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Most Swing Trade weekly Options and Specialize in 10-Baggers !
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If you are new to Binance trading App, the Binance Trailing Stop will help you protect gains to maximize your profits.
In this step by step tutorial, you will learn how to easily take advantage of this feature to help grow your trading account.
What is Binance Trailing Stop?
When the market swings, a trailing stop order enables traders to put a pre-determined order at a certain percentage distant from the current price.
Trading using trailing stop orders enables traders to place an order at a predetermined percentage away from the market price when the market moves in their favor.
It assists traders in limiting their losses and preserving their profits when a transaction does not go in the direction that traders deem unfavorable at the time of the deal.
When the price advances in a favorable direction, the trailing stop moves by a predetermined percentage (called the Callback rate).
By allowing a transaction to stay open and profitable for the duration of time that the price is going in the direction that traders want, it locks in profits.
The following stop does not reverse direction and does not go backward. Whenever the market price changes in the other direction by a preset percentage (Callback rate), the trailing stop will close/exit the position at the current market price.
How To Use Binance Trailing Stop?
In reality, the trailing stop order feature is only available in the Futures part of the Binance platform.
Furthermore, you must take advantage of the updated version of the Website. However, trailing stop orders only supported by the most recent version of the trading interface.
If you are now seeing the Old Version, you must click on the icon labeled “New Website,” as shown in the illustration below.
Binance Interface
How to Enable Trailing Stop Order?
As soon as you get to the New Website, you must place your cursor over the triangle next to “Stop Limit” and choose “Trailing Stop.”
Select Trailing Stop
As you can see in the screenshot below, things have changed.
After Selecting Trailing Stop
How Does Binance Trailing Stop Works?
Traders may put a trailing stop order when initiating a trade for the first time, but this is not the usual practice.
The trailing stop order may also put as a reduce-only order with the goal of decreasing or closing an open position, as well as other things.
In the case of a LONG trade, a sell trailing stop order you should place the order above the point of entry into the trade. The trailing stop price rises by a trailing percentage point each time the trailing percentage point reached (Callback rate).
When the price begins to rise, a new trailing stop price will establish. When the price falls, the trailing stop becomes immobile and does not move anymore.
If the price travels more than the preset callback rate from its peak price and hits the trailing stop price, a sell order will issue. The transaction will complete with the execution of the sell order at the current market price.
A “buy” trailing stop order is the inverse of a “sell” trailing stop order in terms of functionality.
In the case of a SHORT trade, a purchase trailing stop order will placed below the entry point of the transaction. The trailing stop price decreases by a percentage of the trailing percentage (Callback rate).
When the price begins to drop, a new following stop price will establish.
When the price rises, the trailing stop becomes inactive and stops moving.
If the price advances more than a specified callback rate from its lowest price and reaches the trailing stop price, a purchase order will issue. It will be necessary to close this transaction with a purchase order at market price.
A sell trailing stop order for a long trade
Callback Rate
The extent to which a trailing stop price will lag the price is determined by the callback rate. The “Callback Rate” box allows you to manually enter a rate in the range of 0.1 percent to 5 percent. The rate range is accessible from 0.1 percent to 5 percent.
Alternatively, fast choices such as “1 percent” and “2 percent” are accessible for choosing in a short amount of time.
Activation Price
Market participants have the option of filling in the price level that activates the trailing stop.
If no activation price is available, the market price will use as the default activation price (which may be either the “Last Price” or the “Mark Price” depending on the trigger type selected).
For a purchase trailing stop order (SHORT POSITION) to be successful, it must be placed with an activation price that is less than the current market price.
In order to satisfy the requirement, the market’s lowest price must hit the activation price at the same time. Unless the price falls below the Activation Price, the Trailing stop order will not activate and will not function.
In contrast (LONG POSITION), in order to place a sell trailing order, the activation price must be greater than the current market price at the time of the order.
In order to satisfy the requirement, the highest price on the market must be more than the activation price. If the price does not rise over the Activation Price. The Trailing stop order will not activate and will remain inactive.
It is necessary to utilize the activation price in order to begin trailing stop loss/take profit only when a price condition is reliable.
In order to safeguard your trade in the event that the trailing stop loss does not satisfy your Activation price condition. If you place an Activation price order, you will almost certainly need to put a Stop loss order as well.
Reduce only-trigger
It is usually self-evident that the trailing stop loss happens to reduce or close your trade. Rather than to create a new position when you utilize it. As a result, in the Advanced section, you must enable the flag “decrease only-trigger.”
In my opinion, it might be helpful as a default flag, but in reality, it is not!
Advanced features include the reduce-only trigger flag as well as the kind of trigger (Last Price and Mark Price)
Advanced: reduce-only trigger flag and type of trigger (Last Price and Mark Price)
The type of trigger
For the trigger, traders may choose between the “Last Price” (the default) or the “Mark Price” option.
If traders choose “Mark Price” as a trigger, the trailing stop will triggered when the Mark Price reaches or exceeds the activation price. Even if the Last Price does not reach the activation price at that time.
Please keep in mind that Binance utilizes the Mark Price as a trigger for liquidation. As well as a metric for calculating unrealized profit and loss.
The Mark Price is usually just a few cents more than the Last Price at the time of purchase. During periods of severe price fluctuation, the Last Price.
On the other hand, may vary substantially and significantly from the Mark Price.
As a result, please keep an eye on the price difference between the Last Price and the Mark Price.
If you would want to alter the Trigger from Mark Price to Last Price or vice versa. You may always cancel the order you have made and make a new order to replace it.
Conditions Associated with Trailing Stop
Please keep in mind that there are two criteria for the activation of the trailing stop order. Which are the activation price and the callback rate.
