Do Your Holdings Pass the Decluttering Test?
Asking how well your holdings are doing their jobs is a starting point for trimming your portfolio.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 11,174.45 |
46.68
|
0.42%
|
| U.S. Mid Cap | Closed | 14,723.49 |
105.12
|
0.72%
|
| U.S. Small Cap | Closed | 13,554.20 |
97.90
|
0.73%
|
| DJIA | Closed | 35,084.53 |
153.60
|
0.44%
|
| S&P 500 | Closed | 4,419.15 |
18.51
|
0.42%
|
| NASDAQ | 14,778.26 |
15.68
|
0.11%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Advanced Micro Devices Inc |
5.02
|
5.13%
|
| New Oriental Education & Technology Group Inc ADR |
0.15
|
−6.36%
|
| DiDi Global Inc ADR |
0.99
|
11.16%
|
| Ford Motor Co |
0.53
|
3.82%
|
| Robinhood Markets Inc Class A |
3.18
|
−8.37%
|
| TAL Education Group ADR |
0.53
|
−8.28%
|
| Nokia Oyj ADR |
0.24
|
4.13%
|
| AMC Entertainment Holdings Inc Class A |
0.77
|
−1.98%
|
| PG&E Corp |
0.07
|
−0.77%
|
| Apple Inc |
0.66
|
0.46%
|
News
- Edwards Lifesciences Swings to 2Q Profit, Points to Recovery Signs | Dow Jones
- Gilead Sciences Swings to 2Q Profit as Revenue Soars 21% | Dow Jones
- T-Mobile's Top, Bottom Lines Climb for 2Q | Dow Jones
- Advanced Micro Devices Trades at Record Levels After Xilinx's Strong Earnings Report | Dow Jones
- Baxter International On Pace for Largest Percent Decrease in Nearly a Year — Data Talk | Dow Jones
- Enel 1st Half Net Profit, Revenue Fell; Confirms 2021 Targets | Dow Jones
- STOXX Europe 600 Index Ends 0.46% Higher at 463.84 — Data Talk | Dow Jones
- FTSE 100 Index Ends 0.88% Higher at 7078.42 — Data Talk | Dow Jones
- DAX Ends 0.45% Higher at 15640.47 — Data Talk | Dow Jones
- CAC 40 Index Ends 0.37% Higher at 6633.77 — Data Talk | Dow Jones
Features
Second-Quarter Market Insights in 8 Charts
Our market commentary covers economic expectations after the pandemic, the global spread of inflation pressure, and more.
Robinhood Poised for What Could Be a Volatile IPO
Here’s what to know as the company goes public.
19 Elite Small-Caps on Sale
These wide- and narrow-moat small companies are undervalued according to our metrics.
As Fed Holds Rates Steady, Tapering Debate Looms Large
It’s reasonable to expect tapering to start toward the end of 2021 or beginning of 2022.
Why the Government Should Learn Which Annuities Are Useful
The right policy could make annuities easier to use for retirement savers.
Earnings Season
Market Gains Lift T. Rowe Price's AUM to Record
We expect to raise our fair value estimate to $202 per share from $193 to account for continued improvements in the company's assets under management.
Facebook Posted Impressive Q2 Results; FVE up to $407
We are increasing our fair value estimate of Facebook to $407 from $390. The firm reported better than expected second quarter top- and bottom-line results driven by user growth and growing monetization.
Merck Reports Solid Q2, Buoyed by Hospital Drug Sales
We continue to view the stock as undervalued with the market not appreciating Merck’s strong immuno-oncology position and developing pipeline, key areas that reinforce our wide moat rating.
Do Earnings 'Beats' and 'Misses' Really Matter?
Pay attention to quarterly results but don't give them more weight than they deserve.
What the American Jobs Plan Means for Stocks
The path to passing the plan may have changed, but its expected impact on the market has not.
Tesla Shares Rally on Infrastructure Bill
Our view for the company is unchanged and we maintain our $570 per share fair value estimate and narrow moat rating.
Why the Rich Have Become Richer
Wage disparity is only half the story.
What the Last Year Taught Us About Low-Volatility ETFs
Are they living up to expectations?
What Policy Changes Could Mean for BioPharma
Firms may face headwinds in U.S. sales, but our fair value estimates haven't budged.
Susan Dziubinski
33 Undervalued Stocks for the Third Quarter
Christine Benz
Rebalancing: What You Need to Know
John Rekenthaler
How Rich Was Babe Ruth?
Russel Kinnel
4 Funds to Dial Down Your Risk
Karen Wallace
What's Baked Into a Stock Price?
Amy C. Arnott
The Promise and Peril of Ethereum, Part II
What Policy Changes Could Mean for BioPharma
Firms may face headwinds in U.S. sales, but our fair value estimates haven't budged.
19 Elite Small-Caps on Sale
These wide- and narrow-moat small companies are undervalued according to our metrics.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Do Your Holdings Pass the Decluttering Test?
Asking how well your holdings are doing their jobs is a starting point for trimming your portfolio.
Must-Knows About Employee Stock Options
How to balance the tax and investment considerations.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job.
Globalization Declining? Not in Investor Portfolios
Morningstar Indexes through a geographic revenue lens.
Economic Outlook: Recovery Moving Quickly Thanks to Soaring Consumer Demand
We've increased our GDP forecast.
3 Strategies for Your Clients' Post-Pandemic Spending and Saving Plans
Here are some ways to prolong the good financial habits developed over the past year.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
These Funds Hit for Power
We've developed a slugging percentage for U.S. equity funds.
Target-Date Deep Dive: Vanguard
This giant's target-date series remains among the best for retirement savers.
Green Muni Bonds Are Blooming Slowly
What does the market for green muni bonds look like, and where is it going?
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Adding Project-Based Planning to Your Advisory Business
This useful addition to a practice can broaden the reach of advice.
The Tool Kit for Sponsoring Black Female Advisors
Having a mentor is good, but a sponsor can champion a career.
What If Biden's Capital Gains Tax Is Retroactive?
The proposal’s fine print suggests the effective date could already be in the past.
A Sneak Preview of Secure Act Regulations
Changes to the minimum distribution rules get some added wrinkles from the IRS.
The Myth of the 'Asian American' Client
There is no one-size-fits-all financial advice for the incredibly diverse Asian American audience, so it is important to understand your clients on a case-by-case basis.
Social Security Cost-of-Living Adjustment Looks Uncertain
The outlook for inflation and Medicare premiums complicates predicting what the net COLA will be for 2022.
What I Learned From My 'Faux-tirement'
A six-week break from work provides takeaways for retirement--and the years that will come before.
Get a Tax-Smart Plan for In-Retirement Withdrawals
Consider these strategies to stretch out your tax savings during your retirement years.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
U.S. Sustainable Fund Assets Reach a New Milestone in 2021’s Second Quarter
Flows took a break for the summer after their first-quarter peak.
How an Investor Helped Netflix Disclose Its ESG Performance
Investor advocate Lily Bowles’ story with Netflix is a successful one, but new restrictions on shareholder resolutions make such efforts harder to replicate.
Green Muni Bonds Are Blooming Slowly
What does the market for green muni bonds look like, and where is it going?
How Shareholders Can Have a Say on CEO Pay
We look at methods that strengthen investor voices on executive compensation.
Revisiting ESG Integration and Market Representation
The role of the parent index in ESG strategies.