Tuesday, January 25, 2022

10K vs 10Q

 Public US companies each quarter produce a 10Q quarterly report with unaudited financial statements, and they yearly produce a 10K annual report with audited financial statements. These reports contain the summary of the company’s revenues, costs, profits, equity, debt, and cash flows.

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Winning bet on stocks

 The S&P 500 index ETF is one of the safest bets in stock investing, and over time has an increasing likelihood of making money. However...

  • Freedom index ETF
     A guest on Barry Ritholz’ Masters in Business podcast started an emerging markets ETF that weights stock according to the freedom index of ...
  • 4% Rule for Retirement
     This article  by Vanguard suggests a dynamic 4% that fluctuates with the market instead of a consistent amount starting from 4% of the begi...
  • Fundamental Index
     The most popular index funds such the S&P500 Index fund and Nasdaq 100 Index fund are market cap weighted. This increases the weighting...