"Put the politicians on minimum wage and watch how fast things change." - Anonymous
Talking about impact of politics on Financial markets, presidential executive orders in the US Economy probably makes it to the top of the list of influential factors.
Federal Register maintains a running list of presidential orders over time and is accessible for public consumption at Federal Register.
Co-relating the political agenda to financial markets is an important toolkit for savvy investors!
For all the Fixed Income Patrons, as me, we find safe Havens in our favorite Instrument - The Certificate of Deposit of famously CD.
Researching Finance
“Rule No. 1 : Never lose money. Rule No. 2 : Never forget Rule No. 1.”
―
Sometimes it's intriguing that you have to hunt for investment advise. With so much talk about finance, and so much sensitivity around it, should it not be germane to have good investment opportunities on fingertips for those who can invest.
Amen! It actually is. Lets go onto see how...
If you are one of those investors who likes to stay ahead of the curve, read on. A good investment idea, once morphed into success, often makes it to a listing in one of the Trading exchanges, under the close watch of Securities and Exchange Commission or what we know as The SEC. A savvy investor would like to know about it at the stroke of first ray of dawn, right when the first tinkerbell rings and the very first form to register the company is received by the commission.
This post outlines how to research the latest and the greatest securities that apply to register with the SEC, right at the moment of their first interaction.
Staring out, SEC provides a very friendly tool, EDGAR, to search for the various forms that have been submitted by corporations. The tool is available for access at EDGAR.
Towards the bottom of the search tool is the gem of all gems; the section 'Search For'. Look for 'Daily Filings by Type' [Direct link : Daily Filings By Type]. Scroll to the bottom of the this page to locate a search box for entering the 'Form Id'. The two interesting forms to keep in mind are 'S-1' and 'N-1A'.
Form S-1 is an SEC registration required for U.S. companies that want to be listed on a national exchange. It is a registration statement for a company that is usually filed in connection with an IPO (initial public offering).
SEC Form N-1A is a regulatory document required to form an open-ended fund, like an Exchange Traded Fund or a Mutual Fund. In the U.S. Funds may only offer shares to the public once approval has been received.
Look for more posts in coming days, weeks and months on Search capabilities of EDGAR along with analysis and recommendations on upcoming IPO's and ETF's.
"Consider Stock Slices like rows of car in a CarMax. When the gas prices go up, the hybrids keep making (saving) you money; when they go down, the guzzlers have their turn" - Anonymous.
Today's blog post talks about a combination of ETF's with high yield securities and bonds. There are two recommended ETF's that form the slice for today's recommendation; 'Fidelity High Yield Dividend ETF (FDVV)' & 'iShares iBoxx High Yield Corporate Bond ETF (HYG)'.
FDVV is an ETF comprising of 107 Equities, with 'APPL', 'MSFT' and 'PG' being the top 3 holdings. The ETF yields a 3.10% at today's closing price of $33.08. Being an equity ETF, it certainly has room to grow. Dividend paid quarterly.
Rating : Hold
HYG is an ETF comprising of '1226' bond securities with 'BlackRock Cash Funds Treasury SL Agency', 'ALTICE FRANCE', 'T-Mobile US, Inc.' being the top 3 holdings. The ETF yields a whopping 4.88% as of today's closing price of $87.36. Dividend paid Monthly.
Rating : Hold
Great for retirees or those looking for a monthly income stream to retire early!!
