Personal Finance

Towards a Healthier Financial Future

Topic: "Stocks"

← Curating the web to find the most interesting and helpful information about your money.

Word of the week

Rebalancing

Rebalancing entails adjusting your investment holding to desired percentages for your stocks and bonds. Let's take an example where your target allocation is 20% bonds, 20% cash, and 60% stocks. You may now have a 70 percent stock, 10 percent bond, and 20 percent cash allocation if the stock market has done really well over the last year. You can sell some stocks and reinvest the proceeds in bonds to rebalance your portfolio, or you can add more bonds to the portfolio to restore its original balance.

How To Rebalance Your Investment Portfolio →

Saving

You don't need to be an expert to grow a nest egg. We'll cover how to build your portfolio, when to sell (or not sell) stocks and how to avoid fees.

Saving NPR Life Kit Podcast: Investing for beginners →

Investing

10 Best Dividend Stocks Of February 2024 by Cory Mitchell

Dividend investing provides investors with steady cash flow over the long term. When you reinvest dividend income, the magic of compounding can turbocharge your returns. Over the last century, dividend payments accounted for about 40% of the total return of the S&P 500.

These companies have boosted annual dividend payouts for at least 10 years with attractive yields →

Did you know?

The Philadelphia Stock Exchange (PHLX), established in 1790, is older than the New York Stock Exchange (NYSE), and even as late as 1815, London banks looked to Philadelphia rather than New York to buy American securities.

How New York Became the Center of American Finance →

Investing

10 Top Tech Stocks Of February 2024 by Dock David Treece

The best tech stocks come from companies that are building the future. Whether they manufacture sleek mobile devices or develop the digital services you can’t live without, fast-growing technology stocks can set portfolios into hyperdrive.

The 10 largest tech sector companies profiled →

Investing

Here Are Barron’s 12 Best Income Investments for the New Year

What looked to be another bond-market tragedy morphed into a feel-good story following a volatile round trip in 2023 that ended with a historic Treasury rally. Yet, opportunities still abound for income-seeking investors.

Andrew Bary: Stocks with dividends lead our annual listing. Energy pipelines and utilities also look like good bets. →

Infographic of the week

Tech Giants’ Stock Performance: A Three-Year Review (2020-2023)

In the last three years tech giants like Apple, Google, and Microsoft navigate through market volatility due to the global pandemic. In 2020, the pandemic led to a market selloff, but companies like Zoom and Shopify experienced growth due to increased demand during lockdowns.

Tech Giants’ Stock Performance: A Three-Year Review (2020-2023) Maureen Okonkwo's Viz at Tableau Public →

Investing

You may want to change your investing strategy in 2024

Calling the remarkable past few weeks on Wall Street a Santa Claus rally or an end-of-year winning streak would be an understatement.

Nicole Goodkind from CNN on your investment strategy for 2024 →

Investing

2023 Stock Market Year In Review

In 2022, the S&P 500 bounced back from its worst year in over a decade, and it is on track to finish 2023 up as well, with a gain of about 21% through November 30. The ride for investors hasn’t always been a smooth one, though. Most of the market’s gains came early in 2023.

Forbes ADVISOR on the Stock Market as we close out 2023 →

Investing

Virtual Portfolio and Watchlist

With our free Virtual Portfolio, you can take your first steps into the investing without risking losing any money. Select, monitor and evaluate performance of thousands of ETFs, stocks or funds.

Simulate the trading of thousands of stocks, ETFs, commodities and currencies →

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.

Visualizing 30 Years of Investor Sentiment Investor sentiment and U.S. stock prices over modern history →

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

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.

Timing the Market: Why It’s So Hard, in One Chart The Pitfalls of Timing the Market →

Investing

How to start investing in stocks, index funds, crypto, NFTs – and more

Investing doesn’t have to be complicated. Here’s what you need to know before investing your hard-earned cash.

How does investing work →

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 →

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.

See the Markets in a Minute 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 →

Investing

What is the stock market and how does it work?

Investing in the stock market is a good way to build wealth over time, but it can feel a little intimidating to get started.

The Stock Market, explained →

Serious stuff

Warren Buffett’s ‘secret sauce’ for investing success: Be ‘business pickers’ not ‘stock pickers’

Learn what value investing means and how it can help grow your Net Worth →

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.

Just 20 Stocks Have Driven S&P 500 Returns So Far in 2023 Tech and AI stocks have soared as ChatGPT became a household name in 2023 →

Investing

Investment Tracking

Neontra aggregates and tracks all your investments in one place.

Measure your performance over time →

Investing

Investing in individual stocks, mutual funds and exchange-traded funds can be difficult to learn.

One of the best ways to learn how to invest is to use market simulators or virtual portfolios to learn how to buy and sell stocks before you invest real money.

You can create a SIM portfolio here →

← Curating the web to find the most interesting and helpful information about your money.