Accumulating wealth is like building The Great Wall, one brick at a time
Category: ToolsBy Sun on Feb 15, 2008 in Tools, Investing | 3 Comments
By Sun on Dec 17, 2007 in Tools, Investing | 2 Comments
A while ago, I had a post on using XTF’s ETF Finder to find ETFs that belong to the same sector. I like that tool because it allows me to see all the competitors of a particular fund and gives me all the information I need on one page.
Recently (less than two months actually), […]
By Sun on Sep 26, 2007 in Tools, Investing | 5 Comments
I am a do-it-myself person when it comes to investing. I do my own research and make my own investment decisions. I don’t use a broker or financial adviser.
However, if you want to get some professional help for investing/financial planning, it’s always good to know as much background information about the broker/adviser as possible before […]
By Sun on Sep 13, 2007 in Tools, Investing | 10 Comments
When evaluating a mutual fund, one of the major factors I will consider is the cost of owing the fund, which includes sales charges (load, redemption fee, etc) and management fees (12b-1, administrative and management fees). Since I use Morningstar quite heavily in mutual fund research, it is my main source for a fund’s fee […]
By Sun on Aug 21, 2007 in Tools, Investing | 2 Comments
I have been using Quicken to track my investments for many years and feel it’s a very convenient tool. However, the biggest problem I have with Quicken is that it treats reinvested dividends and capital gains as costs instead of gains. While this is true when it comes the time that I sell the investment […]
By Sun on Jun 12, 2007 in Tools, Investing | 7 Comments
Morningstar.com is my primary resource for mutual funds and ETFs research for its authority in the fund industry. I have used their ETF tool quite extensively when I was looking for ETFs for my taxable accounts. And for all the posts on ETFs I have written (for example, the Portfolio Build with ETFs series), I […]
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