Both of these conditions must meet in order for the trailing stop order to activated and issued as a market order to close or exit the position.
A sell trailing stop order (LONG TRADE) will be placed if the conditions are met as follows:
Activation Price <= Highest Price and
Rebound Rate >= Callback Rate
A buy trailing stop order (SHORT TRADE) will be placed if the conditions are met as follows:
Activation Price >= Lowest Price and
Rebound Rate >= Callback Rate
How Trailing Stop Differs From Trailing Loss Order?
Using a stop-loss order to assist minimize losses, while using a trailing stop order to lock in profits while also limiting losses is beneficial.
However, unlike trailing stop orders, which are more flexible and follow the direction of the market automatically. Stop-loss orders are fixed and must be manually adjusted.
How to Use Binance Trailing Stop – Pro-Tip
Calculating the optimum callback rate and activation price may be challenging.
To be successful, a trailing stop should have a callback rate that is neither too low nor too high and an activation price that is neither too near nor too far away from the current price.
When the callback rate is set too low or the activation price is set too near to the entry price. The trailing stop gets too close to the entry price and easily trigger by typical daily market fluctuations.
There is no space for a transaction to swing in a trader’s favor prior to any significant price movement.
The transaction will close/exit at a time when the market has had a brief drop. And subsequently rebounded, resulting in a loss.
So, this was all about how to use Binance Trailing Stop. If you have anything in mind relating to Binance Trailing Stop, feel free to share with all of us.
Wondering about what is Betterment Investing? You have come to the perfect place.
Betterment is one of the pioneer Robot advisors, having begun in 2008 with an aim to make investing less expensive and difficult for everyone.
Betterment has been one of the most popular robot-advisor platforms for more than a decade, competing directly with Wealthfront, one of a rising number of automated investment alternatives.
Betterment Investing – Quick Summary
Betterment being one of the best Robot-advisors has a lot of benefits, and features. Let’s take a look at some of the distinguishing aspects of Betterment in the table below:
Minimum Investment
$0
Fees
Digital – 0.25%/year; Premium – 0.40%/year
Accounts
• Taxable • Joint • Traditional IRA • Roth IRA • Rollover IRA • SEP IRA • Trusts • Non-Profit • 401(k) Guidance
401(k) Assistance
✔
Tax Loss Harvesting
✔
Portfolio Rebalancing
✔
Automatic Deposits
✔ Weekly, Biweekly and Monthly
Advice
Human Assisted
Socially Responsible
✔
Fractional Shares
✔
Customer Service
Monday to Friday from 9:00 am-6:00 pm (ET)
Betterment Investing Features and Amenities
Who Should Use Betterment?
If you want to start serious about saving for anything substantial, such as a home down payment, student fund, or your own retirement, Betterment is an excellent choice of the automated investment adviser.
A portfolio of low-cost exchange-traded funds (ETFs) and mutual funds is designed by Betterment’s algorithms to fit your risk tolerance and particular objectives.
Betterment, in contrast to Wealthfront, does not need a minimum initial investment to get start with the platform.
There are two levels of Betterment service accessible to clients with balances greater than $100,000: Betterment Digital and Betterment Premium, both of which offered as an option for consumers with balances greater than $100,000.
Annual management fees charged by Betterment Digital and Betterment Premium are 0.25 percent and 0.40 percent, respectively. Betterment’s team of financial advisors will provide you with limitless, complimentary services if you choose to upgrade to a higher service tier.
In addition to selecting the appropriate investment portfolio for each of your goals, setting up an account is quite easy. Improve your investment performance with financial advice from a financial professional.
Betterment Digital users may purchase a 45-minute coaching session with a financial professional for $199, while Betterment Premium customers receive financial advice at no additional cost.
How Does Betterment Work?
Betterment Investing App
You begin by providing Betterment with some basic personal information, such as your age, salary, and Social Security number.
Then you choose one or more financial objectives, such as putting money aside for an emergency fund, long-term investing in a taxable account, or saving for retirement in an IRA (IRA). Traditional IRAs, Roth IRAs, and SEP IRAs are all options for you.
After linking your external bank account to the platform, you may fund your account by setting up one-time or regular deposits.
Betterment offers you a menu of tailored investment portfolios for each aim once you have entered your personal information and selected your objectives.
Improvement Portfolio” is the name to the default portfolio, which consists of exchange-traded funds (ETFs) representing around a dozen asset types.
Investing in socially responsible investments is available in six different portfolios (SRI). According to the type of objective you are saving for, the composition of each fund will vary.
If you’re seeking to save for retirement, Betterment will typically recommend that you invest in more equities. Bonds would make up the majority of your portfolio if your objective is to invest your emergency money.
Betterment’s Approach to Investing Your Money
Betterment Dashboard
As part of its investment portfolio diversification strategy, Betterment utilizes a plethora of low-cost exchange-traded funds (ETFs) that track established indexes.
However, depending on your profile and objectives, you may allocate to as many as 12 asset classes, depending on your situation.
According to your objectives, the exact asset allocation you receive, or the percentage of your portfolio that goes into each fund, defined by your assets allocation.
In the case of an emergency fund portfolio, which contains money that needed in the event of unexpected financial troubles, equities account for around 15% of the portfolio and bonds account for 85%.
For a 35-year-old investor, a general investing fund comprises 90 percent equities. This is money that will not be needed for a long time.
The risk tolerance of some rival Robo-advisors is determined by a series of questions you answer. Betterment creates the basic Betterment Portfolio, which is the default pick for the average investor based on your age, income, and investment objectives.
The majority of their money will direct toward equities, with the allocation divided across asset classes such as large-cap U.S. stocks, large foreign companies, and so on, for that 35-year-old.
