David Swensen: The Peter Lynch of Institutional Investing
A genius to admire but not emulate.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 10,494.31 |
85.87
|
−0.81%
| |
| U.S. Mid Cap | 14,170.61 |
136.11
|
−0.95%
| |
| U.S. Small Cap | 13,608.81 |
89.47
|
−0.65%
| |
| DJIA | 34,212.40 |
530.42
|
−1.53%
| |
| S&P 500 | 4,149.00 |
39.43
|
−0.94%
| |
| NASDAQ | 13,383.65 |
18.20
|
−0.14%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Palantir Technologies Inc Ordinary Shares - Class A |
1.70
|
9.18%
|
| Apple Inc |
0.82
|
−0.64%
|
| NIO Inc ADR |
0.79
|
2.30%
|
| Plug Power Inc |
3.25
|
16.19%
|
| Ocugen Inc |
0.16
|
−1.55%
|
| 3D Systems Corp |
6.17
|
34.71%
|
| General Electric Co |
0.27
|
−2.02%
|
| Ford Motor Co |
0.12
|
−0.98%
|
| AMC Entertainment Holdings Inc Class A |
0.35
|
3.58%
|
| Nokia Oyj ADR |
0.05
|
−1.00%
|
News
- Dow Drops More Than 400 Points on Inflation Worries | Dow Jones
- Bridgewater Founder Ray Dalio Raises Inflation Concerns Over Federal Spending | Dow Jones
- Dow Drops More Than 500 Points on Inflation Worries | Dow Jones
- U.S. Home Prices Surge Higher, Pricing Out Many Buyers | Dow Jones
- Dow Drops More Than 400 Points As Stock Selloff Extends | Dow Jones
- Home Depot The Worst Performer in The DJIA So Far Today — Data Talk | Dow Jones
- Alibaba Group Currently Down Nine Consecutive Days, on Track for Longest Losing Streak Since December 2018 — Data Talk | Dow Jones
- Producer Price Index Growth Expected to Slow — Data Week Ahead | Dow Jones
- Stocks Keep Falling, Led by Tech | Dow Jones
- Stocks Open Lower, Led by Tech | Dow Jones
Features
An Upgrade for This Excellent Vanguard Dividend Fund
Thanks to its low costs, Vanguard Dividend Appreciation Index now earns our top rating of Gold.
What This Year's Top-Performing Funds Own
Stock holdings favored by 2021's top-performing active funds are dramatically different from last year's.
Don't Fret About Tax-Law Changes--Yet
How changes to the step-up in cost basis could affect your financial plan.
What's the Right Way to Approach Withdrawal Rates?
Consider your flexibility.
Standout Teams Lift the Ratings of These Parnassus and BlackRock Funds
Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.
Morningstar's New World-Stock Categories
Some funds in the new world large-stock value category have really benefited from the change.
Class of 2021
How to Create a Budget
If you’re just starting out, don’t wing it with your expenses.
The 'How Tos' of Adulthood
Morningstar's Money Guide for New Graduates
Our guide walks through creating financial habits, planning for the future, and starting a new job.
SPACs Are Here to Stay
They can fuel bubbles, but SPACs themselves are not bubbles, PitchBook finds.
The Best Growth Funds
These growth-focused funds all earn Morningstar Analyst Ratings of Silver or better.
Alphabet, Facebook Remain Attractive
The two have already been trading at what we view as unwarranted discounts compared with their peers.
RETIREMENT PLANNING
Long Live the 60/40 Portfolio
The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
When Is the 'Right' Time to File for Social Security Benefits?
Author Mike Piper discusses when it makes sense to claim Social Security early and when delaying is advisable.
Using Annuities to Mitigate Risk
The Retirement Income Journal editor Kerry Pechter tackles common annuity misconceptions.
Karen Wallace
How to Find the Right ESG Fund
Christine Benz
In Praise of Target-Date Funds
Susan Dziubinski
The Best Value Funds
Amy C. Arnott
Do Commodities Still Work as Portfolio Diversifiers?
Ben Johnson
The Strategic-Beta Landscape Today
John Rekenthaler
Why Wall Street Issues So Many Buy Recommendations
Russel Kinnel
How We Think About Manager Changes
Is There Opportunity in Airlines Stocks?
U.S. airlines turn a corner as travel demand picks up.
SPACs Are Here to Stay
They can fuel bubbles, but SPACs themselves are not bubbles, PitchBook finds.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Don't Fret About Tax-Law Changes--Yet
How changes to the step-up in cost basis could affect your financial plan.
Are You Caught in a Scarcity Trap?
Fixing an ingrained scarcity mindset requires more than extra money.
How to Help Loved Ones Financially
Lending a hand without breaking your bank.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
In Long History of Market Crashes, Coronavirus Crash Was the Shortest
The year may have been unprecedented, but the best course for navigating a market dip stayed the same.
What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
These Sectors Performed Best and Worst in the Pandemic
We look at the industries for those most affected by social-distancing and stay-at-home orders.
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
Special Report: Investing in Strange Times
We reflect on lessons learned--and reaffirmed--over the past year of investing amid market uncertainty.
An Upgrade for This Excellent Vanguard Dividend Fund
Thanks to its low costs, Vanguard Dividend Appreciation Index now earns our top rating of Gold.
Morningstar's New World-Stock Categories
Some funds in the new world large-stock value category have really benefited from the change.
Standout Teams Lift the Ratings of These Parnassus and BlackRock Funds
Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.
Long Live the 60/40 Portfolio
The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
8 Key Steps to Provide Better Advice to Latino Clients
Opening your firm to a more diverse client base starts with education.
With Biden Tax Proposals, Charitable Strategies Rise in Importance
Charitable giving might become the best way for wealthy investors to lower their taxes.
The Case for Real DEI in Your Advisory Business
It takes more than just checking the boxes to see the benefits.
For a Tax Season Unlike Any Other, Check These Items Before Your Clients File
The American Rescue Plan includes some significant changes that can affect 2020 tax returns and planning for future years.
How Advisors Can Educate Themselves on the African-American Experience
A better understanding of your clients can help shift the trajectory of wealth-building for African Americans.
ESG ETF Portfolios for Retirement Savers
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
Is it the Right Time for Annuities?
Why investors should consider guaranteed income as part of their retirement strategy.
The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Investors Have Tools to Combat Global Deforestation
How you can make a change.
How to Apply a Racial Equity Lens to Your Investments
What can investors do to dismantle systemic racism? Here are some ideas.
Re-Envisioning ESG in 401(k) Retirement Plans
Proxy voting provides a way for investors to have a say on ESG issues.
Sustainable Fund Flows Reach New Heights in 2021’s First Quarter
Green funds are blossoming this spring.
Let’s Not Leave Behind the S & G in ESG
Investors--and policymakers--should consider sustainability issues holistically.