Investing Via The Internet: A Guided Tour of AAII's Top-Rated - - PDF document

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Investing Via The Internet: A Guided Tour of AAII's Top-Rated - - PDF document

Investing Via The Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites John Bajkowski Vice President, Senior Financial Analyst, AAII johnb@aaii.com 1 Presentation Focus & Outline Present the best Web sites to aid you in:


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Investing Via The Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites

John Bajkowski Vice President, Senior Financial Analyst, AAII johnb@aaii.com

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Presentation Focus & Outline

 Present the best Web sites to aid you in:

 Stock Screening  Stock Analysis  Mutual Fund Screen & Analysis  Portfolio Management & Tracking

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Top Comprehensive Sites

 MSN Money ~ Free

 moneycentral.msn.com

 SmartMoney ~ Free to $108/yr.

 www.smartmoney.com

 Yahoo! Finance ~ Free to $131.41/yr.

 finance.yahoo.com

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Stock Screening

 A computerized screening program can be

used to locate/analyze stocks in an

  • rganized, systematic, and disciplined

fashion

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5 6

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Allows for comparison

  • f selected data

points against industry and S&P 500 benchmarks

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Provides screening

  • n a variety of

earnings estimate data

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Morningstar www.morningstar.com

Free screening tool very basic

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Morningstar Premium screener is very advanced and useful

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Morningstar Premium Stock Screener ($174/yr.) covers over 800

  • fields. Allows for

comparison against

  • ther fields and

benchmarks. Screens can be saved for use at a later time.

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SmartMoney.com www.smartmoney.com

Screening on is fee- based ($58/year). Covers over 150

  • fields. Custom

variables can be

  • created. Allows for

comparison against

  • ther fields and

benchmarks. Screens can be saved for use at a later time. Results can be saved as a spreadsheet.

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Popular Approaches

 AAII Journal/Computerized Investing has

examined the characteristics of successful investors

 Tracking performance of our interpretation of

these approaches in Stock Investor

 Companies passing screens and chart of

results available on AAII Web site within “AAII Stock Screens” segment in the Portfolios section

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AAII.com www.aaii.com

Screens are located within “AAII Stock Screens” segment

  • f Web

site

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AAII Journal

Current and past issues of the AAII Journal can be viewed

  • nline
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Top Stock Screening Sites

 MSN Money ~ Free

 moneycentral.msn.com

 Morningstar ~ Free to $174/yr.

 www.morningstar.com

 SmartMoney ~ $58/yr. to $108/yr.

 www.smartmoney.com

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Fundamental Analysis

 The process of determining the value of a

stock based on study of financial data

 Attempt to determine an “intrinsic” value of

stock and compare this to current market price

 If current price is below intrinsic value  Buy  If current price is above intrinsic value  Sell

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Yahoo! Finance finance.yahoo.com

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Reuters www.reuters.com/finance/stocks

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Yahoo! Finance finance.yahoo.com

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MarketWatch.com www.marketwatch.com

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Morningstar Alerts

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Morningstar www.morningstar.com

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Moneychimp www.moneychimp.com

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Reuters www.reuters.com/finance/stocks

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Yahoo! Finance finance.yahoo.com

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Reuters www.reuters.com/finance/stocks

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SmartMoney.com www.smartmoney.com

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SmartMoney.com www.smartmoney.com

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Morningstar www.morningstar.com

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Yahoo! Finance finance.yahoo.com

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Top Stock Valuation & Ratings

 MSN Money ~ Free

 moneycentral.msn.com

 Morningstar ~ Free to $174/yr.

 www.morningstar.com

 Moneychimp ~ Free

 www.moneychimp.com

 ValuEngine.com ~ $199.95/yr.

 www.valuengine.com

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FreeStockCharts.com www.freestockcharts.com

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Prophet.net www.prophet.net

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StockCharts.com www.stockcharts.com

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Top Stock Charting & Technical Analysis

 FreeStockCharts.com ~ Free

 www.freestockcharts.com

 Prophet.Net ~ Free to $649.50/yr.

 www.prophet.net

 StockCharts.com ~ Free to $369.35/yr.

 www.stockcharts.com

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Mutual Fund Screening & Data

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MSN Money moneycentral.msn.com

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Top Mutual Fund Sites

 Morningstar ~ Free to $174/yr.

 www.morningstar.com

 MSN Money ~ Free

 moneycentral.msn.com

 SmartMoney ~ Free to $108/yr.

 www.smartmoney.com

 Yahoo! Finance ~ Free to $131.41/yr.

 finance.yahoo.com

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On-Line Portfolio Management

 Best used as a tool to keep you abreast of

what is happening with your portfolio and notify you of any events that might affect your portfolio

 On-line portfolio managers are not typically

replacements for software

 They cannot do what software can do  Limited report capabilities, few return calculations

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Morningstar www.morningstar.com

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Top Portfolio Tracking Sites

 Morningstar ~ Free to $174/yr.

 www.morningstar.com

 MSN Money ~ Free

 moneycentral.msn.com

 RiskGrades ~ Free

 www.riskgrades.com

 SmartMoney ~ $58/yr. to $108/yr.

 www.smartmoney.com

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AAII’s Guide to the Top Investment Web Sites

 Appears annually in September issue of the

AAII Journal

 Available at AAII Web site:

 http://www.aaii.com/guides/webguide/index.cfm