stock portfolio

In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks. 

Tesla’s Q3 Took a Hit

Netflix’s Strong Subscriber Growth

United Airlines Predicts Airline Industry Changes 

5 Scary Stocks

What Makes These Stocks So Scary?

What If You Own Scary Stocks The Year of Tech  

Supply Chain and XPO Stock

Advertising and Content Tech

Education Sector in China

The Most Overvalued Stock  

How Often Investors Should Check on Stocks in Their Portfolios

What’s Going on in the Banking Sector?

Big and Regional Banks Q3 Earnings

What is Net Interest Income?

Regulatory Risk and Interest Rate Risk

Bank Stock Picks

Read about topics from this episode.  

Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled

Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside

United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout

2 Big Tech Stocks to Buy

Q4 Stock Market Outlook: Equities Undervalued After Retreat

What Rising Bond Yields Mean for Q3 Bank Earnings

What to watch from Morningstar.

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

TikTok: Risky Tax Advice and Supersize Valuations

Payment Pause Ends: Student Loan Expert Shares Repayment Tips

UAW Strike Raises Investor Risks

Read what our team is writing:

Ruth Saldanha

David Sekera

Ivanna Hampton

Eric Compton

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In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds.

Netflix Surpassed Expectations

United Airlines Q2 Results Soared

PNC Projected Slower Growth 

Inflation, Cash, and Bonds

Bond Outlook 2023

Why Should Investors Consider Bonds?

Opportunity Costs of Holding Money in Bond Funds

Income In Investor’s Portfolio

5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings

Read about topics from this episode. 

Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber Growth

United Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor Agreements

PNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\

Is It Time to Break Up With the Bonds in Your Portfolio?

What Role Should Cash Play in Your Portfolio?

What to watch from Morningstar.

Nasdaq 100 Rebalance: What It Means for Your Portfolio

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

Firing Your Financial Advisor? When To Stay, When To Go

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Read what our team is writing:

Ruth Saldanha

Madeline Hume

Christine Benz

Amy C. Arnott

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

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Twitter: https://twitter.com/MorningstarInc

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In this week's episode, Josh and Austin are sharing their insights on constructing a portfolio that is tailored to the current economy. They dive into the latest market trends, share their top investment strategies, and discuss the importance of diversification. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you build the perfect portfolio this year and beyond.

For the full transcript, show notes, and resources, visit theinvesteddads.com/177

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Rewarded factors have been integral for investors that seek to outperform the market. 

Instead of guessing and making stock picks, the use of these factors has beaten indices and stock pickers while keeping costs low and staying more tax efficient than active managers.

Incorporating more small, valuable, and profitable companies into your stock portfolio over long periods of time takes advantage of efficient risk that pays off and can supercharge multigenerational returns.

Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (602) 704-5574 to join our new AWM Insights Network.

Episode Highlights

• 0:00 Intro
• 1:35 Our general thoughts on Equity management
• 2:20 How do we try to outperform active managers and indexes?
• 3:27 Characteristics of companies that outperform in the market.
• 5:08 How being a long-term investor helps you capture these rewarded factors.
• 7:15 These rewarded factors are proven across different time periods, regimes, and markets.
• 8:32 What does 2% of outperformance means in terms of the magnitude of wealth
• 9:31 How early planning can make huge impacts on your multi-generational wealth
• 11:09 How we add rewarded factors to your portfolio
• 12:45 Text us

In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.

Timestamps

00:04 Introduction

00:31 What’s Morningstar’s take on what’s been driving inflation?

02:18 What would it take to push inflation down to the Fed’s 2-percent target? 

03:22 What categories of inflation have the Fed focused on?

04:38 How does wage growth factor into the Fed’s moves next year?

05:38 What has happened this year with bonds?

06:38 What has the plunge in bonds meant for investors’ portfolios?

07:47 How should investors think about bonds in 2023?

08:51 Can you describe what hit tech so hard?

10:20 What will it take for a tech rebound?

11:30 Crypto started 2022 riding high 

12:27 What are the lessons from crypto’s implosion?

14:16 What should investors watch for in 2023? 

Read about topics from this episode.  

A New Crisis: What’s Happened in Crypto Now?

4 Lessons From Crypto’s Implosion

5 Charts on Big Tech Stocks’ Collapse

The Worst Bond Market Ever

Where to Invest in Bonds in 2023 

The Fed and Markets Have Different Outlooks. Which One Will be Right?

Fed Raises Rates Again, With a Focus on Talking Tough

What to watch from Morningstar.

RMD Sticker Shock? How to Ease Your Tax Burden

Top Retail Stocks on Sale This Holiday Season

Should You Buy Dividend Stocks in a Recession?

Retiring Soon? Make Sure to Check Your Asset Allocation

Cheap Stocks For You to Consider

Read what our team is writing:

Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella

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Ivanna Hampton on Twitter: @IvannaHampton

Tom Lauricella on Twitter: @LauricellaTom

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Welcome to Wednesday Works!

Here is your succinct list for the best stocks to invest in for 2021!  Also included in this episode are sites you can visit to learn more about stocks and start your stock portfolio.


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Guest appearances will vary on the show. If you would like to be considered for a guest appearance.  

Listen to the fifth episode of Equifax's new podcast: Equifax CreditTalks. Hosted by Ilyce Glink, CreditTalks helps you better understand our evolving financial world.

Topics discussed in this episode: 

00:00 Introduction to podcast guests and topics for discussion

01:41 Lifestyle choices that have changed due to COVID-19

02:51 Equifax process for disputing an item on your credit report

05:56 How often you should check your credit reports

06:26 Investments during COVID-19 

09:17 How age impacts the investments you should be making

12:04 Saving for retirement

18:14 Advice for building an ideal stock portfolio

21:28 Who should get a financial advisor

24:04 Podcast closing remarks