Institutional investors are what “whales” are to the gambling world. Except they are not people. They are, well, institutions, i.e., pension funds, mutual funds, insurance companies, banks, trusts, endowment funds and others.
Tax-loss harvesting is, simply put, a way to turn a loss (in the market) into a positive. It’s a way to increase returns indirectly by selling losing equities and replacing them soon after to keep your market exposure constant.
Having immediate access to a number of Key Combined Employee ratings on the Company’s Employee Environment and Senior Management Leadership along with the willingness to recommend the company to a friend combined with actual employee reviews of the company should be some key investment information about the company you are researching to invest in or holding. The FinanceBoards Employee Ratings Widget gives you all of that and more.
Knowing Who the Major Institutions are that are holding a particular stock and the key metrics thereof along with the investment styles of those Holders should be a must-have Widget(s) on your Research Dashboard(s). It should also lead you to add additional types Institutional Holdings widgets to your dashboard(s) as well.
Investors and traders alike like to have a benchmark to tell them how the stock market is doing overall as well as how they are doing with their investments and trades. While a number of these benchmarks exist, perhaps none is more watched and respected than the Standard & Poor's 500 index (S&P 500).
News that some states are moving to shore up investor protections out of concern the Trump administration will weaken or outright repeal the federal “fiduciary” legislation, raises an important question: How do I tell if I’m working with an honest broker?
The wind, rain and storm surges of Harvey and Irma have barely subsided and already there is talk about the thousands of construction jobs and infrastructure spending that will come as a result.
It’s the quintessential question for investors and traders. Conventional wisdom is not all that helpful – buy low, sell high. Well, duh! How about something with a little more meat on it?
Being able to have access to over 400 Stock Screeners performance metrics as they compare to the S&P 500 and a data base which includes over 4000 publically traded companies strongly supports the Financeboards Stock Screener Widget being an Information Widget that should definitely be on your Research Dashboard(s).