Weekly Wrap: Chinese Stocks, Private Equity, and the SEC's New Climate Disclosure Proposal
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
Half of the top 10 dividend-yielding names are undervalued.
Does Your Portfolio Need Private Equity?
Despite the potential for higher returns, the investment case is mixed.
The SEC's New Climate Disclosure Proposal: What You Need to Know
The broad proposal would cover hard-to-track emissions and is likely to be challenged.
The Best Growth Funds for 2022
These growth-focused funds all earn Morningstar Analyst Ratings of Silver or better.
Why You Should Review Your Estate Plan This Year
The Secure Act and IRS have added some wrinkles.
Why High-Yield Bonds Should Outperform in 2022
In an environment of rising interest rates and healthy economic growth, we continue to favor high-yield corporate bonds.
Which Bond Types Provide the Most Diversification for Stock Investors?
Stock and bond correlations have risen recently amid interest-rate changes and inflation.
Should You Consider Qualified Charitable Distributions?
How did they change for 2022?
How to Create an Investment Policy Statement
Use this document to outline parameters for your portfolio and keep your holdings in good shape.
13 Funds to Buy for Your IRA
I've got you covered from high risk to low risk.
Vanguard Dividend Growth: A Great Stock Fund for Uncertain Times
Down markets often bring out this fund's strengths.
Why We've Downgraded Fidelity Contrafund
One substantial disadvantage drove the rating downgrade for this otherwise excellent fund, says Morningstar's analyst.
The Best Target-Date Funds for 2022 and Beyond
Only one series earned an upgrade to the coveted Gold rating this year.
Thematic Funds Continue to Capture Investors' Imagination--and Their Money
Investors should think twice before chasing the next hot theme.
How Much Risk Is Your Target-Date Fund Taking?
Here's what a glide path is and why it matters.
What Happens to Your ETFs if Chinese Stocks Delist?
The SEC has singled out Yum China, four others for potential delisting in 2024 over accounting standards.
Is It Finally Time to Start Buying Intel Stock?
An ambitious makeover and new leadership could make for an attractive entry point after years of poor returns
Market's Hitting Tobacco Stocks Too Hard
War has changed cigarette manufacturers' strategy, but we think the valuation impact is exaggerated.
Stock vs. Stock: Netflix and Disney
Where are entertainment and streaming services headed?
15 Energy Stocks You Should Avoid
Thanks to a big rally, long-underperforming energy stocks are now starting to look expensive.
How Do Alternatives Fit Into a Diversified Portfolio?
It depends on the strategy.
Eric Schoenstein: The Case for Quality Stocks
The Jensen Quality Growth fund manager on whether competitive advantages are as durable as before, how to evaluate capital allocation, and more.
Chinese Stocks: The Road to Nowhere
Where are the shareholders’ yachts?
Chinese Stocks: What Went Wrong
A bad start, then a missed opportunity.
Are You Following the ’Herd’ of Internet Investing?
Professor and financial expert Terrance Odean talks the fast-paced world of social-media investing.
Apple
Adobe Inc
Intel Corp
Microsoft
NVIDIA Corp
Vanguard Dividend Growth Inv
Fidelity® Contrafund
Fidelity 500 Index
Dodge & Cox Stock
Vanguard 500 Index Admiral
Vanguard S&P 500 ETF
Schwab U.S. Dividend Equity ETF
SPDR S&P 500 ETF Trust
Invesco QQQ Trust
Vanguard Total Stock Market ETF
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