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How to research your next investment

David Stevenson, Financial Times, JANUARY 24 2023:

If you don’t work for an investment business, the most challenging aspect of investing is accessing the right information. The good news is that there are now many online resources, many of which are free, to provide you with great data and, even better, actionable ideas.

Let’s start with the fast-growing area of index-tracking exchange traded funds (ETFs). In my view the best source of information is a German website called justetf.com…

Trackinsight.com also has a cool ETF screener, but with one useful additional feature: you can see the tracking error of a fund…

Morningstar’s screener — which also extends to unit trusts — has a useful feature giving you much more choice about the exact investment area you want to focus on — say, US dividend-focused equities.

In the land of investment trusts — actively managed listed funds — I would recommend the screener offered by the industry association, the AIC. Go to its homepage, click on research tools, then find the screener option…

The independent website QuotedData.com also has a great screener plus loads of great content — the screener is in its data section, where you can choose the subgroup of funds you want to research. Much of the written content is useful but is paid for or sponsored, but it’s still useful for context and background detail. I also like the fund and company research reports put out by a rival firm called EdisonGroup.com, which again works on a sponsorship or paid-for model. Their reports are comprehensive and useful and extend way beyond funds.

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