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Investment advice
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- The Sybian
- The Dude
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Re: Investment advice
An honest to God cult of personality - formed around a failed steak salesman.
-Pruitt
-Pruitt
Re: Investment advice
I also find this useful for looking at fund overlapswlu_lax6 wrote: ↑Fri Nov 17, 2023 6:51 pm Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.
https://www.finra.org/fundanalyzer
https://www.etfrc.com/funds/overlap.php
And this for back testing portfolios
https://www.portfoliovisualizer.com/backtest-portfolio
Apologies if anyone linked these previously.
Re: Investment advice
Morningstar X-ray was my goto for this.Baloney wrote: ↑Mon Nov 20, 2023 8:57 amI also find this useful for looking at fund overlapswlu_lax6 wrote: ↑Fri Nov 17, 2023 6:51 pm Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.
https://www.finra.org/fundanalyzer
https://www.etfrc.com/funds/overlap.php
And this for back testing portfolios
https://www.portfoliovisualizer.com/backtest-portfolio
Apologies if anyone linked these previously.