Pete's Porridge
Shortlinks > Investing
Grizzly at a scratching tree, Slough Creek, Yellowstone National Park, Wyoming.

A grizzly at a scratching tree in the Slough Creek campground, Yellowstone National Park, Wyoming.

This page has been completely redone, posted January 2007. It mixes sites I use frequently, others occasionally referred to, some added for completeness, and a few I'm just curious about. Buyer beware.

I usually just log in to my.yahoo.com (which you can quickly sign up for). It's configured with things that I own or I'm tracking -- indexes, funds, ETFs, and so on, plus some financial news. You can sign up there, too, or at one of most any of the first few sites listed below. Once you become used to the interface and get it set up the way you want, you'll love it. Traveling? No problem -- you can access it from anywhere.

You won't see a few site home pages listed below that you would expect. Too much of Morningstar's info is "premium" and not free access. And unfortunately The Motley Fool has recently become almost nothing but teasers for its (good, but over-priced) services.



portals & links | education | databases, searches, screeners | charts & indicators | socially responsible investing | bank rates | mutual funds | ETFs | REITs | income trusts | gold | commentary & valuation tutorials



    portals and links
  1. bloomberg.com: financial news and data service, and more
  2. marketwatch.com: the very fine portal from Dow-Jones
  3. finance.yahoo.com: Yahoo's finance portal
  4. siliconinvestor.com: discussion boards
  5. theonlineinvestor.com: The OnLine Investor, "Data, Research Knowledge," and its Related Links
  6. wsj.com: The Wall Street Journal
  7. forbes.com: Forbes, "Business and Financial News"
  8. businessweek.com: Business Week has investing tools, too
  9. money.cnn.com, CNN's portal, also hosting
    money.cnn.com/magazines/moneymag, Money magazine, and
    money.cnn.com/magazines/fortune, Fortune
  10. smartmoney.com: SmartMoney magazine, "Investing, Saving and Personal Finance"
  11. lib.washington.edu/business: UW B-school library, with good resources
  12. nyse.com: New York Stock Exchange
  13. amex.com: American Stock Exchange
  14. nasdaq.com: National Association of Securities Dealers Automated Quote system
  15. easysaver.gov/sitemapfull.htm: sitemap for TreasuryDirect's bills, notes, and bonds

    education
    Although many of the sites on this page will teach you about finance and investing, these three concentrate on it.
  16. investopedia.com: Investopedia, "Your Source For Investing Education"
  17. invest-faq.com: "frequently asked questions about investments and personal finance"
  18. en.wikipedia.org: Wikipedia seems to be very good on financial subjects

    databases, searches, screeners
  19. financewise.com: FinanceWise, "the first search engine to focus specifically on financial-only content"
  20. fisher.osu.edu/fin/osudata.htm: Financial Data Finder, "database of web sites targeted for finance researchers and scholars
  21. prosearch.businessweek.com...: Business Week's html stock screener
  22. winninginvesting.com/new_investing_tools.htm: stock research tools, and more
  23. dailystocks.com: give it a stock and it'll give you dozens of links

    charts and indicators
  24. bigcharts.com: although everybody charts, this is the chart site
  25. conference-board.org/economics/bci; stat-usa.gov; and census.gov/econ/www: 3 sites of economic indicators
  26. whispernumber.com: "investor estimates for quarterly earnings," not "analysts consensus estimates"
  27. economy.com/dismal: The Dismal Scientist
  28. semi.org: semiconductor equipment manufacturers, including their Book-to-bill Ratio

    socially responsible investing
  29. guardian.co.uk/ethicalbusiness...: Guardian, 1/11/07: "Gates Foundation may shift billions into ethical stocks after attack on investments"
  30. goodmoney.com: socially and environmentally responsible investing
  31. naturalinvesting.com/nissocialrating.htm: NIS Social Rating
  32. socialfunds.com: Social Funds
  33. shorebankcorp.com: ShoreBank

    bank rates
  34. bankrate.com
  35. banx.com
  36. money-rates.com

    mutual funds
  37. forbes.com/finance/funds, with links to fund screens, suggestions, performance, more
  38. screen.yahoo.com/funds.html: Yahoo's mutual fund screener
    vanguard.com:
    If your hot mutual fund grew 30% this year then it doesn't matter so much. But say it's a slow year for equities or you've got some money in a bond fund and it's making a 5% return this year. If you're paying 1% in management fees (and that's below the industry average) then you're losing 1/5th or 20% of your return for the privilege of owning the fund. Investor owned, Vanguard has fees that typically range around 0.25%, the lowest in the industry.
  39. personal investors homepage
  40. mutual funds by asset class
    others:
  41. oakmark.com: Oakmark Funds
  42. arielmutualfunds.com: Ariel Funds
  43. saxonfunds.com: Saxon Funds
  44. vicefund.com: Vice Fund
  45. amanafunds.com: Amana Funds
  46. cambiar.com: Cambiar Funds

