Module online investments
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The document provides instructions for researching and investing online. It discusses how the internet allows investors to access account information and trade securities from anywhere. It recommends comparing discount brokers, setting up tracking portfolios on sites like Google Finance or Yahoo Finance, researching companies on their websites and using Google News to track company activities and set up alerts. The document also provides tips for online investing including starting small, diversifying, avoiding panicking with mutual funds, being aware of costs, and recognizing problems are inevitable. It concludes by defining full-service and discount brokerages and listing top discount brokers and resources for creating and tracking portfolios.
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Module online investments
- 1. How To Research and Invest Online 1 8-5-10
- 19. Search on company name in quotation marks Results NEWS.GOOGLE.COM for any current news on companies you’re tracking
- 20. Sorted by relevance Results can be sorted by relevance , date or date with/without duplicates Sorted by date NEWS.GOOGLE.COM for any current news on companies you’re tracking
- 21. Waiting for a company to announce a earnings? Sign up for “news alerts” to be delivered once-a-day , once-a-week or as it happens NEWS.GOOGLE.COM for any current news on companies you’re tracking
Editor's Notes
- The Internet includes the web, instant messaging, and email.
- Start Small: Start with a smaller sum, which will be easier to handle and keep track of. Once you feel confident, you can then decide to add more money to your online account.
- Start Small: Start with a smaller sum, which will be easier to handle and keep track of. Once you feel confident, you can then decide to add more money to your online account.
- Once online, many investors tend to concentrate on stocks, specifically large-cap domestic stocks. While these stocks should make up part of your portfolio, they shouldn't be ALL of it! Take into account your time horizon and risk tolerance to develop a well-balanced portfolio of stocks, bonds, and cash.
- Most investors are in mutual funds for a good reason. They don't have the expertise to make their own investments calls on individual stocks. They also are too preoccupied by work, family and other concerns to spend every minute watching the market. So keep your mutual funds; don’t cash out your long-term fund holdings so that you can start "playing the market" in individual stocks!
- Even if online brokerage costs are lower than those of full-service brokers, they can still add up, particularly if you do a lot of buying and selling. Online brokerages firms also impose a number of other fees and charges that you should study closely. The federal capital gains tax is also something with which you must reckon.
- The online brokerage firm's server could crash due to heavy trading, unexpected software glitches or a natural calamity. Know about the firm's alternative trading options. This could include automated telephone trading or calling a broker.
- Don't just settle for the hype about hot stocks! Go to the company's Web site and download its prospectus. Check out the company's publicly available filings through the U.S. Securities and Exchange Commission's EDGAR system and other resources. All of these are available on the company’s website.
- Passwords: Keep passwords in a secure place, and don't share them on the internet, over email, or on the phone. AntiVirus: If your firewall was shipped in the "off" mode, be sure to turn it on and set it up properly. Public Computers: use extra caution when using your own computer in a wireless "hot spot.”
- Don’t believe everything: Fraud artists often float false information and "hot tips" as part of their efforts to rip-off investors or manipulate the market for a particular security. Unbiased sources: as the U.S. Securities and Exchange Commission, your state securities regulator, and securities industry self-regulatory organizations (including FINRA, Amex, and Nasdaq).
- Ask students to try these buttons
- SmartMoney magazine’s list of the top online brokers: http://www.moneybluebook.com/list-of-the-best-online-brokers-by-smart-money-2009/ Reviews of the top online brokers: http://www.moneybluebook.com/reviews-of-the-best-online-discount-brokers/
- Instructor would help students go to one of these two sites and create a portfolio. I prefer the Yahoo site, myself. Fairly self-explanatory instructions. You have to know the stock codes of the companies, so be prepared with a list of them.
- Usually you can find company website by just typing www.companyname.com, but not always. Use Google if you can’t easily find website. Put name of company in quotation marks. Should then be top result. OR, use Hoovers. www.hoovers.com. Even on the free Hoovers access, the website will be returned with the short profile of the company. Public companies MUST post links to their annual reports, financial reports and SEC documents. The 10K will give a thorough overview of the company, including description, background, properties, competitors, etc.
- Also, give them “Investing Online” handout.