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Stock Watch List or Stock Portfolio?

Morningstar Stocks Forum 2011

2011 Stocks Forum and Investor Workshops
October 13-14, Morningstar Global Headquarters, Chicago


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July 09, 2011 - Stock Watch List or Stock Portfolio? - by Morningstar Investment Research

I've noticed that Morningstar Portfolio Manager offers me two options--"Create a Portfolio" or "Create a Watch List." What are the differences and how do I know which one to pick?

Morningstar assistant site editor Esther Pak noted that Morningstar Portfolio Manager tool allows investors to input and track holdings in two different ways--by creating a watch list or a transaction portfolio. She recently highlighted the unique features of both the watch list and the transaction portfolio as well as other tools that investors can use with the portfolio management tools on Morningstar.com. Click here to read more.

A Supplemental Portfolio Checklist for Retirees

Morningstar site editor Jason Stipp recently sat down with Morningstar director of personal finance Christine Benz to discuss additional steps retirees and pre-retirees should take when managing their portfolios. Below is an excerpt of the discussion.

Stipp: So inflation protection is obviously critical, but how do you execute that? What sorts of investments should you be looking at and how much of those investments?

Benz: Well, good question. We had a healthy debate at the Morningstar Investment Conference about the role of Treasury Inflation-Protected Securities in portfolios. All of the panelists agreed that TIPS are a great idea, but I think there was some concern about valuations in the TIPS market. But I do think, long-term, that people who have a large share of their portfolios in fixed-income investments, do want to have a component of TIPS in the portfolio; that's the most direct way to hedge against inflation. If you want a long-term way to outgun inflation, I think every retirement portfolio does need to include stocks because their growth potential is certainly better than fixed-income investments. They are the only thing that give you a fighting shot at outpacing inflation long term. Click here to watch the entire video (transcript included).

Among the other topics we addressed this week:

Don't Expect Great Stock Returns Anytime Soon. Full valuation levels and economic uncertainty could weigh down equity returns for the remainder of 2011.

PIMCO Total Return ETF Ends Quiet Period. With an expense ratio of 0.55%, this actively managed ETF could compete.

The Future of Financial Planning Regulation. None of the current regulatory regimes truly regulates financial planning.

Sustainable-Bond Funds Require Compromise. There are slim pickings, but palatable options exist for the dedicated.

Finding Flexible Bond Funds That Earn Their Keep. We screen for fixed-income offerings that have made the most of a flexible investment strategy.

Our Picks From the Recent Crop of New ETFs. Plus, general tips on investing in new exchange-traded products.

Stattman: Government Bonds Not Safe. Government bonds aren't the risk-free investments they once were, while stocks have better reward potential right now, says Dennis Stattman of BlackRock.

The First Half in International Funds 2011. Most results won't surprise, but others may raise some eyebrows.

CEF Spotlight: A Tech-Focused CEF With a Call Option Overlay. This is the only covered-call CEF that focuses on the technology sector.

New Morgan Stanley ETN Tracks Oil Futures and U.S. Large Caps. Plus, the week's best- and worst-performing ETFs.

How Have the 10 Largest U.S.-Stock Funds Done So Far? You won't see much fireworks here except for maybe a snake or some caps.

These Firecracker Stocks Could Still Be Climbing. Even after achieving solid returns in the second quarter, these stocks still look cheap.

How Are You Simplifying Your Portfolio? Morningstar readers discuss ways to achieve greater simplicity in portfolio management.

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