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Morningstar, Inc.
United States
Приєднався 1 вер 2005
We are a leading provider of independent investment research. Our mission is to empower investor success. www.morningstar.com/company/
Should Your Simple Retirement Portfolio Be More Complicated?
#Morningstar #RetirementPortfolio #RetirementInvesting
Less is generally more, but there are exceptions.
00:00 Introduction
00:35 What Are the Bare Minimum Investments in a Simple Retirement Portfolio?
01:42 Why Retirees Could Want More Holdings in Their Portfolio
03:32 What Should Holders of Actively Managed Mutual Funds Consider?
04:20 Surgical Withdrawals and Managing Your Retirement Portfolio
06:01 Tax Considerations for Retirement Investors
What to watch from Morningstar.
Do You Need More Than 3 Buckets? ua-cam.com/video/zlwGreHb3iM/v-deo.htmlsi=UiRJr83QQHbF5gnM
3 Must-Knows Before Investing in Target-Date Funds With Annuities ua-cam.com/video/c-F5tlIJYo0/v-deo.htmlsi=y02LD3X2slo2_5Eg
Does Your Portfolio Need a Risk Audit? ua-cam.com/video/B-QdUW92Y8E/v-deo.htmlsi=tW50XRwt5BBkOOBT
What Your Asset Mix in Retirement Should Be During Higher Interest Rates ua-cam.com/video/XsdpDAV1AAg/v-deo.htmlsi=4vpdAM4QtOM098Er
Read what our team is writing.
Christine Benz www.morningstar.com/people/christine-benz
Susan Dziubinski www.morningstar.com/people/susan-dziubinski
Follow us on social.
Facebook: MorningstarInc/
X: MorningstarInc
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Tags
Less is generally more, but there are exceptions.
00:00 Introduction
00:35 What Are the Bare Minimum Investments in a Simple Retirement Portfolio?
01:42 Why Retirees Could Want More Holdings in Their Portfolio
03:32 What Should Holders of Actively Managed Mutual Funds Consider?
04:20 Surgical Withdrawals and Managing Your Retirement Portfolio
06:01 Tax Considerations for Retirement Investors
What to watch from Morningstar.
Do You Need More Than 3 Buckets? ua-cam.com/video/zlwGreHb3iM/v-deo.htmlsi=UiRJr83QQHbF5gnM
3 Must-Knows Before Investing in Target-Date Funds With Annuities ua-cam.com/video/c-F5tlIJYo0/v-deo.htmlsi=y02LD3X2slo2_5Eg
Does Your Portfolio Need a Risk Audit? ua-cam.com/video/B-QdUW92Y8E/v-deo.htmlsi=tW50XRwt5BBkOOBT
What Your Asset Mix in Retirement Should Be During Higher Interest Rates ua-cam.com/video/XsdpDAV1AAg/v-deo.htmlsi=4vpdAM4QtOM098Er
Read what our team is writing.
Christine Benz www.morningstar.com/people/christine-benz
Susan Dziubinski www.morningstar.com/people/susan-dziubinski
Follow us on social.
Facebook: MorningstarInc/
X: MorningstarInc
Instagram: morningstar...
LinkedIn: www.linkedin.com/company/5161/
Tags
Переглядів: 2 979
Відео
What a Strong Economy Now Means for the Rest of 2024
Переглядів 1,8 тис.День тому
What's next for the bond market, Nvidia, and tech stock dividends. Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024. 00:50 How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast? 01:36 ...
3 ETFs With Room to Run
Переглядів 3,7 тис.День тому
#Morningstar #BestETFs #ETFInvesting These higher-rated strategies have attractive upside. 00:00 Introduction 00:26 Vanguard Total International Stock ETF VXUS 01:41 iShares Core S&P Small-Cap ETF IJR 02:53 Invesco Total Return Bond ETF GTO Even the best investments can go through slumps. Whether it’s because the market they target is out of favor, a couple of bad calls set them back, or some ...
The Long View: Scott Rick - Are You a Tightwad or a Spendthrift?
Переглядів 1,6 тис.День тому
A researcher discusses what shapes our money personalities and how financial disposition affects relationships.
2 Undervalued Dividend Stocks the Best Managers Are Buying
Переглядів 9 тис.День тому
#Morningstar #DividendStocks #StockInvesting Some top concentrated fund managers bought these cheap dividend stocks trading at big discounts. 00:00 Introduction 00:14 Realty Income O 01:08 Kenvue KVUE Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Dividend stock investors, listen up: Today, we’re talking about two dividend-paying stocks some of the best money managers have been buyin...
4 Wide-Moat Stocks to Buy for the Long-Term While They’re Undervalued Today
Переглядів 20 тис.День тому
Plus we answer questions from The Morning Filter’s viewers. Read more from Dave here: www.morningstar.com/stocks/where-we-see-opportunities-june-stocks-recover-losses Email Dave and Susan at themorningfilter@morningstar.com. They read all emails they receive but don't always have time to send personal responses. Every Monday morning, Susan Dziubinski sits down with Morningstar Chief U.S. market...
