Investor Resources | Stellar Stocks

Resources And References

Stellar Stocks Website:

www.stellarstocks.net

Stellar Stocks offers the following services:

https://www.stellarstocks.net

Semi Annual Five-Year Stellar Stock Index List Update

Semi Annual Stellar High Dividend / Income Stock List Update

Reference Materials Listing – Articles, Websites, Books

Investment strategy and tools, education and awareness

Five- and ten-year Yield on Cost (YOC) and Total Return research on stocks of your choice.

Five- and ten-year Mutual Fund cost and return history and projections research.

401K Workplace Mutual Fund costs and returns, historical comparisons. and projections

Portfolio evaluations

On Line (Web Site) Information Resources

There are just too many web sites out there with so much to offer. It’s difficult to choose which are best or most appropriate for the buy and hold dividend reinvestment strategy this book supports. The descriptions of what the sites have to offer is certainly not complete. These sites were and are instrumental for using and investing with the FYSSI.

Historical Stock Price.Com (historicalstockprice.com) This site does exactly what its title infers. It is relatively easy to obtain the open and closing price on any stock, on any given day the market was open dating back to 1996. There are links to other market related information and investments.
StockEarnings.com (stocksearning.com) This site offers an Earnings Per Share chart, an easy to see historical earnings table that goes back to 2013, volatility info, stock chart construction, specific stock news, an earnings screener, earnings calendar, and a stock summary page. Lots of info here.
Seeking Alpha (seekingalpha.com) A very information rich site. Lots of stock data, investor education, thoughtful generalized and specific stock articles by financial professionals with investor / author discussion, stock screens, chart construction, personalized watch list storage, all kinds of historical data, company earnings, total return, dividends, revenue, profit margin, income, etc. There is so much here. Just click on the tabs and drop down menu items and explore.
Yahoo Finance (finance.yahoo.com) Offers stock summary page, charts, historical stock prices / dividends (went back 23 years), stock specific and market news, make watch lists and charts, screen for stocks, ETF’S, mutual funds and more. Like so many other financial sites, there is so much here. Click and explore.
Total Real Returns (totalrealreturns.com) No nonsense and to the point, focusing on what the title of the site implies. Gives percent total return with dividends reinvested of the stock and date intervals of your choice. Goes back ten to twenty plus years, depending on the stock. Can also chart the total return compared with single or multiple stocks or indexes. Can choose inflation adjusted as well. Great site especially to update total returns for FYSSI stocks, or any newly discovered stocks.
Investopedia (www.investopedia.com) A personal finance resource on banking, credit cards, brokers, investment education and terminology. Many different calculators – savings, mortgage, loan, investment etc. are available but not apparent. Have to enter the type of calculator you are looking for in their search box.
Wealthy Retirement (wealthyretirement.com) Offers a ballpark estimate dividend reinvestment calculator. It does not take into account dividend dates, prices on those dates, or exact dividend amounts.
Morning Star (www.morningstar.com) Comprehensive stock information, analysis, data source, and charting. Widely used data source for brokerages and other financial institutions.
Trading View (www.tradingview.com) Chart country here. Make charts with all kinds of indicators including Bollinger bands, Stochastics, and time intervals. Has screeners, alerts, strategy tester, tutorials and more.
Merriman (www.merriman.com) “Educational resources to help more people invest wisely and live fully”. Feature events, e books, and blog, in-depth resources on a variety of wealth management topics for everyone, whether you are a client of theirs or not.
Smart Assets (smartasset.com) Info on mortgages, investing, banking, retirement, taxes, articles, a comprehensive financial site.
You Tube (www.youtube.com) Don’t forget this one, with numerous diverse and informative video clips. Just type in your phrase. Stay clear of the get rich quick schemes. Check out Ryne Williams’ “How to make $3,000 / month in dividends w / only $25 a week.”. His investment scenarios take more time than if you were to choose stocks from the FYSSI, but the dividend idea is similar. You might be able to obtain a Dividend Tracking Portfolio Spreadsheet after viewing one of his clips.
Finance Strategists (www.financestrategists.com) Excellent educational informative website on all things financial. Includes investing, insurance, mortgages, banking, accounting, taxes and retirement.
Dividend Channel - (www.dividendchannel.com) Presents free historical data on stocks, ETFs, BDCs, monthly dividend stocks, sector specific stocks of interest, total return calculator with or without reinvested dividends. Large article reference on stocks of your choice. Article lists according to sectors or specific companies. Great site!

Recommended Reading

Old but not outdated. Copyrights are surely vintage, but they contain much of what you need to know about investing in the manner this book supports. They emphasize the most reliable and commonly used strategies, indicators, and investing approaches. They are time tested. Managing your personal money is especially emphasized in the Suze Orman books.

The on line websites previously listed are the new tools for utilizing the advice and approaches contained in the books below.

Subscription Services

1. Kiplingers Personal Finance Magazine – Investing and consumer financial resource with an accompanying website with more articles, commentary and information.

2. American Association of Individual Investors (www.aaii.com) No nonsense monthly publication. No advertisements. Articles authored by seasoned professionals. Timely information and data on stocks, ETF’s, BDC’s, CLF’s bonds etc. Dedicated issues on investments and taxes. Issues that focus on mutual funds, stocks, and ETF rankings. Articles for beginners and the experienced. Access to website with lots of data and ratings on various investments. Has large list of popular model stock portfolios with performance ranking.

3. Motley Fool (www.fool.com) – Investor Education, Stock Recommendations, Personal Finance Tools and Advice

4. The Oxford Club (www.oxfordclub.com) – Model portfolios, stock recommendations, monthly bulletins. Lots of hype, but they mean well. Stick to the basics. The Oxford Monthly Income Letter with 3 model portfolios aligns well with the investing strategy supported by this book.

Brokerages

Be sure to check out all that a brokerage has to offer. Check EVERYTHING! Click on every tab in site to find out what it’s meant for. Moving money into and out of the brokerage and between accounts is important. What kind of transfers? Fees? Any trading fees or commissions? Most brokerages don’t charge commissions, but they do have small trading fees. Do they offer fractional share purchases? Understand account set up arrangements. What is their margin policy and interest rates? Look at everything. Get a live representative and ask questions. They are almost always courteous and willing to help.

According to Investopedia:

Best Broker for Beginner: Fidelity (www.fidelity.com)
Best Broker for Investor Education and Customer Service: Charles Schwab (www.schwab.com)
Best Broker for Ease of Trading Experience: Etrade (https://us.etrade.com)

Others:

Vanguard (www.vanguard.com)
Interactive Brokers (www.interactive brokers.com)