| Fnancial Books: Bogle, Cramer, Ferri, Orman, Swebroe, etc. | Amazon Home | Amazon Gift
Cards |
Financial Magazines, Money, Kiplinger, Wall Street Journal, etc. |
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http://fundscreener.org is Continually Updated to Help Investors Screen and Analyze, Mutual Funds and Portfolios using Free Web Sites |
| MORNINGSTAR SCREENER |
Use Morningstar's Fund Star Rating or Morningstar Fund Screener to Analyze Funds using Morningstar's 5-Star Rating, Examples |
| VALUE LINE SCREENER |
Use Scottrade's Value Line Fund Rankings or Value Line Advanced Fund Screener to Analyze Funds using Value Line Rankings, Examples: |
| LIPPER SCREENER |
Use Reuter's Lipper Fund Leader Ratings or Lipper Fund Screener to Analyze Funds using Lipper Ranking, Examples: |
| FUND
ALARM SCREENER |
Use Fund Alarm to Compare Funds with Baseline (Index), Examples: |
| PORTFOLIO THEORY |
Modern Portfolio Theory, H. Markowitz, Efficient Frontier and Monte Carlo Portfolio Risk vs Return Graphs |
| PORTFOLIO EXAMPLES |
Ex: John Bogle, Retirement, Mutual Funds for Dummies, Morningstar, Money, Smart Money, Kiplinger, Vanguard, Fidelity, Troweprice |
| PORTFOLIO BACK TEST |
Back Test Portfolios using Freebie Bigcharts to Capture Historical Data and Morningstar to Backtest, Examples: |
| WATCH PAGE |
Build an E-mail Based Watch Page (Alerts) using Morningstar Fund Alerts and Yahoo Finance Stock Alerts |
|
TAX
LOSS HARVESTING |
Tax Loss Harvesting (TLH) IRS Links, Examples. |
| WASH SALE |
IRS Wash Sale Rules, Avoid Wash Sale by waiting 31-days to repurchase same equity or immediately purchase non-substantially identical equities. |
| RISK vs RETURN |
Risk (Standard Deviation) vs. Return Graph, Plot up to five Mutual Funds on same Graph, 3 or 5 or 10-years. |
| GLOSSARY | Definitions and Links to Morningstar Glossary, Forbes Glossary, Risk Glossary and AAII Glossary |
| REFERENCES & LINKS |
Web Page Links and Reference Books used to Build this Web Page http://fundscreener.org |