise, and the trade deficit is looking more normal, writes Morningstar's Bob Johnson
BOND STRATEGIST
J.P. Morgan's trading losses are certainly a negative mark on Jamie Dimon's reputation, but we do not believe this hit to the bank's capital levels is substantive enough to affect our issuer credit rating.
CEF SPOTLIGHT
A former real-estate-focused fund morphed into a globally invested hybrid fund over the course of a few years.
PERSPECTIVES: iShares
Demographics exert a significant influence on both economies and financial markets, an impact that will grow in the coming years.
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 |
After the Bell
Popular Fund Quotes
News Archives
May 17
Market Consensus
365K
Actual
370K
May 17
Market Consensus
3250K
Actual
3265K
May 17
Market Consensus
8.8
Actual
-5.8
May 17
Market Consensus
0.2%
Actual
-0.1%
May 22
Market Consensus
NA
Actual
May 23
Market Consensus
NA
Actual
Market Indexes
DJIA
12,442
-156.1
-1.2%
S&P 500
1,305
-19.9
-1.5%
NASDAQ
2,814
-60.4
-2.1%
Morningstar U.S. Market
3,273
-56.3
-1.7%
Morningstar Small Cap
4,847
-124.3
-2.5%
Maturity
%Yield
6 Month
0.16
2 Year
0.32
5 Year
0.74
10 Year
1.70
30 Year
2.80
1 Yr Ago
Last Close
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