Do You Need More Than 3 Buckets?
Переглядів 4,6 тис.День тому
#Morningstar #BucketInvesting #RetirementPlanning Determining how many retirement buckets are enough. 00:00 Introduction 00:33 What Are the Three Buckets of Retirement? 01:50 Do Retirees Need a Fourth Bucket in Their Retirement Bucket Strategy? 03:15 Is a Discretionary Bucket Right for Your Retirement Portfolio? 04:53 Tax Considerations for Retirement Buckets What to watch from Morningstar. 3 ...
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Переглядів 2 тис.День тому
Also, why the Federal Reserve’s interest-rate forecast seems too cautious. Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024. 00:33 Should You Invest in Spot E...
3 Great ETFs to Play a Rebound in Small-Value Stocks
Переглядів 3 тис.День тому
#Morningstar #SmallCapValueETF #ETFInvesting Small-value stocks present an opportunity in an increasingly large-growth world. 00:00 Introduction 00:30 Vanguard S&P Small-Cap 600 Value ETF VIOV 01:21 Dimensional US Small Cap Value ETF DFSV 02:18 Avantis US Small Cap Value ETF AVUV Bryan Armour: A mix of earnings growth and widening valuations pulled US stocks out of a rut in 2023. But success w...
Consolidation and Fee Compression Have Been Bigger Headwinds for Advisors Than Market Volatility
Переглядів 8932 дні тому
A Cerulli industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
2 Popular Stocks Top Managers Are Selling
Переглядів 4,8 тис.2 дні тому
The smart money is scaling back in these names. Should you? 00:00 Introduction 00:32 Microsoft MSFT 01:32 Meta Platforms META I’m Susan Dziubinski with Morningstar. We often take a look at the portfolio holdings of top-rated fund managers to find new stock ideas. But today, we’re doing something a little different: We’re talking about two stocks that some of the best fund managers have been sel...
3 Dividend Stocks for June 2024
Переглядів 4,8 тис.14 днів тому
#Morningstar #HasbroStock #DividendStocks The dividend prospects of a REIT, a utility, and a toymaker. 00:00 Introduction 00:11 Crown Castle CCI 01:13 Edison International EIX 02:13 Hasbro HAS David Harrell: Hi. I’m David Harrell, editor of the Morningstar DividendInvestor newsletter. In this monthly series, we take a look at the dividend prospects of three stocks that are popular with income ...
3 Must-Knows Before Investing in Target-Date Funds With Annuities
Переглядів 72514 днів тому
#Morningstar #TargetDateFunds #RetirementPlanning Target-date funds with annuities have hit the market. Here’s how to determine whether they should be a tool in your retirement-income toolbox. 00:00 Introduction 00:28 How Do Target-Date Funds With Annuities Work? 01:07 How Can People Invest in Target-Date Funds With Annuities? 01:26 What Are the Disadvantages of Target-Date Funds With Annuitie...
Why More Diversification Doesn’t Mean Better Returns
Переглядів 2,7 тис.14 днів тому
Why More Diversification Doesn’t Mean Better Returns
3 Solid ETFs Off to a Slow Start in 2024
Переглядів 2 тис.14 днів тому
3 Solid ETFs Off to a Slow Start in 2024
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
Переглядів 1,1 тис.14 днів тому
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
3 Cheap Dividend Stocks to Buy Yielding 4% or More
Переглядів 8 тис.14 днів тому
3 Cheap Dividend Stocks to Buy Yielding 4% or More
Does Your Portfolio Need a Risk Audit?
Переглядів 1,8 тис.21 день тому
Does Your Portfolio Need a Risk Audit?
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Переглядів 1,3 тис.21 день тому
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
The Long View: Jamila Souffrant - ‘What Type of Life Do You Actually Want to Live?’
Переглядів 1,4 тис.21 день тому
The Long View: Jamila Souffrant - ‘What Type of Life Do You Actually Want to Live?’
What Your Asset Mix in Retirement Should Be During Higher Interest Rates
Переглядів 19 тис.28 днів тому
What Your Asset Mix in Retirement Should Be During Higher Interest Rates
Maximize Credit Card Points for Better Trips and Rewards
Переглядів 1,3 тис.Місяць тому
Maximize Credit Card Points for Better Trips and Rewards
3 Core Bond Funds for the Long Haul
Переглядів 1,7 тис.Місяць тому
3 Core Bond Funds for the Long Haul
The Long View: Dan Ivascyn - The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Переглядів 2,5 тис.Місяць тому
The Long View: Dan Ivascyn - The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
3 Cheap and Dependable Dividend-Growth Stocks to Buy
Переглядів 7 тис.Місяць тому
3 Cheap and Dependable Dividend-Growth Stocks to Buy
Generating Retirement Income Just Got Easier-or Did It?