In addition to the Betterment Portfolio, the platform distinguishes itself from other Robo-advisors by providing you with a variety of bespoke portfolio alternatives to pick from:
Socially Responsible Investing
Environmental, social, and governance (ESG) aspects are screened out of companies when investing in Betterment’s SRI option, which invests in ETFs using benchmarks that screen out companies that are not ESG.
Goldman Sachs Smart Beta
To aim to achieve outsized returns while keeping expenses down, this portfolio employs various diversification methods in an attempt to do so.
BlackRock Target Income
A well-diversified bond fund for investors who wish to produce a consistent source of income over the long term.
Flexible Portfolio
The asset class weightings given to you in the default Betterment Portfolio can be customized using this option.
While the Betterment Portfolio is mostly comprised of low-cost Vanguard and BlackRock iShare offerings, the Socially Responsible, Smart Beta, and Target Income portfolios all employ ETFs with greater expense ratios than the default Betterment Portfolio.
In addition, you may link additional accounts, such as your 401(k) or outside IRA, and Betterment will estimate how close you are to meeting your retirement objectives.
Key terms of Betterment You Need to Know
Robo-advisor
Betterment is a Robo-advisor, referred to as an automated investment service or an online adviser in some circles.
Robo-advisors, who utilize computer algorithms and smart software to design and manage your investment portfolio, is far less expensive than hiring a human, are a financial advisor to meet with you in person.
Fractional Share
Investors can acquire stock or other assets based on a dollar amount they choose rather than the price of a complete share when they purchase fractional shares of stock or other investments.
This may be especially helpful for investors who are dealing with a small amount of money. But who want to construct a portfolio that is highly diversified. Betterment purchases fractional shares, ensuring that there is no cash available in your portfolio.
Tax-loss Harvesting
Investing in tax-loss harvesting is a technique that can help you minimize your capital gains taxes considerably.
It is common practice in taxable accounts to sell failing assets in order to offset the profits from winning investments.
Betterment offers tax-loss harvesting, but it does not offer stock-level tax-loss harvesting (also known as direct indexing), offered at Wealthfront and Personal Capital, among others.
Some investors may be able to save even more money on taxes by using direct indexing.
Expense ratio
An expense ratio is a fee imposed by mutual funds, index funds, and exchange-traded funds (ETFs) that is calculated as a percentage of your investment in the fund.
For example, if you invest in a mutual fund with a 1 percent cost ratio. You will have to pay the fund $10 each year for every $1,000 you have invested.
These costs, if they are excessive, can have a substantial impact on the performance of your portfolio. But the expense ratios of the funds utilized in Betterment portfolios are modest.
The expense percentages are payable in addition to the management fee that Betterment charges.
Fees and Expenses Associated with Betterment
Customers who simply use digital services pay 0.25 percent in management fees per year. With the price increasing to 0.40 percent per year if they subscribe to the premium plan.
The digital charge for Betterment assets above $2 million may reduce to 0.15 percent per year. Specifically, on the part of the balance that exceeds $2 million.
You will have to pay 0.30 percent of the sum over $2 million if you choose the premium plan. The underlying ETFs are subject to annual management fees ranging from 0.07 percent to 0.15 percent.
Even though you may use Betterment’s financial planning and account consolidation features without paying a fee. You can shift a portion of your funds into an investment account on a regular basis.
There are no costs relating to canceling an account, sending a cheque, or sending a transfer.
The Monthly cost to manage a $5,000 portfolio: $1.04 ($1.67 for Premium)
Monthly cost to manage a $25,000 portfolio: $5.21 ($8.33 for Premium)
Monthly cost to manage a $100,000 portfolio: $20.83 ($33.33 for Premium)
How to Cancel Betterment Subscription?
In order to close your Betterment account, follow these instructions:
Log in from a web browser
Select “Settings”
Tap on “Accounts”
Click on the three dots to the right of the specific investment account(s) you wish to close.
Pros
Account creation is quick and simple.
Portfolios are completely transparent before funded.
It is possible to link external accounts to individual goals.
You may create a new goal at any moment and keep track of your progress with relative simplicity.
Change the risk level of your portfolio or move to a different type of portfolio with relative ease.
A two-way sweep is available through the checking and cash reserve functions.
Cons
Planners are continually persuaded to finance a Betterment account.
The basic package charges $199–299 for financial planning.
Socially responsible portfolios use ETFs (ETFs).
No margin lending, secured loans, or portfolio borrowing alternatives.
Conclusion
It is possible to utilize Betterment in a variety of ways. You may sync all of your financial accounts to obtain an overall view of your assets without investing. You can invest in one of their portfolios, or you can construct a Flexible Portfolio. Based on some of your own criteria.
When it comes to taxable accounts, the goal is to optimize after-tax returns through the use of tax-loss harvesting. Moreover, portfolios may rebalance as needed.
Betterment is primarily a goal-oriented platform. Moreover, users have access to a wide range of planning tools as well as a plethora of knowledge and guidance.
Many investors have shied away from SPACs in the past, believing them to be excessively risky. To explain the risk, benefits, and reliability of SPACs, we will discuss the 10 Best Cheap SPACs to Buy in 2021.
Moving forward, first, we’ll take a look at what is SPACs, and how they can be beneficial for investors.
What is SPAC?
A special purpose acquisition company (SPAC) is a corporation with no commercial activities, created only for the purpose of raising funds through an initial public offering (IPO) for the purpose of purchasing an existing corporation.
SPACs, often known as “blank check companies,” have been in existence for several decades.
In recent years, they’ve gained in popularity, drawing high-profile underwriters and investors, and raising a record amount of money through initial public offerings (IPOs) in 2019.
