Personal Finance
Towards a Healthier Financial Future
Topic: "Portfolio Management"
← Curating the web to find the most interesting and helpful
information about your money.
Investing
Ways to supercharge your CD investments
CDs offer a guaranteed interest rate that’s typically higher than a savings account, and you get the safety of FDIC insurance to ensure your money will be there when you need it. They’re not right for every situation, but they can be an effective way to save for short-term goals or create a predictable stream of income.
How to find the best CDs to invest in →Infographic of the week
Visualizing 30 Years of Investor Sentiment
The link between investor sentiment and the stock market is not linear. In fact, many consider extreme sentiment readings as a contrarian indicator. If sentiment swings sharply in one direction, some investors may consider this a signal to do the reverse.
Investor sentiment and U.S. stock prices over modern history →Investing
How to Invest in ETFs for Beginners
Exchange-traded funds, or ETFs, are an easy way to begin investing. ETFs are fairly simple to understand and can generate impressive returns without much expense or effort.
Here’s what you should know about ETFs and how they work →Infographic of the week
The 20 Most Common Investing Mistakes, in One Chart
No one is immune to errors, including the best investors in the world. Fortunately, investing mistakes can provide valuable lessons over time, providing investors an opportunity to gain insights into investing—and build more resilient portfolios.
20 Investment Mistakes to Avoid →Investing
What Is the Fear and Greed Index?
The Fear and Greed Index is a tool developed by CNN (yes, the news network) to help gauge what factors are driving the stock market at a given time.
Guide to the Fear and Greed Index →Investing
The Golden Rules of Investing
Investing can help you meet your financial goals and the better the investment decisions you make, the more chance you have of succeeding. While nobody can make the best investment decision every single time, following these golden rules could help you to get more from your investments over the long term.
Following these golden rules could really help you to InvestSmart →Serious stuff
Should I still be investing in this uncertain stock market? Uncertainty is a normal – even necessary – part of investing, but it becomes a problem when people spend so much time worrying that they miss out on market returns.
Four tips for nervous investors from Benjamin Felix →Word of the week
Financial Exposure
Investor risk, which is defined as the possible loss an investor may incur by investing, is referred to as financial exposure. Investors use strategies like investment hedging and diversification to try to reduce their financial exposure.
Take your first steps into the investment world without risking losing any money →Investing
ScotiaFunds: 5 timeless tips on managing market ups and downs
1. Keep calm and carry on 2. Stay invested…it’s time, not timing 3. Manage risk, don't avoid it 4. Put diversification to work 5. Take advantage of dollar-cost averaging
Learn more from their easy to read resource →Word of the week
Diversification
A fundamental investing strategy that distributes investment funds among multiple asset classes is diversification.
What Is Diversification? Definition as Investing Strategy →Infographic of the week
Warren Buffett's Portfolio Visualized
Warren Buffet is probably best known for being one of the world’s most successful investors. See what Berkshire Hathaway are holding and learn from the legendary value investor known as the 'Oracle of Omaha'.
How They Make Money: Why the Oracle of Omaha tends to bet on the status quo →Investing
How to Invest Like Warren Buffett
Want to emulate Buffett’s investment strategy? Morningstar has compiled work on the approach he and partner Charlie Munger have pursued at Berkshire Hathaway. (Stock symbols BRK.A and BRK.B)
Delve into Warren Buffett’s investment strategy →Word of the week
Asset Allocation
Asset allocation is where you choose to put your money. The three primary asset classes are stocks, bonds, and cash. Choose those that best match your goals, risk tolerance, and time schedule.
Neontra aggregates and tracks all your assets in one place so you can monitor your allocation easily →Investing
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, when you put money to work in markets it’s best to set it and forget it. Successful long-term investing isn’t as simple as just throwing money at the stock market...
Seven tips to help you get a handle on long-term investing →Investing
Four generations talk about their different investment strategies
Fast Company spoke with people from four different generations (Gen Z, millennial, Gen X, and baby boomer) to understand their investing strategies.
Learn from Gen Z, Gen X, and the millennial and baby boom generation →Investing
Tips for Avoiding the Top 20 Common Investment Mistakes
When learning how to invest, it is important to learn from the best, but it also pays to learn from the worst. These top 20 most common mistakes have been compiled to help investors know what to watch out for. If any of these mistakes sound familiar, it is likely time to meet with a financial adviser.
