These are notes I've taken on investing, primarily from the perspective of the investor. It brings together information from different sources, so some of it may seem self-contradictory. I'm doing what I can to sort that out.
Also, this has grown into a huge, unwieldy, mass of information, so I've split it into a handful of topics.
Since it tends to be a sensitive topic, here's a link to my standard disclaimer about essays and research work, which indicates (among other things) that this material is not intended as investment advice, contains only public information, represents my own research and reasoning, and is not endorsed by any company that sells investment products.
- Overview of Investment Options - An overview of options for the consumer seeking to manage their funds.
- Overview of Investment Strategy - Exploring the incentives there are to invest at all, and the strategies investors follow in pursuit of their goals.
- Methods for Stock Analysis - An overview of the various methods that are used to assess the current value and predict the future value of stocks.
- Ratio Analysis - A brief overview of ratio analysis, including some of the common ratios as well as the uses and limitations of the practice.
- Mutual Funds - Aggregated research into mutual funds as a vehicle for investment.
- Exchange-Traded Funds - Aggregated research into ETFs as a vehicle for investment.
- Stock Options - Some notes on stock options - basic description, investment uses, and strategies.
- Speculative Investments - A brief overview of stocks, options, commodities, and currency trading.
- Retirement - Notes related to planning for and managing financial resources in retirement.
- Retirement Accounts - A collection of random notes about the various kinds of retirement account.
- Projection - Project the future value of an investment based on initial amount, monthly deposit, and interest rate.