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Investing Specialists

Weekly Wrap: Portfolio Makeover Week Highlights, Cheap Stock Picks, and More

We recap the week on 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
Morningstar's 2020 Portfolio Makeover Week
Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

Back to School? How the Coronavirus Could Shape the Future of Higher Education
The pandemic has made students and families reconsider the true value of a college education.

Has the Coronavirus Affected Correlation?
In a globalized world, many stock markets move in sync. Is that still true during the pandemic?

Looking Under the Hood at Robinhood
Morningstar’s Global Risk Model reveals how some of the app’s most popular stocks stack up on 11 different measures of equity-related risk.

5 Cheap Stocks With Growing Dividends
These heavily weighted names in the Morningstar US Dividend Growth Index are all at least 20% undervalued.

You're Using Your HSA All Wrong
Investing your HSA assets is really the way to maximize the tax benefits.

Portfolio Planning and Personal Finance With Christine Benz
Retirees Seek Check on Their Equity-Heavy Portfolio
With a low withdrawal rate, is holding more in low-returning bonds and cash an imperative?

Key Takeaways From Portfolio Makeover Week 2020

Career Changer Plays Catch-Up on Retirement Savings
Bumping up foreign stocks is one way to improve the return potential of a young earner's portfolio.

Getting a Second Opinion on a Stock-Heavy Portfolio
Standing pat with stocks has worked well for Jeff and Debra, but with retirement within the next decade, is that still the right tack?

Financial Writer Takes His Portfolio's Volatility in Stride
A portfolio that tilts toward gold and equities.

50-Year-Old Asks: Is It Time for More Bonds?
An equity-heavy portfolio and an index-centric approach have served this couple well so far, but is it time to take some risk off the table?

Retired DIY Investor: Is It Time to Delegate?
This retiree loves following the market and investing in stocks, but would a simpler portfolio make more sense?

Mutual Funds and Exchange-Traded Funds
Stellar Teams Take These Franklin and Pimco Funds Up a Notch
Morningstar analysts rated 548 share classes and vehicles and 141 unique strategies in October 2020.

Capital Gains Roundup: 2020 Edition
As the year winds down, growth-fund investors are most likely to get socked with tax bills.

3 Good Funds Having a Lousy Year
These Morningstar Medalists' returns are near the bottom of their categories this year.

A Dramatic Reversal in the Market
Those value funds you own that have annoyed you? Take a look now. Many are surging.

This Fund Takes a Sensible Approach to Small-Value Stocks
Despite recent hiccups, Boston Partners Small Cap Value II's deliberate approach should reward investors over a full market cycle.

2 Income-Producing Funds We Like

M&T Is One of the Best Underwriters We Cover
The undervalued bank has good management and a stable franchise.

Energy Stocks Surge on Positive Vaccine News
But plenty of upside remains.

What E&Ps Can Learn From Big Tobacco
Here's a playbook for exploration and production companies to restore investor confidence.

Stock Analyst Updates
Pfizer and BioNTech Report Strong COVID-19 Vaccine Data
With the vaccine’s efficacy over 90% and no major safety issues observed, we believe Pfizer and BioNTech's vaccine is set up for emergency use in late 2020, followed by full approval in 2021 pending supportive final data.

Rekenthaler Report
How Will Stock Buybacks Affect Future Market Returns?
The answer is otherwise than appears at first impression.

From the Archives: Why Growth Stocks Are Winning
Surprisingly, the reason relates to income inequality.

Advisor Insights 
Is a Charitable Remainder Trust the Way to Beat SECURE Act?
It might be for clients seeking to provide a life income to a middle-aged or older individual and a significant charitable gift.

The Long View Podcast
Ramit Sethi: 'What Is Your Rich Life?'
The author and financial expert discusses retirement and income security, debt, and the framework behind having a rich life.

The Short Answer 
What You Need to Know About Capital Gains Distributions
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

The '-flations' in Finance
What is inflation, deflation, disinflation, and stagflation?

Putting Infrastructure to Work in Your Portfolio
The pros and cons of infrastructure funds.

Finally Time for Value Stocks to Shine?
As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.

Most Requested Stock Quotes
Alibaba Group

Most Requested Fund Quotes
T. Rowe Price Blue Chip Growth
Vanguard Dividend Growth
Vanguard 500 Index
Dodge & Cox Income
Fidelity Contrafund

Most Requested ETF Quotes 
ARK Innovation ETF
Invesco QQQ Trust
Vanguard Total Stock Market ETF
Vanguard Dividend Appreciation ETF