Over 50 SPACs established in the United States so far in 2020, with a total raised of $21.5 billion as of the beginning of August.
What Makes SPAC Popular?
SPACs are often created by investors or sponsors that have specific knowledge or experience in a certain industry or business sector, with the goal of pursuing transactions in that industry or business sector.
If the founders of a SPAC have at least one acquisition target in mind when forming the company, they may choose not to disclose that target throughout the IPO process in order to avoid lengthy disclosures during the process.
(This is why they referred to as “blank check businesses,” because IPO investors have no clue which firm they will be investing in at the end of the process.) Before issuing shares to the general public, SPACs look for underwriters and institutional investors.
The money that SPACs raise through an initial public offering (IPO) is deposited in an interest-bearing trust account. These funds may use to complete an acquisition or to refund the money to investors if the SPAC gets liquid.
They cannot be used for any other purpose. A SPAC typically has two years to execute a transaction or else it will be forced to liquidate.
In some circumstances, a portion of the interest produced by the trust might be utilized to supplement the operating capital of the SPAC. The stock of a SPAC is typically listed on one of the main stock markets following the purchase of the company.
How Do SPACs are Beneficial for Investors?
Benefits of SPACs
Produces greater results than the typical initial public offering (IPO)
It comes with a predetermined time limit attached to it.
It allows for a more favorable pricing structure inactive structures, allowing the target company’s sponsors to raise funds on more favorable terms, distinguishing itself from standard initial public offerings (IPOs).
When a company goes public, it expedites the process of becoming publicly traded.
To raise valuations and funds.
It allows you greater control over the terms of the transaction.
SPAC is subject to less regulatory monitoring.
SPAC makes it possible for high leverage companies to go public, which would otherwise be impossible with an IPO.
Downsides of SPACs
It is found that the target coup’s value has been considerably reduced since the SPAC structure is less hazardous for the business trying to go public, which makes it riskier for SPAC itself because they are paid with larger discounts than they should be.
According to the definition of a blank check company, the investors are simply providing funds with no knowledge of which company would be the target for the money they have invested in.
If the company attempts not to meet the expectations of the investors and as a result, the investors decide to withdraw their money, there may be a conflict of interest.
The fees and charges included in SPAC entail underwriter’s fees as well as additional costs, which may be more than the amount paid to investment bankers in an initial public offering.
The target company’s operations are subject to less scrutiny than they would otherwise be.
Risks Associated with SPACs
Those that combine with SPAC and go public expose to less scrutiny than companies that go through the standard initial public offering (IPO) procedure.
When it comes to attracting investors and raising cash, there is always the potential of misrepresenting investment opportunities.
Sponsors of special purpose acquisition companies (SPACs) might profit from an acquisition even if the investors are unsuccessful in their endeavors.
Conflicts of interest and fraud are major risks in this situation, which can arise from the misappropriation of funds as a result of misrepresentation or omission of the company’s prospects.
SPACs are subject to market fluctuations, which can be dangerous because investors do not view these fluctuations as a benefit to the investment.
For example, a unit of the SPAC with a price of 10$ may fluctuate, and investors may be hesitant to purchase at a higher price if the price of the unit rises.
10 Best Cheap SPACs to Buy in 2021
The following are the 10 best cheap SPACs you can buy in 2021:
SPACs
Date of IPO
Price
Altitude Acquisition Corporation
December 2020
$9.79
RedBall Acquisition Corporation
August 2020
$9.78
Lefteris Acquisition Corporation
October 2020
$9.79
Dune Acquisition Corporation
December 2020
$9.77
Burgundy Technology Acquisition Corporation
October 2020
$9.89
Soaring Eagle Acquisition Units
March 2020
$9.97
Rush Street Interactive (RSI)
December 2020
$14.88
Canoo Inc. (GOEV)
August 2020
$7.21
Clever Leaves CLVR
December 2020
$9.26
Rodgers Silicon Valley Acquisition (RSVA)
December 2020
$15.67
Top 10 Cheap SPACs in 2021
Altitude Acquisition Corporation (NASDAQ: ALTU)
Altitude Acquisition Corp. (NASDAQ: ALTU) is a special purpose acquisition company based in Georgia that conducts business internationally.
The company went public in December 2020, and it was able to generate over $300 million in its first public offering, according to the company.
It focuses on mergers and acquisitions with companies in the tourism and technology industries. Gary Teplis serves as the company’s chief executive officer.
NASDAQ: ALTU) has a market value of more than $366 million, making it the largest company in the world. The stock’s 52-week price range is $9.6 to $14.4, with a midpoint of $9.6. The company is still on the lookout for a merger opportunity.
RedBall Acquisition Corporation (NYSE: RBAC)
RedBall Acquisition Corp. (NYSE: RBAC) is a special purpose acquisition company located in New York with a focus on acquisitions of businesses.T
his year, the corporation went public in August, earning more than $575 million in its first public offering.
The business primarily focuses on mergers and acquisitions involving firms in the sports, media, and data analytics industries in the United States of America.
RedBall Acquisition Corp. (NYSE: RBAC) is a publicly-traded company with a market value of more than $704 million. Alec Scheiner is the company’s chief executive officer.
The price range of the company’s shares over the past 52 weeks has been between $9.7 and $12.4. The stock has an average daily trading volume of 220,868 shares. The special purpose company is still looking for a contract to combine with another company.
Lefteris Acquisition Corporation (NASDAQ: LFTR)
Lefteris Acquisition Corp. (NASDAQ: LFTR) is a special purpose acquisition company based in Boston that acquires businesses for a variety of purposes.
In addition to initial public offerings in the financial technology industry, the business also provides advisory services.
