Tools
Calculating My Personal Rate of Return
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 [...]
Popularity: 30% [?]
Some ETF Research Tools
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 [...]
Popularity: 22% [?]
Picking Stocks Like a Guru
I never knew there’s a stock screening tools that identify stocks based on theories developed by the so-called investment gurus (somebody like Benjamin Graham) until I came across this article on Kiplinger’s Personal Finance last week.
Following the link in the article, I went on to check one of the tools, Guru Screener, at Nasdaq.com, which [...]
Popularity: 27% [?]
Millionaire Index?
I never knew there’s a millionaire index until I read a piece news from Reuters. The index, The Spectrem Millionaire Investor Index, created by The Spectrem Group, isn’t really a measure millionaires’ wealth, but rather the sentiment of investors who have more than $500,000 or more assets in the household that can be invested.
The [...]
Popularity: 14% [?]
Know Who’s Whispering What before Earning Release
Before a company releases its earning, financial research firms such as Thomson/FirstCall and Reuters survey fund managers and stock analysts to predict what the earning will look like. Stock prices usually move after the earning release, with magnitude depending on the outlook and how far away the true earning is different from consensus estimates. However, [...]
Popularity: 6% [?]
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