Morningstar, Inc. - March 3, 2026
3 Great Portfolio Diversifiers and 3 to Avoid
Plus: Morningstar’s Guide to Portfolio Diversification, How to...
 Morning Digest
ADVERTISEMENT  Spotlight: Portfolio Diversification  Build a resilient portfolio by diversifying with a variety of investments. Tori Brovet  These funds can offer compelling tax advantages for some investors. Amy Arnott  Editor's Picks Investors sold cyclical stocks and piled into oil producers and defense firms. Karen Gilchrist, Sarah Hansen Some central bank officials have advocated for a more “two-sided” approach to policy, but that doesn’t mean hikes are in the cards. Sarah Hansen When headlines get alarming, should you change your portfolio? Amy Arnott Why private markets can fall into investors’ ‘too-hard pile,’ key questions to ask about evergreen funds, and whether the return is worth the risk. Jess Bebel Investing Insights Plus, whether Nvidia is a buy after earnings. David Sekera, Susan Dziubinski Alibaba and LPL Financial are now seen as signifcantly undervalued. Bella Albrecht Bank of America and Deutsche Telekom are among the stocks that fell into undervalued territory. Bella Albrecht Netflix and Coca-Cola are among the stocks now rated as expensive. Bella Albrecht Corning and Keysight rank among the best stocks in February 2026, while the worst include AST SpaceMobile and Atlassian. Bella Albrecht Abel laid out his thoughts on Berkshire’s past and future. Greggory Warren New Stock Analyst Reports Elevance Health (ELV) revealed on March 2 that regulators may suspend new enrollment in its Medicare Advantage plans in the near term. However, its biggest exposure to at-risk plans is in Medicaid, where it currently expects an operating loss of 1.75% in 2026 versus a typical operating margin in the low single digits. Margins in at-risk policies represent both a near-term concern and a long-term opportunity. In the long run, we suspect Elevance will not be willing to operate at such low margins, and as margins and profits rise from the current trough, market sentiment should rise at Elevance, too. New Fund Analyst Reports Principal US Small-Cap ETF (PSC) takes a unique approach in the small-cap market that effectively captures market upside while limiting downside risk. The Tools You Need to Invest Like an Analyst Stay connected:
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