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Investing Specialists

Weekly Wrap: Diversifying With Crypto, Q1 Cheap Stock Finds, and Highlights From Earth Week 2022

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

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Editor's Picks

Earth Week 2022 Highlights Risks of Changing Climate for Investors
It’s critical to address the food industry, which makes up one fourth of greenhouse gas emissions.

Cheap Stocks With Q1's Largest Fair Value Upgrades
Undervalued stocks in the financial, automobile, and semiconductor industries recently had major valuation increases.

What If Stagflation Arrives?
Many now foretell its return, after a 40-year absence.

529 Education Savings Plans That Receive Top Marks
Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer.

Is Cryptocurrency Really a Portfolio Diversifier?
Cryptocurrency has a low correlation with traditional asset classes, but correlations often spike during down markets.

The Best Small-Cap Funds of 2022
These mutual funds and ETFs focus on small-company stocks and earn Morningstar Analyst Ratings of Gold.

Should You Invest in Individual Bonds or Bond Funds Today?
It's a good question, given the performance of bond funds in 2022 so far.

Portfolio Planning and Personal Finance With Christine Benz

Can a Taxable Account Beat a 401(k)?
Investment quality and expenses, as well as tax costs, are big swing factors.

Should You Count Social Security as a Bond?
The right answer depends a lot on the retiree's risk capacity as well as risk preferences.

Mutual Funds and Exchange-Traded Funds

Wide-Moat Funds Play Defense Well
These funds tend to hold up better than the market in a recession.

What Did U.S. Fund Investors Do With Their Money in Q1?
Investors stuck with stocks and bailed on bonds during the first three months of the year.

Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.

A New Approach to 60/40
And no, it’s not 80/20.

Why T. Rowe Price New Horizons Remains a Top Growth Fund
The small- and mid-cap growth fund should continue to generate great results, says Morningstar's analyst.

The Worst Robo-Advisors of 2022
These six providers receive Low or Below Average scores from Morningstar.

U.S. Morningstar Awards for Investing Excellence: The Winners
Baird's Mary Ellen Stanek and Primecap take home the honors.

Stocks

What Rising Interest Rates May Mean for Utilities Stocks
Watch out, dividend stock investors—this might get ugly.

Is Palantir Technologies Worth the Wait?
The company's shares are down this year, and that may have created an opportunity for investors willing to be patient.

9 Top Sustainable Stocks That Are Undervalued Now
After a rough start to the year, sustainability leaders including Adobe, Salesforce, and Disney are trading at discounts.

Is Berkshire Hathaway's Stock Undervalued?
Warren Buffett's recent buying spree—including Occidental Petroleum, HP, and Alleghany—has barely dented the conglomerate's cash balance.

Is Now the Time to Buy Netflix Stock?
Netflix shares plunge, with subscriber losses set to continue as competition for the streaming pioneer from Disney and others intensifies.

Are the Dividends of Utilities Stocks Safe?
Inflation poses a risk to the sector.

Rekenthaler Report

The Verdict on Wide-Moat Stocks
They can generate high returns, under the right conditions, but their best feature is safety.

Advisor Insights

The Future of Personalized Investing
Like their sneakers, new investors want customization.

Using Retirement Accounts to Provide for a Disabled Child
While Congress has made it easier for parents to leave their IRA to a supplemental needs trust for a disabled child, this does not mean it's the best way to provide for such needs.

Sustainability Matters

Forced Labor in China: Where Pro-ESG and Anti-ESG Groups Meet
Both pro- and anti-ESG investors seem to agree on the issue of forced labor in China.

Investing in Our Planet
How to mitigate climate risk and invest in climate solutions.

The Long View Podcast

Mary Childs: The Rise and Fall of the Bond King
Author Mary Childs discusses Bill Gross' legacy and the evolution of bond investing through the lens of bond giant Pimco.

Policy

A New Bill Would Require Automatic 401(k) Plan Enrollment
But with many exemptions, the legislation is unlikely to make a substantial difference.

Most Requested Stock Quotes

Netflix
Apple
Meta
Microsoft
Tesla

Most Requested Fund Quotes

Fidelity 500 Index
Vanguard 500 Index Admiral
Dodge & Cox Stock
Vanguard Total Stock Mkt Idx Adm
Vanguard Dividend Growth Inv

Most Requested ETF Quotes

SPDR S&P 500 ETF Trust
Vanguard S&P 500 ETF
Schwab U.S. Dividend Equity ETF
Vanguard Total Stock Market ETF
Invesco QQQ Trust