How to Build a Portfolio: What to Own, What to Skip, and Why
The difference between a well-built portfolio and a risky one often comes down to a few key choices.
The Morning Filter
Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
4 ‘Hold Forever’ Stocks That Have Stood the Test of Time
What makes a stock endure for the long term, and why a ‘buy and manage’ mindset can be a better strategy for stock investors.
The Market Has Become Too Complacent. Here’s What to Do About It
Plus, what’s driving the market rally and whether the market looks undervalued today.
5 Long-Term Stocks to Buy Now and Hold for Decades
Plus, the key earnings reports to monitor this week.
Q2 Market Outlook: Why a Stock Barbell Strategy Is Ideal for Today’s Market
We expect volatility to persist in 2026 and recommend balancing undervalued growth stocks with high-quality value stocks.
5 Stocks to Buy Before Growth Stocks Come Back
Plus, a preview of earnings season.
5 Stocks to Sell Before Inflation Spikes
Plus, whether small-cap stocks are still attractive today.
5 Stocks to Buy Before Q2 Heats Up
Plus, our stock market outlook for the quarter ahead.
4 Stocks to Buy With Winning Brands
Plus, why to keep an eye on the bond market today.
3 Cybersecurity Stocks to Invest In as AI Reshapes Industries
And why this industry in particular stands to benefit from AI disruption.
5 Stocks to Buy That Are Sheltered From AI Disruption
Plus, what to watch in the US stock market this week.
3 Stocks to Sell and 3 Stocks to Buy Instead
Plus, how to position your stock portfolio today.
Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
And whether Berkshire stock is still a buy without Buffett in charge.
5 Stocks to Buy Before They’re Not Undervalued Anymore
Plus, whether Nvidia is a buy after earnings.
5 Oversold Stocks to Buy Before They Rebound
Plus, whether the stock market’s AI fears are overblown.
4 Stocks to Buy Before Their Big Discounts Disappear
Plus, our updated stock market outlook.
3 International Stocks to Buy for 2026
Plus, which countries and sectors look most attractive to invest in today.
3 Cheap Stocks to Buy Now as Small Caps Heat Up
Plus, whether to invest in Microsoft, Meta Platforms, or Tesla after earnings.
3 Durable Stocks to Buy Now for the Long Term
Plus, our take on Microsoft, Meta Platforms, and Apple before earnings.
5 Stocks to Buy in January 2026
Plus, our stock market outlook for the year ahead.
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