It went public in October 2020 and raised more than $207 million in the first public offering of the company. Karl Roessner is the company’s chief executive officer.
Lefteris Acquisition Corp. (NASDAQ: LFTR) is continuing on the lookout for a suitable merger partner. The stock’s price has fluctuated between $9.6 and $12.4 during the past 52 weeks.
The stock has an average daily trading volume of 66,452. Morgan Stanley has the left-hand position on the special purpose company. The firm has a market value of $252 million, according to the latest available data.
Dune Acquisition Corporation (NASDAQ: DUNE)
Dune Acquisition Corporation’s Logo
A special purpose acquisition business based in Florida, Dune Acquisition Corporation (NASDAQ: DUNE) is a special purpose acquisition company.
A merger with another company in the software as a service industry is something the company is looking to do in the future.
It went public in December 2020 and raised more than $172 million in the initial public offering (IPO) that month. Carter Glatt is the company’s chief executive officer.
A merger was sought by Dune Acquisition Corporation (NASDAQ: DUNE) in order to enable the company’s first public offering.
The stock’s 52-week price range is between $9.5 and $10.2, and it is now trading at $9.5. It has a monthly average volume of 35,153 copies printed.
With a market value of $131 million, the company is reliable. At Cantor Fitzgerald, the left-leaning partner is in charge.
Burgundy Technology Acquisition Corporation (NASDAQ: BTAQ) is a Cayman Islands-based special purpose acquisition corporation with headquarters in New York City.
This year, in August 2020, the firm went public and raised more than $345 million in its first public offering (IPO). It seeks to combine with companies operating in the technology industry that headquartered in Europe, the United States, or Israel.
It has a market value of around $436 million at the time of writing. Leo Apotheker serves as the company’s chief executive officer.
Burgundy Technology Acquisition Corporation (NASDAQ: BTAQ) is still on the lookout for a strategic partner to combine with.
Its 52-week price range is $9.6 to $11.9, with a low of $9.6 and a high of $11.9. It has an average volume of 209,441 units each month.
The corporation is actively watching the development of cryptocurrency companies, and it may seek to combine with one of them in the next weeks and months.
Soaring Eagle Acquisition Units (SRNGU)
Soaring Eagle Acquisition’s Logo
Because of its impressive track record, Soaring Eagle Acquisition Corp Units is ranked first. These units allow the bearer to one share as well as one-fifth of a warrant to purchase additional shares at $11.50 per unit.
However, while the modest warrant ratio is less attractive than many we saw last year, this team has successfully introduced both DraftKings (DKNG).
Report to the public through prior SPACs. Those have been two of the most successful SPACs in terms of overall performance.
They also demonstrated a great ability to identify promising brands in the online gaming and sportsbook market. Which is likely to stay profitable for the foreseeable future.
Given the fact that DraftKings and Skillz have both recently entered the market, it may take some time for them to identify their next acquisition, but this is one situation in which SPAC investors should exercise patience.
Rush Street Interactive (RSI)
The financial results released by Rush Street Interactive earlier this month demonstrated that this company is a legitimate contender in the online gaming industry.
The fact that investors are concentrating their efforts on Penn National (PENN) – Get Penn National Gaming, Inc. Report and DraftKings, as well as the heritage casinos, indicates that this industry will produce several winners.
RSI reported a loss of one cent per share but given that Wall Street had expected a loss of $0.32. This is a significant improvement in the bottom line.
The company’s revenue of $100 million is also above analyst expectations of $94.37 million. This indicates a 260 percent increase in revenue over the previous year.
Although the company is still investing in customer acquisition, real money monthly active users (MAUs) have increased by 116 percent year over year. And by 22 percent sequentially, with RSI ranking as the number-one online casino in the United States. Based on gross gaming revenue in the most recently completed quarter.
And, with $225 million in cash on hand, the company is well-positioned to continue advertising and promotions, which will help to develop their brand and solidify their users’ relationships.
RSI forecast revenues of $440 million in 2021, compared to forecasts of $372 million. This represents sustained robust growth of 58 percent for the whole year, according to the company.
Canoo Inc. (GOEV)
Canoo Inc Logo
Canoo unveiled its all-electric pickup truck earlier this month, and although some people praised the design, others were less enthusiastic. Consider myself interested, because I believe it will attract a large number of consumers.
The company sells electric vehicles that are modular and purpose-built. It pioneered the development of the flattest and lowest-profile skateboard in the history of the sport. Because that is exactly what it is, think of it as a chassis.
The fundamental methodology provides for a wide range of application flexibility as well as rapid time to market. Hyundai has previously entered into an agreement with Canoo to collaborate on the development of an electric vehicle platform.
A new vehicle may get in as little as 18-24 months, rather than the traditional 3-5 years, according to the company’s website.
Canoo now earns money through the provision of engineering services. It expects revenue from this area of the business to reach $150 million in 2021, and $450 million by 2024, according to the company.
It will launch its B2C platform in 2022, which expects to generate an additional $1.2 billion in sales by 2025, or a compound annual growth rate of 147 percent.
Management estimates that the B2B platform will be available in the market by 2023, with revenue for this segment of the business reaching $700 million by 2025.
Clever Leaves CLVR
Clever Leaves, a vertically integrated cannabis company with operations in Colombia and, shortly, Portugal.
The company provides low-cost GMP-certified pharma quality cannabis through its operations in Colombia and, soon, Portugal.
Over the last several years, we’ve spoken with Village Farms (VFF – Get Village Farms International, Inc. Report management about these locations, and they’ve explicitly pointed out the difficulties that many cannabis players have had in entering into them.
Clever is not a licensed producer in Canada or a multi-state operator in the United States; rather, it is an MNO (multi-national operator).