Переглядів 3,9 тис.Місяць тому
Generating Retirement Income Just Got Easier-or Did It?
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Переглядів 2,1 тис.Місяць тому
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Watching the crypto market's ups and downs shows how quickly things can change. In crypto, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 1.2Biitcoin to a decent 11.4Biitcoin... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape…..
She's often interacts on Telegrams, using the user-name.
@Lindawilburn
I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
Not an investor or knows what happened a year later, look at Nvidia and Meta he’s missed the boat
Good upload 👍 and info. I'm bullish on REITs based on the possibility of monetary policy easing. $O $CCI and $OHI $BXP $PLD $VICI $EQUIX are on my buy radar.
I love watching you two! Thanks!
Kraft Heinz-$”57”/shr value. How appropriate!😂😂
Nice catch...
The 5 picks before interest rates are coming down : 2 REITs (CCI, O), 2 Utilities (WEC, ETR), 1 Financial (USB).
F*CK you to talking to buy , stopped everything to talking buy , stopped you stupid talking to buy from my personal private owner business account money , everyone is stealers ..
Zero rate cuts happening. 😮 Truth!😊
My Monday morning must watch UA-cam show. Great straight forward rational advice for long term investors
Thanks, very valuable.
Long O and USB
I can almost see the text he is reading from in his eyes. Still valuable thou
That's OK. It's the CONTENT that counts (which is as always, very valuable).
@@csc1 Agree fully
I like O
Another excellent summary of Value stocks that are worth considering, I always look forward to your Monday morning picks for the week.
Do you still have fair value of $275 for ALB?
Thanks for the update
Can you help by writing the names or code of the stocks
CCI (4-star Fair value 130) O (5-star Fair value 76) WEC (4-star Fair value 96) ETR (4-star Fair value 126) USB (4-star Fair value 53)
I'll buy a E.V when their "low cost" matches the low cost of gas-powered vehicles and people are cutting wires at charging stations 😂
Glad I've taken vanguards advice and had all retirement investments in their target date fund for the past 15 years. That constant drag on performance from the international allocation is super sweet.
Another outstanding segment. Thank you!
Good to hear! I own both
My favorite morning show. Buying stock is easy but my major challenge is not knowing the best entry and exit strategie;s and the right stocks to buy ... I would greatly appreciate any suggestions.
really like your videos, great insights. One critique point would be to include more visual overviews with general info like current stock price, your star rating, moat rating, graphs, YTD stock moves or similar. Would make it so much better
Thank you. 🥀🪻🌷🌻⚘️🪺
This is gold for retirement planning. Thank you. 🙏
I really appreciate Morningstar's videos. It's good to hear reliable opinions from experts, especially since our feeds are screaming titles from amateur traders trying to get views by riding whatever current fad is (now it's Nvidia)
Great show
Ahhh, my favorite Monday show is on:)
Susan & Christine, Thank you for your work. I appreciate your focus on holding periods for portions of portfolio. Not enough attention is given to risk vs holding period. Bond risk is less than Stocks in the short term. But Stock risk is LESS than Bonds in the long term. Thank you.
This was excellent! Thank you.
We've had a 4th bucket since I retired 13 years ago. It holds all of the dividend stocks which supplement our income. I view these stocks as if we had purchased a SPIA and so they are held outside of our normal asset allocation. Otherwise we have the 3 traditional buckets of Cash, Bonds and ETFs. We also view those stocks as inheritance for our heirs which we would not have with the purchase of a SPIA. We continue to add to this bucket generally with excess proceeds from RMDs to help keep pace with inflation.
I had to DCA 30X to get out of ATT!!! ----just to help people know what they're getting into. The dividend was good.
I noticed from the last ad that Robinhood has a much lower interest rate on margin than Etrade. What do you think about the stock?
I like Fuego more than CMG. Will Uncommon Goods ever be on the NYSE?
Question: I still like ZIM, but I'm worried that people may be boycotting the company. I can sell & make a profit, but was hoping for more. Should I sell?
BRO is getting some of SBUX business. Fuego & McD coffee is MUCH cheaper.
"Last call" bucket makes sense to be in a Roth IRA, which is often the last funds we would withdraw and is the least complicated to inherit.
I have one bucket. I live off my dividends and I also sell covered calls and puts options to generate income. Don’t ever have to worry about selling shares.
benz always good
Making asset allocation when retired unnecessarily complicated.
Thanks, Susan and Christine. You have great content that is very helpful!
Thanks Sarah!
fast forward to 25:47 for 5 Undervalued Stocks
If you’re in the market for the long term you shouldn’t get out of either of these stocks.
Good video but where is the link to the Gold star fund managers mentioned at the beginning? Thanks Susan
Thank you for your thoughts and the information. Very much appreciated!
Appreciate these videos. Thank you. (I wish I could ask why VIOV and not just VB. Maybe a helpful commenter has insight.)
thank you. I"ve been shopping for small caps & this helps!
Thanks
FMC, CHWY, FTNT, WEC, IFF