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Investing Specialists

Weekly Wrap: The Sustainable Investing Dilemma, Stock Splits, and Model Portfolios

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

Why Broader Portfolio Diversification Has Finally Started Paying Off
Diversifying beyond the basics has helped buffer losses during this year’s bearish market.

4 Charts to Improve Your Tax Management
Here are a few tax-management best practices for advisors and investors to consider.

The Best Equity ETFs
These stock-focused exchange-traded funds all earn Gold Morningstar Analyst Ratings.

Will the Newly Retired Outlive Their Assets?
With the stock and bond markets both selling off this year, here's how the newly retired can make sure their assets last.

The Model Portfolio Landscape in 6 Charts
Illuminating the rising popularity of model portfolios.

The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.

Portfolio Planning and Personal Finance With Christine Benz

Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.

Could Required Minimum Distributions Cause You to Withdraw Too Much?
The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.

Mutual Funds and Exchange-Traded Funds

Which Dividend Investing Strategies Are Outperforming?
High income plus high quality has made for a down-market cushion with these ETFs.

Top 10 Holdings of Our Ultimate Stock-Pickers' Index

Why Dodge & Cox International Stock Is a Good Investment
The fund is outperforming its peer group this year. But that's not why Morningstar likes it.

Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.

Stocks

What Does Shopify’s Stock Split Mean for Investors?
The e-commerce company’s shares will have a fair value estimate of $45 following the planned 10-1 split.

Despite Shopify’s Stock Split, Investors Should Look Elsewhere
With the company's sales slowing in a post-lockdown world, investors may be better off with Amazon shares.

What Slow but Steady Wireless Growth Means for Top Telecom Stocks
Here’s what Morningstar’s analyst thinks of AT&T, Verizon, and T-Mobile today.

3 Solid Stock Picks for an Unsteady Market
These stocks are reliable in tumultuous times.

4 Myths About Investing in Cryptocurrency
The truth about crypto's diversification value, fraud, the role blockchain technology is playing in performance, and how much it costs to trade.

Rekenthaler Report

When Bonds Do Not Hedge Stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?

Cash as an Inflation Hedge: Revisited
The advantages of playing it safe.

The Long View Podcast

How Cash Bucketing Keeps Your Retirement Spending on Track
Leaders in retirement research share how you can set a withdrawal rate that won’t leave you with leftovers.

David Lau: Taking High Commissions Out of Annuities
The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.

Sustainability Matters

Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The giant asset manager has dialed back exposure to these ETFs in its model portfolios.

How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
New Morningstar research highlights Big Pharma’s exposure to ESG risk. Two winners: BioMarin and Sanofi.

Policy 

What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.

Most Requested Stock Quotes

Apple
Amazon.com
Meta Platforms Inc Class A
The Walt Disney Co
Microsoft

Most Requested Fund Quotes

Dodge & Cox Stock
Fidelity 500 Index
Dodge & Cox International Stock I
Vanguard 500 Index Admiral
Vanguard Dividend Growth Inv

Most Requested ETF Quotes

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