Weekly Wrap: An Investor Guide to Crypto, Funds to Ditch, and Stocks to Pick
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.|
The 2020-21 school year has--mercifully--come to an end. Weary students (and their equally weary parents) are shaking off a less-than-ideal experience. But no amount of fatigue will stop parents from trying to keep their kids’ brains active and avoid the summer slide. Math games! Cooking classes! Summer reading programs! Museums!
How about you, Smart Investor readers? Are you looking for ways to keep your mind engaged during the dog days of summer?
If so, I have a few ideas. Start by watching the replay of Morningstar’s recent live-streamed event, "Morningstar Classroom: Apple, Tesla, Amazon--Overvalued?" Chief markets strategist Dave Sekera and director of investor education Karen Wallace walk viewers through Morningstar’s approach to valuing stocks, interview analysts about the market’s most popular names, and reveal where to find opportunity today.
Not interested in individual stocks? No problem. Take a few courses in Morningstar’s Investing Classroom, which covers everything from dealing with financial stress to understanding bonds to building a suitable portfolio. Catch up on The Long View podcast, which features conversations with some of the financial industry’s best minds. Or tackle one (or more) of these summer money projects suggested by director of personal finance Christine Benz.
And of course, be sure to relax with family and friends. We’ve earned it.
4 Undervalued Stocks With Momentum
These wide-moat names have all returned twice as much as the market this year but remain undervalued by our metrics.
4 Funds Investors Are Dumping
What's behind the outflows?
A Financial To-Do List for June
Make a blueprint of your financial plan and keep it on track with investment and retirement policy statements.
The Benefits and Drawbacks of Active ETFs
Active ETFs are not an oxymoron.
Cryptocurrency in 2021
Digital currencies are immensely popular. Here’s what investors need to know.
How Have Older Workers Fared in the Pandemic-Induced Downturn?
For some income groups, job loss and early retirement have been higher than in the Great Recession, writes contributor Mark Miller.
Where to Go for Cash in a Pinch
Without an emergency fund, here are some avenues to pursue--and one that you should definitely avoid.
Clearing Up QCD Confusion
As this strategy becomes more commonplace, so do questions about how to execute it.
Looking Under the Hood at Schwab Charitable Fund
We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the United States.
ESG Model Portfolios Don't Have to Cost More Green
Going all-in on ESG investments doesn’t mean you have to pay high fees.
Markets and ETF Investors Plow Forward in May
Markets scraped forward while stock ETFs continued to haul in new money.
How to Use Thematic Funds
Thematic funds from ARK Invest and others have generated a lot of interest.
Stress-Testing Some Vanguard and T. Rowe Allocation Funds
These Morningstar Medalists show it’s possible for longer-duration strategies to beat peers when rates rise.
6 Fast-Food Stocks to Savor
Of the menu options, these U.S. quick-service restaurants are worth tasting.
5 Dividend Stocks That Are Sustainable Twice Over
These stocks offer solid dividends and low ESG risk.
Abbott Reduces Outlook for Pandemic-Related Diagnostics
We’re not changing our $97 fair value estimate.
Zoom Has Another Blowout Quarter; FVE Up to $245
Given exceptional results and strong guidance, we are once again raising our estimates, which drives our fair value estimate to $245 per share from $223. We still view the shares as overvalued.
BlackBerry Caught Up in Meme Stock Fever Again
We're maintaining our $7 fair value estimate.
What Retirees Get Right About Their Retirement Income
Instinctively, they understand how to stretch their portfolios.
How Personalities Determine Investment Styles
You're either born a growth-stock investor, or you're not, in this column from the archives.
Helping Clients With an ESG Investing Policy Statement
How can you help them define "enough"?
Is Your Succession Plan Future-Focused?
Here are some best practices for developing the next generation of leadership for your firm.
Alan Moore: What Millennial Investors Want
The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.
7 Great Investing Books for Beginners
Want to get smarter about investing? Try some of these books.
The Viability of FTTs Within Post-Pandemic Tax Reforms
How would a financial transaction tax affect investors, and what can we learn from existing implementations?
How Can We Change Social Security to Make It Work Better?
Economist Andrew Biggs discusses the current U.S. retirement system and how to tackle the Social Security funding gap.
The Next Great Extinction in Asset Management
Asset managers are adapting for a new generation.
Large-Growth Funds That Flip-Flopped in the Value Rally
Valuation-conscious growth approaches have seen their fortunes turn for the better this year.
Low Interest Rates, Uncharted Bond Markets, and the Income Conundrum
Extraordinary times may require adjusting expectations.