Weekly Wrap: Vanguard Hits a Milestone, Tesla Joins the S&P, and More
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.|
Tax Strategies for Retirees in a No-RMD Year
Including who can use qualified charitable distributions.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Large-cap strategies continue to underperform the market through 2020.
The 10 Best Wide-Moat Stocks of 2020
Do any of 2020’s top performers have gas left in the tank for 2021?
Is Tesla Joining the S&P 500 Really Such a Big Deal?
While it stands as the largest addition in the index's history, this likely won't impact everyday investors all that much.
Vanguard Total Stock Market Index Hits the Trillion Dollar Milestone
Vanguard has the biggest fund.
ETFs Again Proved Their Worth to Taxable Investors in 2020
Most avoided capital gains distributions this year.
Portfolio Planning and Personal Finance With Christine Benz
Implementing a Fresh Portfolio? Don’t Forget About Taxes
It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.
Charitable Giving in 2020
Ed Slott discusses some of the tax implications that are unique to this year.
Strategies if You're Temporarily in a Lower Tax Bracket
IRA conversions and tax-gain harvesting may be worth considering.
Retirement Planning for the 'Gig' Economy
Contractors and other self-employed workers need a bigger safety net, less idiosyncratic risk, than other workers.
Are Tax Changes Coming in 2021?
And what can investors do to prepare?
Mutual Funds and Exchange-Traded Funds
Global Disclosure Practices: How Markets Around the World Stack Up
Morningstar's analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements.
November Analyst Ratings Upgrades, Downgrades, and More
Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020.
This Strong Bond Fund Thinks Outside the Box
BlackRock Total Return makes the most of the firm's deep resources.
You Can Do Better Than the Russell 2000
Other U.S. small-cap indexes are worth considering.
Introducing the Morningstar Capital Allocation Rating
Learn what we look for when rating a company.
Digging Into Berkshire Hathaway’s Portfolio
Morningstar’s Global Risk Model reveals how the investment giant’s equity holdings stack up on 11 different measures of equity-related risk.
Morningstar’s Take on Tesla
Its technology has the potential to change the world, but investing carries great uncertainty.
Stock Analyst Updates
FDA Supports EUA for Pfizer-BioNTech’s COVID-19 Vaccine
The FDA provided emergency use authorization, or EUA, for Pfizer and partner BioNTech’s COVID-19 vaccine BNT162b2 on Dec. 11. However, we are not changing our fair value for either Pfizer or BioNTech as the EUA was largely expected.
Disney Continues to Invest in Streaming Battle
We are raising our fair value estimate to $140 from $127 due to much higher subscriber growth offset slightly by higher content spending.
Economic Projections Improve in FOMC's Final Meeting
We anticipate that the Federal Open Market Committee will be in a holding pattern for some time, with the meetings and releases likely to be relatively mundane for a while.
Eli Lilly Provides Strong Outlook and Positive Updates
The wide-moat firm continues to show significant innovation. We plan to increase our fair value estimate.
Aphria & Tilray Merge, Form Largest Cannabis Company
We see a strong strategic rationale for the combined company, which will keep the Tilray name.
Fund Investors Have Been a Steadying Force
If the stock market’s 2020 gyrations bothered them, the numbers don’t show it.
Why Most Stocks Are Losers
The math of diversification.
Year-End Equity Compensation Planning: Keep More in Your Pocket
Don't forget grants and options in your tax planning.
How to Be an Effective Pro Bono Advisor
In what ways should your approach vary?
The Long View Podcast
Jean Chatzky: 'Financial Stress Is a Big Topic in Need of More Oxygen'
The financial expert and author discusses how the pandemic can improve financial habits, what works in financial education, and the link between financial stress and well-being.
The Short Answer
What Are Fund Flows and Why Do They Matter?
Here’s what you need to know to start thinking about flows.
The 10 Biggest IPOs of 2020
These stock launches took on the pandemic, raised billions--and generated a lot of hype.
Can You Age in Place?
A shortage of age-friendly communities may make it challenging.
ETFs Drive U.S. Fund Flows in November
They collect a record $97 billion and lift U.S. equity funds.
3 Lessons Investors Can Learn From Endowments
Thinking like an endowment manager has its advantages.
Signal or Noise?
Introducing a new metric for gauging the funds that investors are most interested in.