Weekly Wrap: The 2022 Elections, COP27, and How to Make Over Your Portfolio
We recap the week and note the most popular stocks, funds, and exchange-traded funds.
Editor’s Picks
Morningstar’s 2022 Portfolio Makeover Week
Christine Benz helps investors check their progress, assess allocations, uncover portfolio gaps and overlap, and upgrade their holdings. Plus: A special Portfolio Makeover Week webcast.
How to Invest Like Warren Buffett
Delve into Warren Buffett’s investment strategy.
4 Steps to Building a Sustainable Portfolio
Here’s how to build a portfolio that fits your sustainability goals and interests, such as climate change.
Hate Budgeting? Try Rethinking It.
How the ‘wants versus needs’ trope fails, and what to do instead.
Social Security Benefits’ 2023 COLA: Is It Enough?
The 8.7% cost-of-living adjustment next year is historic, but more needs to be done to improve retirement security.
Taking the global perspective.
Portfolio Planning and Personal Finance With Christine Benz
Getting a Second Opinion on Retirement Readiness
As their retirement date draws close, a married couple seeks a second opinion on their portfolio, their plan, and their anticipated in-retirement spending.
Late-Start Couple Turbocharges Retirement Savings
As part of our annual Portfolio Makeover series, we help a midcareer couple optimize their retirement portfolio to emphasize ESG.
Save the Date for the 2022 Portfolio Makeover Week Webcast
Watch Christine Benz’s webcast on Nov. 9 at noon Central time.
How a New Retiree Can Confront Market Turbulence
A 72-year-old retired engineer seeks a review of her withdrawal rate and her portfolio positioning.
Positioning a Portfolio in Early Retirement
A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.
Mutual Funds and Exchange-Traded Funds
Mutual Funds Have a TikTok Problem
Valuations of parent company ByteDance don’t match market reality.
12 Top-Performing Bond Funds With High Yields
With bond yields at their best levels in years, a look at what some Morningstar Medalist funds have to offer investors.
Why Dodge & Cox Income Fund Is Tough to Beat
This top-rated bond fund has outperformed most others during the past decade. Here’s how.
What a Strong Dollar Means for U.S. Stock ETFs
Trends for identifying and managing overlooked exchange-rate risk in domestic funds.
Which Fund Companies Are Getting Upgraded?
A look at how the trends over the past 12 months have affected Fidelity, Vanguard, and more.
4 Stock Funds Where Talent Tops Mediocre Processes
These above-average teams make up for weakness in other areas.
Stocks
3 Dividend Stocks for November 2022
These companies with Morningstar Economic Moat Ratings of wide and narrow are popular with income investors.
There will be competition for the narrow-moat entertainment company.
3 Cheap Stocks for Patient Investors
We trimmed our fair value estimates on these stocks, but we think they remain compelling ideas for long-term investors.
How Twitter Stock Investors Got Lucky
3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.
10 Cheap Stocks With Safe Dividends
These stocks in the Morningstar Dividend Yield Focus Index look undervalued today.
5 Undervalued Stocks—Even After Fair Value Estimate Cuts
While near-term pressures weigh on these stocks, analysts think they have major upside.
Are Bonds a Better Bet Than Stocks Right Now?
Morningstar Investment Management’s Marta Norton lays out the changing calculus for investing across the markets.
Utilities Are Finally Cheap Again
We see several buying opportunities but also some warning signs.
Rekenthaler Report
One step backward, two steps forward?
Advisor Insights
Advisors, Help Your Clients Avoid This Nasty Year-End Tax Surprise
Capital gains distributions are coming, but clients can avoid them.
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
Sustainability Matters
Climate Change Sharpens Investor Focus on Water Risks
As COP27 discussions start, expect asset managers to consider climate and water-related risks in tandem.
10 Reasons Why ESG Won’t Be Stopped
Although demonized, ESG and sustainable investing will survive the backlash.
Policy
The SEC’s Proposal Is a Good First Step for ESG Disclosures
Investors could soon have access to more information about how investment managers incorporate sustainability considerations.
Market Update
Markets Brief: Why October CPI Report Forecasts Have Fed Policy Hanging in the Balance
Software stocks slump as investors wrestle with Fed outlook.
The Long View Podcast
Don’t Let Your Expectations Grow Faster Than Your Income
Award winning author of ‘The Psychology of Money,’ Morgan Housel, discusses how ‘money is a window into how people think about risk, reward, greed, and fear.’
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.
Commentary
Apple Stock Versus Microsoft Stock: Which Is the Better Buy Now?
Both companies are facing macroeconomic pressures. But one of these stocks is still attractive today.
Will FTX’s Collapse Prove to Be the Big One?
Crypto has experienced blowups before, but none have rocked confidence in the markets quite like this.
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The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.