We are considering a change in our stock holdings and I am accustomed to visiting morningstar.com. They assign stars to stocks and mutual funds
and graph performance against similar holdings, etc.
We have some $ in the large no-load family of funds out of Pennsylvania, Vanguard. I discovered their investigational tools this morning.
They even allow hypothetical scenarios. You put in what you might buy and with $ from what source or fund. They give an analysis of your holdings after the change.
They also give warnings if your "balance" is skewed. Interesting.
There's a watch you can place on a fund or stock and Vanguard will keep your abreast of happenings when you visit the site and log-in.
There are probably other funds and sites which offer such helps on line. So much easier for the personal investor to do research. The internet is a great tool.
I encourage you to be your own investment advisor. Who else could possibly care as much about your $?
'til later
No comments:
Post a Comment