LATEST FEATURE ARTICLE:
Benchmarking Your Investment Returns With a Computer
November 19, 2016
Benchmarks help inform investors as to the financial value they are receiving for the fees they pay. Are you earning less than the market? In other words, are you paying 1.0% or more in fees and getting less than market returns, while your neighbor is getting market returns and paying 0.1%, or 1/10th of what you pay in fees?
If you are an investor and do not use a benchmark to measure your portfolio, you are basically flying blind. Benchmarking returns give investors an idea of what returns they are getting in relation to the market. If you are personally managing your own money and are performing worse than the market while incurring more costs along the way, wouldn’t it make more sense to invest in an index mutual fund or exchange-traded fund (ETF) to capture market returns at less cost and not have to worry about trying to actively manage your money?
Even if you have a personal adviser who manages your money, it’s important to benchmark the adviser’s performance.
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Trends in the computing industry and issues to consider before purchasing a new
computer or upgrading your current system.
Analyzing, selecting and trading exchange-traded funds
Using investor sentiment to indentify tops and bottoms in the market.
Market Breadth & Timing
Market breadth and momentum indicators to gauge the market's overall direction.
Mutual Fund Screening & Analysis
Screening for and analyzing mutual funds.
Online Discount Brokers
In-depth reviews of online discount brokers and their tools, features and flaws.
Constructing a portfolio of investments and the issues involved, including risk
In-depth reviews of some of the most popular investment-related software.
Stock Screening & Analysis
How to filter for prospective stocks, plus techniques and resources for analyzing
Determining the "true worth" of a company.
Technical Analysis & Charting
Using technical indicators and charts to help time your buy and sell decisions.
Using computerized tools and resources to prepare and file your personal income
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The Top Portfolio Management Software
The four best programs for managing your portfolio allow you to view breakdowns of assets, track your transactions and calculate performance.
June 18, 2016
Implementing the Weiss Blue-Chip Screen
Deriving screen criteria from Geraldine Weiss’ approach of investing in blue-chip stocks to build a stock screen that gives a prospective list of stocks.
May 21, 2016
Build and Manage Your Retirement Plan With MyPlanIQ
John Zhong of MyPlanIQ describes how his website uses model portfolios to help investors build and maintain diversified portfolios for their retirement plan based on their risk tolerance and allocation desires.