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Weekly Wrap: Defensive Stock Picks, Streamline Your Retirement Portfolio, & Why Choose Berkshire

We recap the week on Morningstar.com and note the most popular stocks, funds, and ETFs.

Editor's Picks

Defensive Stocks on Sale These high-quality names are trading at 5-star levels.

Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be Four ideas for streamlining your holdings and reducing your oversight obligations.

5 Reasons to Consider Buying Berkshire Hathaway The stock's the cheapest we can remember seeing in a number of years.

Mind the Gap 2019 Measuring the costs of bad timing.

Portfolio Planning & Personal Finance With Christine Benz Retirees: Check Your Worry/Asset Ratio Guess what? Small positions often contribute the lion's share of the angst.

12 Battle-Tested, Low-Volatility Funds When the going has gotten tough, these stock, bond, and allocation funds have held up better than their peers.

Mutual Funds & ETFs 7 Upgrades Highlight July Ratings Changes Morningstar analysts rated 149 strategies in July.

3 Fixed-Income Funds to Keep an Eye On A few fixed-income strategies of interest from the June 2019 Morningstar Prospects report.

ETF or Traditional Index Fund: Which Is More Tax-Efficient? Ben Johnson examines tax cost and tax efficiency by fund type.

REITs Aren't a True Alternative They're just stocks that look a little different.

3 Lower-Risk Foreign-Stock Funds These funds provide foreign-stock exposure but keep a lid on risk.

T. Rowe Price's Large-Cap Funds Are a Cut Above Stellar stock-picking sets up these funds for success.

A Low-Risk Approach to the Global Market Trim risk while staying diversified.

Rekenthaler Report My Investment Howler As portfolio blunders go, this one is difficult to beat.

Stocks Albemarle's Materially Undervalued We think the oversupply causing lower lithium prices is temporary.

3 Bank Stocks for Yield-Seekers We think the dividend payouts on these names are sustainable.

9 Stocks Top Managers Are Buying Managers from Dodge & Cox, Oakmark, and Diamond Hill have picked up healthcare companies, energy concerns, and an online travel agent.

Upstream Energy Stocks Dip Into Attractive Territory Diamondback Energy and Continental Resources look especially appealing.

Where We See Value in Tech Stocks Wide-moat Intel shares look very attractive, while no-moat AMD shares are overvalued.

Macy's Deflates, and Now It's Even More Undervalued It's plagued by slow traffic and markdowns, but we think the dividend's safe.

Market Trends Volatility Returns With a Vengeance High-yield investors head for the exit.

Investors Flee to Fixed Income Strong demand for taxable-bond, municipal-bond, and money market funds in July.

Retirement Planning Widows and Widowers: What to Know about Social Security Mary Beth Franklin reviews the options available to surviving spouses when their partner pre-deceases them.

Miller: Less Investment Choice = Better Retirement Outcomes The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.

Advisor Insights The Big Five and Behavioral Finance Contributor Michael Pompian introduces a new series that examines the relationship between the "Big Five" personality traits and the behavioral biases of investors.

Policy Matters with Aron Szapiro The End of Favorable Tax Treatment for Inherited IRAs? Congress' next "pay-for" is not as significant as it seems at first glance

Most Requested Stock Quotes Apple General Electric Berkshire Hathaway Pfizer Amazon

Most Requested Fund Quotes Vanguard Dividend Growth Vanguard 500 Index Admiral T. Rowe Price Blue Chip Growth Vanguard Total Stock Market Index PIMCO Income

Most Requested ETF Quotes SPDR S&P 500 ETF Vanguard Dividend Appreciation ETF Vanguard Total Stock Market ETF iShares Edge MSCI Min Vol USA ETF Vanguard High Dividend Yield ETF

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