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.|
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.
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.
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.
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.