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Weekly Wrap: High-Quality Stocks, Top Rated Funds, and Portfolio Ideas

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Editor's Picks Biden's 401(k) Plan Is Vague, but Worth Paying Attention to Joe Biden's tax plan would overhaul retirement plan tax benefits.

10 High-Quality Stocks on Sale Here's a peek at the most undervalued constituents of the Morningstar Wide Moat Focus Index--as well as names that have been added and cut.

Another Tax-Advantaged Option for Retirement Planning Investors who have the wherewithal should consider fully funding their health savings accounts.

The Stock Market Is Not the Economy What's more, the two are drifting even further apart.

7 Top-Rated Allocation Funds Worth a Look Amidst a Backdrop of Market Uncertainty Diversification is the best defense against the unknown.

3 Portfolio Moves to Consider Before the Election For those who can't sit still, here are a few ideas to pursue that won't derail your long-term plan.

Portfolio Planning and Personal Finance With Christine Benz Can You Save Too Much in a Health Savings Account? Even savers whose assets exceed their healthcare outlays have some escape hatches.

How to Invest in an Annuity If you've decided to purchase an annuity, you'll also need to think through where to hold it, how much to annuitize, and when to make the buy.

What's Your Personal Inflation Rate? Take stock of your spending to determine whether inflation is an issue for you.

Mutual Funds and Exchange-Traded Funds An Excellent--and Aggressive--Choice for Growth Seekers Consistently good stock selection over the long haul has earned Harbor Capital Appreciation an enviable track record.

Which U.S. Stock Funds Upped Their Technology Exposure The Most? The average U.S. stock-fund allocation to the IT and communication sectors is rising, and some funds have increased exposure well above their benchmarks.

Shades of Growth "Growth" is a broad description that doesn't account for meaningful differences between strategies.

Stocks Peering Into Palantir's Data Market Disruption We value the company at $28.2 billion, reinforced by a sticky customer base and positive moat trend.

4 Dividend-Paying Stocks Top Managers Like Several of our Ultimate Stock-Pickers own these income producers.

Kohl's Is on Sale The retailer looks like a compelling value as many rivals are closing their doors for good.

Brighter Outlook for Bank Technology Providers We're still ambivalent about recent M&A, though.

Stock Analyst Updates Roche, Regeneron FVEs Hold After New REGN-COV2 Data Based on the data, we've increased our assumed probability of approval for the REGN-COV2 antibody cocktail to 100% from 60%.

NextEra Reportedly Pursues Duke Energy; Duke Rebuffs We are maintaining our fair value estimates and moat trends for both of these companies in the utilities sector.

Initiating Coverage of Palantir With a $13 FVE Palantir, which we have given a narrow moat rating, sells software platforms aimed at solving big data integration and analytics challenges for government and commercial clients.

Beverage Portfolio Surprises in Pepsi's Q3 Earnings We maintain our $140 fair value estimate for this wide-moat stock.

Rekenthaler Report Can You Predict the Next Downturn? (Bond Edition) Not by expecting bonds to behave like equities, you won't.

4 Questions About Bonds How to invest when yields on high-quality bonds disappear?

The Long View Podcast Brian Portnoy: Balancing Returns With Simplicity, Financial Independence, and Peace of Mind The author and financial-wellness advisor discusses "funded contentment," financial education, and the behavioral finance behind it all.

Commentary Fund Companies' Climate Votes: Not Much Changes at the Top The five largest U.S. fund companies post a mixed track record in 2020 when voting on shareholder resolutions aimed at tackling climate change.

Blank-Check Companies: Be Careful Nikola is not the first "SPAC" to emerge in an explosion of "strategic" IPOs in 2020. Here's what investors need to know.

Most Requested Stock Quotes Apple AT&T Microsoft Tesla Amazon.com

Most Requested Fund Quotes Vanguard 500 Index Fidelity Contrafund Vanguard Dividend Growth T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index

Most Requested ETF Quotes SPDR S&P 500 ETF Invesco QQQ Trust ARK Innovation ETF Vanguard Total Stock Market ETF Vanguard S&P 500 ETF

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

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