The CFA Institute on investment mistakes →Infographic of the week
Just 7 Companies Dominate the Nasdaq 100
Launched in 1985, the Nasdaq 100 index tracks the performance of the largest, and most actively-traded, non-financial companies listed on the Nasdaq stock exchange.
Companies in the Nasdaq 100, by Weight →Investing
Making Smart Investments: A Beginner’s Guide
- Why should you invest? - How much should you save vs. invest? - How do investments work? - How do you make (or lose) money?
See Matthew Blume of the Harvard Business Review answers →Infographic of the week
Timing the Market: Why It’s So Hard, in One Chart
Timing the market seems simple enough: buy when prices are low and sell when they’re high.
The Pitfalls of Timing the Market →Did you know?
The first War Savings Certificates and Victory Bonds were issued in Canada during the First and Second World Wars. They went towards paying for the war effort.
Browse through the gallery and view the timeline to learn about the History of Canada Savings Bonds. →Word of the week
Bonds
Governments and businesses both issue bonds as a form of investment. In exchange for a predetermined rate of return, you lend money to these organizations when you purchase a bond. Although historically yielding less than stocks, bonds are thought to be a safer kind of investment.
How to Buy Bonds in Canada →Investing
Motley Fool outlines Warren Buffett's investing philosophy in 9 steps
1. Look for a margin of safety 2. Focus on quality 3. Don't follow the crowd 4. Don't fear market crashes and corrections 5. Approach your investments with a long-term mindset 6. Don't be afraid to sell if the scenario changes 7. Learn the basics of value investing 8. Understand compounding 9. Research and reflect
How to Invest Like Warren Buffett →Investing
Financial advisors agree: These are the 3 best investing tips for beginners
CNBC Select shares three tips for any beginner investor just starting out. 1) Audit your finances before you even start to invest 2) Utilize retirement accounts as much as you can 3) Know you don’t have to be an expert
If you’re just getting into investing, read more →Investing
3 common mistakes investors make — and how to avoid them
In our daily lives, we know it’s hard to break bad habits, like eating too much junk food. The same is true for investing. Just as understanding which foods are better for you, knowledge is power when it comes to your portfolio.
Nobody’s perfect, especially when it comes to investing →Investing
Investing can seem intimidating
Fortune.com outlines how to get started: - Decide your investment goals - Select investment vehicle(s) - Calculate how much money you want to invest - Measure your risk tolerance - Consider what kind of investor you want to be - Build your portfolio - Monitor and rebalance your portfolio over time
A beginner’s guide to investing in the stock market →Infographic of the week
The most profitable U.S. companies, by sector
See the S&P 500 companies with the highest profits in their sector. Data is based on the fiscal year ending on or before January 31, 2023 across companies in the Fortune 500.
America’s most profitable companies, by sector →Infographic of the week
See the Markets in a Minute
S&P 500 companies hold $7.1 trillion in assets, and account for close to 80% of available market capitalization on U.S. stock exchanges. The index serves as a barometer for the U.S. stock market, covering the largest public U.S. companies by market capitalization. Often, it reflects investor sentiment and is considered an indicator for U.S. economic health.
Visualizing Every Company on the S&P 500 Index →Investing
Stock Market Simulator
Our Markets Simulator can help you learn about the stock market and practice trading real stocks at real prices, without risking real money.
Make virtual simulated trades and learn how the stock market works all at no cost →Infographic of the week
The Fastest Rising Asset Classes in 2023
Many corners of the market have shown resilience despite persistent inflation and slowing economic growth in 2023. U.S. equities, international equities, and a variety of bonds have seen positive returns so far this year.
The top-performing asset classes to date with data from BlackRock →Investing
9 easy steps to start investing in Canada:
1. Assess your risk tolerance 2. Choose Your Investing Style 3. Decide How Much You Can Invest 4. Pick the Right Kind of Stock Investments 5. Choose a broker 6. Open the right investment account 7. Diversify Your Stocks 8. Keep a Steady Eye on Your Portfolio 9. Invest Consistently for the Long-Term
How to Start Investing in Canada: 9 Steps to Success →Infographic of the week
Just 20 Stocks Have Driven S&P 500 Returns So Far in 2023
Truman Du shows which stocks are making up the vast majority of S&P 500 returns amid AI market euphoria and broader market headwinds.
Tech and AI stocks have soared as ChatGPT became a household name in 2023 →