    exchange traded funds
    One of the advantages of ETF's is their typically low management fees. Since they're theoretically index funds, they're passively managed, and their fees range around 0.5%, much lower than the average mutual fund. (Some of the newer ETF's track indexes made up just to be tracked. They may be the exception.)
  47. finance.yahoo.com/etf/browser...: Yahoo Finance ETF browser (by Morningstar)
  48. mutualfunds.about.com/cs/etfs...: about.com's ETF list and more
  49. Vanguard ETFs by name or by asset class or institutional ETFs, which might give the info differently
    three marketwatch stories:
  50. marketwatch.com/News/Story/Story.aspx?...: 7/9/06--Claymore stealth ETFs target under-the-radar stocks
  51. marketwatch.com/News/Story/Story.aspx?...: 11/12/06--Rydex S&P Equal Weight ETF gives equal weight to stocks (non-capitalization-weighted S&P index)
  52. marketwatch.com/news/yhoo/story.asp?...: 9/30/05--Three microcap ETFs

    real estate investment trusts
  53. wikipedia.org: REIT
  54. reitmonitor.net: REIT Growth and Income Monitor from Atlantis Investment Co.
  55. investopedia.com/articles/04/112204.asp: "Basic valuation of a REIT"
  56. wikipedia.org: Capitalization rate
  57. msci.com/reit/overview.html, Morgan-Stanley REIT index,
    and the djindexes.com/mdsidx/index.cfm?event=showReit, Dow Jones REIT Indexes
  58. screen.yahoo.com/a?..., a Yahoo REIT mutual fund screen, at least 3 stars, no load, fees less than 2%, open with $3k or less, with 29 hits
  59. google.com/search?as_q=reit...: a google search for "reit" will give you more

    income trusts
  60. wikipedia.org: Income trust
  61. canadianedge.com: Roger Conrad's Canadian Edge
  62. trustinvestor.com: Income Trust Investor
  63. kpmg.ca/en/services/tax/tnfc0504.html: KPMG in Canada answers "U.S. Investors in Canadian Income Trusts - Do Your Dividends Qualify for Low U.S. Tax Rate?"
  64. adviceforinvestors.com: wealth-building tools for Canadian investors
  65. investcom.com/incometrust: all about income trusts
  66. irs.gov: Instructions for Form 8802 (9/2006)
  67. dividendyieldhunter.com/Canadian...: Canadian Income Trusts
  68. dividendyieldhunter.com/US...: U.S. Oil and Gas Royalty Trusts
  69. biz.yahoo.com: Yahoo Finance, Nov 1, 2006: Sector Wrap: "Canadian Trusts Tank on Tax"

    gold
  70. kitco.com: Kitco is one of the better gold and precious metals portals
  71. thebulliondesk.com: The Bullion Desk is also pretty good
  72. paulvaneeden.com: Paul van Eeden seems the most well-reasoned of the gold bugs
  73. a Yahoo gold mutual funds screen, no-load, fees 2% max, min investment of $5K or less, yielding 15 hits
  74. vaneck.com/etf/index.cfm?cat=3010 : Van Eck's ETF GDX tracks the Amex Gold Miners Index GDM

    commentary and valuation tutorials
    commentary:
  75. bloomberg.com/news/commentary/dorfman.html: Dan Dorfman's columns on bloomberg.com
  76. footnoted.org: "found in the footnotes," "Named a Top 10 business blog by Business Week, CNN and the FT"
  77. marketwatch.com/Search/?...: Mark Hulbert's columns on marketwatch
  78. marketwatch.com/News/Story/Story.aspx?...: MarketWatch, 11/10/06-- Invest like Bill Gates and Warren Buffett
    valuation tutorials:
  79. investopedia.com/terms/d/dcf.asp: a definition of Discounted Cash Flow, with links to other valuation terms
  80. numeraire.com/value.htm: Meaning of Value, "a multifaceted approach to value investing"
  81. investopedia.com/university/EVA/EVA1.asp: Understanding Economic Value Added
  82. ifa.com/12steps...: Implications of the Fama/French Three-Factor Model, from Index Fund Advisors
  83. pages.stern.nyu.edu/~adamodar: Damodaran on valuations

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