Building a Fundamental Analysis Spreadsheet – FA 5
Today we’re going to build a Fundamental Analysis Spreadsheet to take some of the work out of calculating all those financial statement ratios.
- 7 Circles - your heavenly path through investment hell -
Weekly Roundup, 16th February 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. The big stories of the past week were the worries over banks and the bear market.
Build your own Bond Ladder
Today we’re going to look at how you can build your own bond ladder. Is this a good option for private investors?
HYP Case Study – Dividend Portfolio 4
Today we’re going to look at a practical example of putting together a dividend portfolio using simple rules – the HYP portfolio.
The Cashflow Statement – Fundamental Analysis 4
Today’s post is about the third and final company financial statement – the cashflow statement. We’ll look at what it contains, and how to analyse it.
Weekly Roundup, 9th February 2016
We begin today’s Weekly Roundup in the FT, where Merryn was talking about the end of cash.
The Bonkers Portfolio – Momentum made easy
Today we’re going to look at a strategy that I mentioned in a tweet a few months ago. It’s called the Bonkers Portfolio, for reasons that will become clear.
Weekly Roundup, 4th February 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells a Story.
The Income Statement – Fundamental Analysis 3
Last week we looked at the balance sheet, and at some ratios you can use to analyse it. This week we’re going to look at the income statement.
Building a Portfolio – Dividend Portfolio 3
Today’s post is about the qualitative factors that go into building a portfolio of dividend stocks. We’ll also take another look at screening for stocks.
Stocks to Short and to Avoid – Excess Returns 4
Last week we looked at where investors can find bargain stocks. Today we look at the opposite – which are the stocks to avoid and the stocks to short.
The Balance Sheet – Fundamental Analysis 2
Today we’re going to look at the Balance Sheet, and what it can tell us about a company.