It has 1.8 million square feet of growing space in Colombia, and it is the only business in the region that has been certified according to Good Manufacturing Practices (GMP). As a result, it has risen to become the leading licensed producer in Latin America.
Rodgers Silicon Valley Acquisition (RSVA)
Rodgers Silicon Valley Acquisition, which included the acquisition of Enovix, may have ushered in a new era of powerful SPACs acquiring a business in a hot area. The PIPE priced at $14, despite the fact that the SPAC’s offering at $10.
Enovix is a company that designs and manufactures lithium-ion batteries. Enovix’s presentation on establishing a plan for future electric car battery manufacturing was indeed interesting.
But it would be a mistake to ignore the computer industries that the company now serves with its patented 3D cell architecture, which it already supplies to.
Enovix also involved in wearable technology, personal computers, augmented reality, virtual reality, and mobile communications, to name a few areas.
As a whole, this company is much more than just electric vehicles, and investors should take heed of this.
Conclusion
In this comprehensive review, we had an insightful overview of the 10 best cheap SPACs to buy in 2021. Moreover, we have discussed what are the advantages and disadvantages of investing in SPACs.
Make sure you read all the risks associated with SPACs before making your investment.
Are there really any differences between stocks and bonds? What is the most advantageous investment, if any?
Those are the kinds of things that first-time investors contemplate on a regular basis. In order to better understand how these investment possibilities differ from one another, let’s take a closer look at each one individually.
When it comes to investment, stocks and bonds are frequently discussed in the same sentence.
However, there are significant differences between them in terms of risk, reward potential, and how you get them. That is why it is so critical to conduct thorough research before putting your hard-earned money at risk.
What’s a Stock?
Stocks are “share of ownership in a company” from the standpoints of investment and financial planning.
Other words that are frequently used interchangeably with the word stock are the terms “share” and “equity,” among others.
Regardless of the terminology used, holding stock indicates that you own a portion of a company, and the value of your shares increases as the company rises in importance. Actually, it isn’t quite the case, at least not technically speaking.
Where Do Stocks Come From?
You are not a shareholder in the corporation itself. Instead, you become the owner of one unit’s worth of that company’s assets (earnings).
So why would a corporation want to sell you shares in the first place?
The reasons why a company decides to raise cash by selling shares of ownership in their company will differ from one another.
However, in general, corporations utilize stock sales as a means of raising operating money to fund their operations.
How To Find Stocks to Invest In?
It will be your responsibility to conduct due diligence before making a decision on which stocks to acquire in order to ensure that you are comfortable contributing financing to a certain business.
But, once you’ve decided which stocks to invest in, where do you go to actually purchase them?
To be sure, you can’t just walk up to Company A, knock on their door, and ask to purchase a single unit of their stock.
US Stock Exchanges
So, where can you get your hands on some stock?
The NYSE (New York Stock Exchange), the NASDAQ (National Association of Securities Dealers Automated Quotations), and the AMEX (American Stock Exchange) are examples of public stock exchanges.
You may already be acquainted with (American Stock Exchange).
Overall, there are a total of 13 such stock exchanges in the United States.
Top 10 NASDAQ Stocks
One of the biggest sectors of the US economy is the tech industry.
The company that comprise the main Exchange Traded Fund (ETF) for this sector have been driving the overall market over the last 10 years at least.
As of this writing, here is the table with these leading companies.
Each with their respective weighting into the NASDAQ index.
No.
Company
Symbol
Weight
Price
Chg
1
Apple Inc.
AAPL
11.3%
150.09
-0.31%
2
Microsoft Corp.
MSFT
10.4%
303.23
0.61
3
Amazon.com Inc.
AMZN
7.4%
3,310.00
4.22
4
Alphabet Inc.
GOOG
4.1%
2,853.96
5.99
5
Facebook Inc.
FB
3.9%
365.84
0.33
6
Alphabet Inc.
GOOGL
3.8%
2,829.35
4.12
7
Tesla Inc.
TSLA
3.8%
707.32
-1.17
8
NVIDIA Corp.
NVDA
3.7%
217.37
-0.56
9
Paypal Holdings Inc.
PYPL
2.2%
279.93
0.42
10
Adobe Inc.
ADBE
2.1%
659.84
2.60
Nasdaq Top 10 Holdings and Their Weight
Analysis of Top 10 NASDAQ Stocks Over 10 Years
The gain and amount presented in the table below for each stock are based on the $1000 if you invested them 10 years ago.
No.
Stock
Symbol
Amount in $
% Gain
1
Apple Inc.
AAPL
$11,628.19
1,062.82%
2
Microsoft Corp.
MSFT
$12,153.41
1,115.34%
3
Amazon.com Inc.
AMZN
$17,957.70
1,695.77%
4
Alphabet Inc.
GOOG
$9,024.40
802.44%
5
Facebook Inc.
FB
$11,122.21
1012.22%
6
Alphabet Inc.
GOOGL
$11,055.16
1,005.52%
7
Tesla Inc.
TSLA
$130,466.91
12,946.69%
8
NVIDIA Corp.
NVDA
$52,835.99
5,183.60%
9
Paypal Holdings Inc.
PYPL
$6,481.10
668.73%
10
Adobe Inc.
ADBE
$20,120.05
1,912.01%
Growth of $1000 over 10 Years on Nasdaq Top 10 Stocks
Some of the growth percentages are just flat out unbelievable.
Paypal (Ticker:PYPL) has the worst gain over the last 10 years on this list.
Yet that growth is almost 700% !!
Do you know many investment can turn your money 7 folds in 10 years ?
Google’s parent company Alphabet has the second worst return from the list over the last decade and that is 800%.
