Managing Your Investments

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MANAGING YOUR INVESTMENTS: MAKING VALUE LINE AND MORNINGSTAR WORK FOR YOU Milwaukee Public Library, Business & Technology 414.286.3051 2012

Transcript of Managing Your Investments

Page 1: Managing Your Investments

MANAGING YOUR INVESTMENTS:

MAKING VALUE LINE AND MORNINGSTAR WORK FOR YOU

Milwaukee Public Library, Business & Technology414.286.3051 2012

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Investor Resources at Milwaukee Public Library

Print Value Line: Investment Survey (Expanded,

Small and Midcap), Special Situations. All print available at the Central Library Business Desk and Investment Survey available at select neighborhood branches.

Morningstar: Mutual Funds and FundInvestor

And More!

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Investor Resources at Milwaukee Public Library

Access Online Value Line Standard Edition-

Investment Survey Morningstar Investment Research Centerhttp://www.mpl.org/file/business_index_select.htm Available within City of Milwaukee libraries or remotely to City of Milwaukee cardholders.

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Stocks- an ownership share(s) in a corporation. Buying shares of stock makes you part owner of the corporation that issued stock. Over the long term, the value of that ownership stake will rise and fall according to the success of the underlying business.

Mutual Funds- an investment company that continually offers new shares and stands ready to redeem existing shares form the owners. When you invest in a fund, your money is pooled with other investors and then managed by a group of professionals who try to earn a return by selecting stocks for the pool. Can be less volatile.

Getting Started With Basic Terminology

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Getting Started With Basic Terminology

Public Company- company which has issued securities through an offering, and which now are traded on the open market. Also called: publicly held or publicly traded.

Ticker Symbol - abbreviation, usually two or four letters, used to identify a stock for trading purposes.

Dividend- a payment by a company to a shareholder. It is usually paid quarterly in cash.

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Stock Exchanges NYSE- New York Stock Exchange- oldest

and largest stock exchange in the U.S., located on Wall Street in New York City. Approximately 2,800 companies listed.

NASDAQ- world’s biggest stock exchange. In 1990s became the market of choice for high-tech businesses. Approximately 3,200 companies listed.

Getting Started With Basic Terminology

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Dow Jones Industrial Average (DJIA): the most widely used indicator of the overall condition of the stock market. A price-weighted average of 30 leading U.S. stocks.

S&P 500 (Standard and Poor’s 500): a basket of 500 stocks that are considered to be widely held. Most experts consider the S&P 500 one of the best benchmarks available to judge overall U.S. market performance.

Getting Started With Basic Terminology

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Beta- a quantitative measure of the volatility of a given stock, mutual fund or portfolio, relative to the overall market. Median beta is 1.0, anything over 1.0 is _% more volatile.

Market Capitalization: the market value of all common shares outstanding for a company, calculated by multiplying the recent price of a stock by the number of common shares outstanding.

Getting Started With Basic Terminology

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Price/Earning Ratio (P/E Ratio): the most common measure of how expensive a stock is. The higher the P/E ratio, the more the market is willing to pay for each $ of annual earnings. Whenever a stock’s relative P/E is more

than 1, its own P/E is greater than that of the market. When its relative P/E is less than one, it’s own P/E is less than that of the market.

Getting Started With Basic Terminology

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Investment Survey

Value Line is an investment research company collecting and analyzing data on over 1,700 most actively traded U.S. listed stocks.

Online subscription is for Standard Edition Standard Edition is large cap companies only Small and Mid-Cap Survey available in paper

format only.

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Value Line Investment Survey is divided into 3 parts and a supplement. Part 1 is the Summary and Index Part 2 is the Selection and Opinion Part 3 is the Ratings and Report

Investment Survey

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Investment Survey

Milwaukee Public Library subscription provides access to current and past issues of Investment Survey only.

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Investment Survey

Sample Value Line report for Merck & Co.

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Investment Survey

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Investment Survey

Select stock search criteria to create a custom list of stocks that meet your ratings requirements.

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Investment Survey

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Investment Research Center

Offers in-depth analysis of stocks, mutual funds, and ETFs (exchange-traded funds).

includes reports, analyst research, key ratios, financial statements, dividend and return information and company snapshots.

Articles and videos on investing and personal finance.

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Investment Research Center

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Investment Research Center

Screen for funds allows you to search by a variety of data points including general characteristics (fund name or category), ratings and performance criteria (Morningstar rating, annual returns), and management and purchasing data (fees and expenses).

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Investment Research Center

Fund Analysis

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Investment Research Center

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Investment Research Center

Portfolio planning tools for new and experienced investors.

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Investment Research Center

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Questions? Contact Us!

Milwaukee Public LibraryBusiness and Technology Desk

Central Library, 814 W. Wisconsin Ave.

414-286-3051