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Post by jongaltiii on Jul 21, 2021 2:27:20 GMT
Thought I'd post a quick thread on tools to evaluate investments. What prompted me ... was the post on Muni's from oldskeet and FD1000 big-bang-investors.proboards.com/thread/609/munis-vouge?page=1&scrollTo=6803 I'm not into Muni's or Bonds but I was interested in the Barcharts.com mention. I'm obsessed with that site/tool for technical indicators. Found it via @catch22 post on MFO and oldskeet mentions of it. Thank you to both. I think I probably use too many to evaluate my funds. My arsenal includes: Valueline, Barcharts.com, Weiss Ratings, M*, MaxFunds, Porftolio Visualizer and MFO (of course). Of all of these tools, Maxfunds is probably what I consider the weakest. I feel like it too heavily weights ER/Cost (which I care about) at the expense of future forecasting and analysis. MFO I absolutely love but I'm trying to get used to the new drop downs and GUI. Any other tools or sites you can't live without?
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Post by roi2020 on Jul 21, 2021 3:23:19 GMT
Here are some tools that I use to evaluate mutual funds.
The Independent Adviser for Vanguard Investors newsletter M* Analyst Reports (not the quantitative ones) M* Fund Investor newsletter Portfolio Visualizer
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Post by ignatz on Jul 21, 2021 3:42:02 GMT
More "evaluation" and "tools" often leads to contradictory information and more decision points.
Buy or sell is a yes or no decision. You do or you don't.
I continue to search for "the tool" that is reliable enough to always rely on and continue to not find it. As far as I know, no one has found it either.
I don't have a solution to this dilemma and apparently no one else does either.
But I continue to search, rather than leaving well enough alone. As I'd guess most on this site do.
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Post by steelpony10 on Jul 23, 2021 23:55:38 GMT
ignatz , Since the 3 unknowns are forever unknowable choose something you can live with and let it go. You’ll be finished. If you have to go through withdrawal make some test portfolios with made up values. You may find some part you want to switch out with your real portfolio. You also might find your psychological risk limit, a new type of investment or style.
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