Weekly Wrap: Strategies for Adjusting Your Portfolio and Filing Taxes
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.|
Morningstar's Tax and IRA Guide
Strategies and investment ideas for lessening the tax bite.
A Midyear Portfolio Checkup in 7 Steps
After the first-quarter market volatility, the time is right to see if any adjustments are in order.
33 Undervalued Stocks
Here are our analysts' top ideas in each sector this quarter.
Remember When High-Frequency Trading Was a Bad Thing?
Nothing has changed, except that the controversy has vanished.
Sharpening the Tools of the ESG Investor: Morningstar’s View
Improvements to ESG metrics and disclosures matter for all investors.
How Simple Rules Can Beat the Market
It all comes down to two well-known factors.
Portfolio Planning and Personal Finance With Christine Benz
New Tax Filing Deadline Affects More Than Just Taxes
Tax and retirement planning expert Ed Slott looks at financial aspects to consider now that the tax filing date is later.
What's the Best Diversifier for Stocks?
Treasuries have been effective ballast, but that's not certain to continue.
Mutual Funds and Exchange-Traded Funds
International Equity Funds Bounced in Second Quarter
The comeback was uneven, however.
3 Funds for the Dividend Investor
Alex Bryan reveals some funds for dividend investing during volatility.
Riskier Fixed-Income Sectors Bounce Back in the Second Quarter
Decisive central bank action and investor optimism for a swift economic recovery spurred a titanic rally for riskier sectors in fixed-income markets.
Corporate Bonds Stand Out in Second Quarter
As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter.
This Dividend Strategy Emphasizes Shareholder-Friendly Companies
Consistent dividend growth is key.
3 Reasons Healthcare Is Showing Fit Performance
And what we expect to see moving forward.
Quarter-End Markets Summary: 6 Charts and Tables on the Q2 Rebound in Risk
What to make of the April to June period.
But the disruption caused by COVID-19 has little effect on the device industry’s moats.
Growth Parties Like It's 1999, but Don't Rule Out Value
Morningstar style indexes reveal market divergence and opportunity.
Energy Sees Boost in Second Quarter
But first-quarter wallop still stings.
Morningstar's Take on the Second Quarter
Our analysis of the second quarter in stocks and funds.
Pandemic-Focused Buyers Shaped Consumer Defensive's Quarter
Here are two stocks that catch our eye.
Interest in Americold Heats Up
This REIT should be better insulated from the deleterious impacts of the COVID-19 pandemic.
Q2 Saw Tech Turbulence as Workers Sheltered at Home
What we expect from July.
Coronavirus Hurts Digital Ads Less Than Expected
The pandemic has pushed businesses to more rapidly start and complete their digital transformation.
Dividend Investors Look for Light in a Dim Year
Finding undervalue stocks among challenged dividend-payers.
Stock Analyst Updates
Berkshire Hathaway Adds to Energy Assets
We do not expect to change our fair value estimate for the firm after its acquisition of Dominion Energy's gas operations.
What Postmates Acquisition Means for Uber
We think the deal could strengthen the firm's network effect moat source.
Treasury Issues Favorable CARES Guidance--With a Tight Deadline
The generous and liberal interpretation of the act’s provisions provide substantial flexibility and options to retirement-plan owners.
The Long View
Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'
The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future.
Sustainability Matters: Sustainable Stock Funds Held Their Own in Second-Quarter Rally
They have significantly outperformed for the year to date.
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:
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.