Skip to Content
Investing Specialists

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.

Editor's Picks
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.

Stocks
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.

Rekenthaler Report
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.

Advisor Insights 
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.

Commentary 
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.

Most Requested Stock Quotes
Apple
Tesla
Pfizer
The Walt Disney
Amazon.com

Most Requested Fund Quotes
Fidelity Contrafund
T. Rowe Price Capital Appreciation
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Vanguard Dividend Growth

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

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.