How to invest? It’s a question so broad there couldn’t possibly be a single answer to it (and beware of anyone who would tell you otherwise). The reality is that there’s a number of different approaches, each of which could bring success or failure depending on when and how they’re applied.
However, anyone interested in becoming a self-directed investor should take a look at Equities.com’s resources on investing basics. We outline a number of different theories and approaches that were compiled by legendary investors, mathematicians, and financial professionals over the course of the last century.
None represent a silver bullet, but knowing and understanding these strategies can help anyone mold their own system for investing that best suits their portfolio, its needs, and its limitations.
How to Invest: Basics
- How to Invest $1,000: Basic Overview
- Growth Investing vs. Value Investing
- DRIPs (Dividend Reinvestment Programs)
- Technical Analysis vs. Fundamental Analysis
- Benjamin Graham’s Tips for Defensive Investors
- Understanding the Major Indices
- What Different Price Valuations Mean
- Tax Loss Harvesting
How to Invest: Next-Level Strategies
o And be sure to visit our EVA (Equities Valuation Analysis) Reports research section where you can run your own DuPont Reports on any stock
- The Graham Number
- The CAN SLIM System
- The O’Shaugnessy Tiny Titans System
- The “Dogs of the Dow” System
- The Piotrowski (F) Score
- The Schloss Screen
- Cash-Rich Companies
Quotes from the Best
Beating the Best Mutual Funds
Equities.com’s research analyst Nicholas Bhandari breaks down his methodology for improving your returns by reducing expenses. He explains how one can mimic the returns of the most-popular mutual funds using a basket of similar ETFs that ultimately charge a much-lower expense ratio than their mutual fund counterparts.
- Introduction: how investors can maximize returns by using ETFs
- Fidelity Four in One Fund (FFNOX)
- Fidelity Growth Company Fund (FGCKX)
- American High-Interest Trust (AHITX)
- Fidelity Floating Rate High Income Fund (FFRHX) Part I
- Fidelity Floating Rate High Income Fund (FFRHX) Part II
- Fidelity Inflation-Protected Bond Portfolio
- Goldman Sachs Absolute Return Tracker C (GCRTX)
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