All the remaining have grown 10-fold at least over the last 10 years thus making this an exceptional era for stock growth.
Therefore, these returns alone are sufficient to understand why more and more investors who have time (meaning not near their retirement age) are drawn to the stock market rather than bonds.
Why Should You Choose NASDAQ?
The Nasdaq is the world’s second-largest stock exchange.
The Nasdaq is home to over 3,700 public firms with a combined market capitalization of more than $19 trillion—only slightly less than the New York Stock Exchange (NYSE), which has a total listed market capitalization of $25.5 trillion.
The Evolution of the NASDAQ
Nasdaq established itself as the first all-electronic exchange, and it continues to be the preferred platform for many top technology businesses.
The NASDAQ-100 Index is significant because it has a significant impact on both the local and global economies.
It advises society and investors on the best non-financial companies. For businesses, it is a well-known and reputable exchange on which to list their shares.
If they include in the index, it might have a significant impact on their financial performance.
Additionally, the index is suitable for incorporating companies that are at the cutting edge of innovation across all industries covered.
More broadly, the Nasdaq provides a plethora of stock options.
How Fractional Shares Will Help You With Hight Stock Prices?
More often, big-name stocks come with hefty price tags. As of August 2020, one share of Alphabet, Inc., the parent company of Google, valued at more than $1,500.
While one share of Amazon.com, Inc. valued at more than $3,000.
Fractional shares, on the other hand, allow you to purchase even the most expensive stocks and exchange-traded funds (ETFs) for as little as one dollar.
Purchasing a fractional stock is advantageous for novice investors who may not have large balances available to purchase certain stocks or ETFs.
Additionally, they let you quickly diversify a smaller portfolio by investing in companies that would be out of reach otherwise.
The Advantages of Fractional Shares
Begin investing with small funds
If you’re just getting started and don’t have a sizable investment portfolio, fractional shares can make a significant impact.
They enable you to enter the market instantly and begin reaping the benefits of compounding profits.
Diversify your portfolio on a shoestring budget
Diversification is a fundamental principle of portfolio development. By diversifying your holdings of equities and, more specifically, ETFs, you may minimize the risk of losing money if a single asset falls.
Because fractional investing enables you to purchase several shares for between $1 and $5. You may be able to purchase a larger range of companies than you might otherwise.
Options for improved dollar cost averaging
Dollar-cost averaging is a strategy in which you invest a certain amount of money on a consistent basis.
This may allow you to pay less per share over time than you would if you purchased all of your shares at once.
Because dollar cost averaging is based on a stable dollar amount rather than a steady share portion, it works best when you can invest the entire amount.
Otherwise, a portion of your funds will have to stay in a cash account. Until you have sufficient funds to purchase a complete share.
Dividend Stocks and How Do They Work?
A stock dividend is a dividend payment in shares rather than cash to shareholders.
Although a stock dividend offers the advantage of paying shareholders without depleting the company’s cash reserves.
It does have the disadvantage of diluting earnings per share.
Generally, these stock distributions are issued as fractions of existing shares.
For instance, a company may declare a 5% stock dividend. Requiring it to issue 0.05 shares for each share held by existing shareholders.
Meaning that an owner of 100 shares would get five more shares.
Exactly how does a stock dividend work?
A stock dividend also referred to as a “scrip dividend,” is a payment of stock to existing owners in place of a cash dividend.
A company declares such dividends when it wants to reward its shareholders but lacks the necessary funds or wishes to conserve cash for other expenditures.
As with any stock, the dividend is tax-free until the investor sells it unless the company gives the choice of receiving the dividend in cash or shares.
A stock dividend may impose a restriction on the sale of newly acquired shares for a specified length of time.
This holding period generally begins the day after you buy a dividend stock. It is critical to understand the holding time for calculating eligible dividend tax treatment.
Top 5 Websites for Stocks Market Research
Finviz.com
Finviz is one of the greatest stock screeners for traders and investors accessible for free, as well as in a paid edition called Finviz Elite. Finviz is available in both a free and paid version.
It is a privately held firm that was established in June 2007 by Juraj Duris. Finviz is an abbreviation for “financial visualizations,” and its website receives around 18.75 million visits each month.
Tradingview
TradingView is a cloud-based charting and social networking program designed for active investment traders at all levels, from beginners to experts.
With a free account, you may access the most basic graphing, research, and analytical information accessible. Despite this, the majority of transactions must be executed outside of the platform due to the fact that only a limited number of brokerages are currently linked to TradingView.
Simply Wall Street
Al Bentley, the founder of Simply Wall St, established the company in Sydney, Australia, in 2014.
In order to assist investors in making stock selections for their portfolios based on fundamental research, Simply Wall St has created an online resource called Simply Wall St.
Webull
Webull, which was founded in 2017, is a relative newcomer to the brokerage industry, but it looks to have taken advantage of its late arrival to achieve success.
In other aspects, the company appears to have drawn ideas from current forerunners such as Robinhood, which cater to new and casual investors who want a fantastic mobile experience as well as a clean, simple desktop interface to get started with investing.
Webull, on the other hand, is an excellent alternative for more experienced active traders, as it provides in-depth charting, hundreds of technical indicators, advanced orders, Level II market data from Nasdaq, customization, and other features.
All of this is contained within an easily navigable and aesthetically pleasing platform.
E*Trade
Throughout the previous decade, ETRADE, a pioneer in online brokerage, has been hampered by charges that are higher than usual.
Equity and per-leg options charges were reduced to zero in October 2019, when ETRADE joined a majority of brokers in reducing commissions to $0.
There are three computer-based platforms and two fully-featured mobile apps available from E*TRADE, which will appeal to investors with a variety of investment styles and interests.
