EDU Articles
Popular articles
What are the Best Internet Sources for Financial Information?
The internet is overflowing with the advice, analysis, and chest-pounding of millions of self-purported gurus and market commentary services. There are plenty of well-informed and trustworthy sources out there, too. There are literally millions of websites providing you with various kinds of financial information, advice, recommendations, opinions, rumors, get-rich-quick schemes, and “facts.” There is a short list of companies that are well-established with a reputation worthy of trust: Morningstar, Moody’s, Fidelity, Schwab, Goldman Sachs, etc. Continue reading...
What are Core Mutual Funds?
Core mutual funds represent the middle ground between Value and Growth, but are not the same as Blend funds. Core Mutual Funds are in between Growth and Value funds. In other words, companies in their portfolio have Price to Earnings ratios which are higher than those of Value companies but lower than those of Growth companies. This category is essentially based on the 9-box Morningstar categorization system, which separates equity funds into Small, Mid and Large Cap on the vertical axis and Value, Core, and Growth on the horizontal axis. Continue reading...
What are the Best Financial Programs to Use?
There are many apps and online programs that investors can use, often for free, to help keep an eye on their holdings and to track their investment portfolio. In addition to the software accessible through your custodian, you might want to look at the programs available through Morningstar, Microsoft Money, and others. Apps on your phone (CNBC, TheStreet, Barron’s, MarketWatch, etc.) can keep you updated on market news related to your stocks, mutual funds, and ETFs. You can also subscribe to market commentaries delivered via email. Continue reading...
Where can I find information about hedge funds and their performance?
Not all hedge funds are obligated to disclose their holdings, trades, or performance. About half of them are, however, and their performance can be found online through Morningstar and other sources. This information may not be as detailed as you would like, and you may try other means. Since the Dodd-Frank Act in 2010, more information about hedge funds is available to the public. This does not mean that all the information you seek will be readily available, however, and there are many hedge funds that do not make their information public. Continue reading...
FAQ: What services do you use in your data feeds?
What are the top 5 Transamerica Funds?
Secure Your Retirement with Transamerica Funds 🚀 Facing low-interest rates? Discover the top 5 Transamerica funds for a prosperous retirement. From tax-free munis to high-yield bonds, we've got your diversified nest egg covered. Explore now! 💰 #RetirementPlanning #Investing Continue reading...
What kind of hedge funds exist?
Hedge funds can employ many strategies and focus on virtually any kind of investing style or market. They also have the flexibility to change their strategy as they see fit. Morningstar and other services will group hedge funds into categories and provide benchmarks based on their average performances. As of 2016, there are over 12,000 hedge funds, and over half of those are required to report to the SEC. Continue reading...
Create and Share Your Portfolio with Your Social Circle
Explore the dual nature of investing through tickeron.com, where the thrill of growing savings meets the joy of shared experiences. Dive into a platform that transforms investing from a solitary task into a communal journey, encouraging the exchange of strategies and successes. Join a community where financial planning and social sharing converge, making investing a rewarding part of life's adventures. Continue reading...
Is Trading Mutual Funds Suitable for Beginners?
Entering the world of investing can be overwhelming for beginners, particularly when considering mutual funds. These investment vehicles encompass a wide array of options, each with distinctive strategies, fees, and complexities. This article aims to demystify mutual funds for beginners, exploring their types, trading mechanisms, fees, suitability for various investment goals, and different investment strategies. Continue reading...
How Do I Find the Best Mutual Fund?
It requires a great deal of due diligence, but investors should understand that past performance is not indicative of future performance. Focus on experience. In the stock market, as with most things in life, hindsight is 20/20. There are countless lists on the internet with titles like “The Best Mutual Fund Families” and “50 Winning Mutual Funds.” It is important to understand that the names on those lists are a function of hindsight and not foresight. Continue reading...
Where Can I Get Help With My IRA Investments?
There are several sources of information and help that you can tap into for your IRA. Your IRA is a vital component of your future retirement assets. The decision on how to invest is entirely yours: you might want to manage the assets on your own, or look for professional help. The choice of Financial Advisor who would help manage your IRA is similar to the choice of any other professional. For more, see “How Can I Get Help With My IRA Investments?” Continue reading...
What are the historical returns and rewards that investors have experienced with QQQ ETFs?
Unlock the world of QQQ ETFs! 📈 Dive into historical returns, top holdings (think Apple, Amazon, Alphabet), and dividend growth. Discover pros like bull market rewards, long-term tech growth, and low expenses, but watch out for bear market risk, volatility, and sector concentration. Invest wisely! #QQQETFs #InvestingInsights Continue reading...
How do various investing styles impact the process of building a portfolio?
📊 Explore the Impact of Investing Styles on Portfolio Building 📈 Uncover how your investing style shapes your portfolio. Discover value & growth investing, the style box approach, equity & fixed income strategies, and trading preferences. Learn to optimize your portfolio for financial success. #InvestingStyles #PortfolioBuilding Continue reading...