The company’s primary online platform, etrade.com, has been redesigned to make it easier to maneuver.
What Type of Investors Are Stocks For?
Anyone can purchase stocks on the stock exchange.
Each individual has his or her own motives for purchasing a stock, and each individual has a distinct trading personality.
Your trading personality is determined by how much risk you are prepared to take, what type of research you are willing to undertake, where you believe the economy is heading, and how much time you have on your hands to complete your trades.
Contrary to all of this uniqueness, trading styles may be broken down into a few basic categories. Take into consideration which method sounds the most like you.
Active-Investors
Active investors maintain track of the performance of their stocks, do extensive research, and keep up with the latest financial news on a regular basis.
Traders do not necessarily purchase one day and sell the next, but they do pay attention to changes in patterns and buy or sell in accordance with those changes in trends.
Despite the fact that this individual is an ardent investor who takes great care in making each investment decision, he or she does not necessarily keep an investment for the long term.
Instead, the passive investor accepts fair returns in exchange for a reduced level of stress and more free time on his or her hands.
This individual may choose to invest in mutual funds in order to allow the funds’ money managers to make a purchase and sell choices.
He may choose to purchase individual shares of stock in well-established firms and hang onto that investment for a year or more.
Passive investors have a tendency to reduce the amount of stress they experience while making investing decisions by establishing parameters for adding new stocks to their portfolios.
For example, if their stocks grow by 20%, they may decide to sell part of them to realize the gains.
Speculator
Some investors are looking for opportunities to make money quickly. Then scour the market for stocks that are set to rise as a result of a pending transaction, and they buy them.
In order to make money, they scan the news for announcements about mergers that may benefit a business. And then they buy shares in those companies.
After a stock has made them some money, they tend to sell it.
Because they believe that they can repeat the practice of purchasing and selling on a regular basis. So beat the market.
Retirement Investors
When it comes to investing for retirement, people tend to modify their strategies as they get closer to retirement age.
When they are younger, they may choose a more confrontational response to conflict. This entails purchasing more risky stocks that have the potential to rise in value.
After midlife, such an investor may decide to switch to more moderate-risk stocks.
And then during retirement, they may decide to switch to dividend stocks that provide income.
Different Types of Stock
Not all stocks are equal by the executives of their respective companies, and they might be extremely different from one another in terms of performance.
Let’s have a look at what the stock markets have to offer and which kind of stocks are the most suitable for you.
Preferred Stock
The term “preferred” stock is a bit of a misnomer in this context.
At first glance, the preferred stock appears to be a greater type of stock than its counterpart, “common” stock. However, this is not the case.
This, on the other hand, is not correct.
To simply state that preferred stock differs from ordinary stock would be far more truthful.
Common Stock
Common stock is considerably more common than preferred stock in terms of being, well, common.
When a company decides to issue both preferred stock and common stock, the common stock issues in higher quantities than the preferred stock.
Occasionally, a company may choose not to issue any preferred stock at all.
Stocks and Diversification in Investment Portfolio
In order to create diversification in your investment portfolio, you must weigh the risks and rewards of different investments against one another.
Although this appears to be a simple concept in principle, putting it into practice is considerably more difficult.
By mixing asset types that are both riskier and less risky into a single investment portfolio, you can protect against losses while simultaneously keeping the door open to higher returns.
Preferential stock and ordinary stock are two primary forms of stock.
And you have just learned about the possible advantages and limits of each of them. As a result, you now understand that some types of stocks are riskier than others.
Another interesting and little-known fact regarding the preferred stock is that some financial professionals refer to preferred stock as the “bonds of the stock market.”
Differences Between Stocks and Bonds
What’s a Bond?
Similar to how a stock represents a share of ownership in a company’s assets (income). A bond represents an IOU or a written promise to provide debt financing.
While bonds have lesser risk than stocks, this is not necessarily the case.
Company issues bonds to seek to raise cash from investors. Knowing the issuer—as well as the company’s history—is critical to understanding how to purchase bonds.
Understanding How Bonds Work
The company issuing the bonds has the ability to and does have an influence on the risk level associated with a particular bond.
Consider the following example: a bond issued by a government body is typically less hazardous than a bond issued by a private business by its nature.
Remember how we stated earlier that some financial experts consider preferred stocks to be the “bonds of the stock market?” Well, that is still true.
This is due to the fact that both assets provide a sort of fixed rate of return on investment.
Fixed dividends are paid on preferred stocks, while fixed interest is paid on bonds. However, the value of preferred stocks and bonds might vary in response to changes in the stock market.
Bonds, in principle, provide a guaranteed return even at the moment of issue of the bond.
It is possible to argue that bonds are less risky than preferred stock because, in the event of a company’s bankruptcy, bondholders will be first in line for reimbursement before preferred stockholders.
What Type of Investors Are Bonds For?
The following are some of the most common types of Investors who buy bonds:
Who Seeks for Income
The major rationale for purchasing a bond as an investment is for the income it provides.
The majority of bonds have a fixed interest rate, which means that investors will get regular semi-annual payments.
This provides certainty in terms of both cash flow and returns. It is something that other investments, such as stocks, can not provide.
For example, if you purchase a $1,000 bond that pays 5% interest, you will get $25 twice every year for the duration of your ownership of the bond.
At the conclusion of the bond’s life, which is the maturity date, you will also receive your $1,000 back.
Who Plays On Safe Side
There are dangers with all investments, but bonds are typically less hazardous than stocks. Few investments, stocks included, guarantee that your money will be returned to you. Specifically, at the end of the term like bonds do.
This repayment pledge, on the other hand, is only as good as the financial soundness of the issuer. Many bonds have letter grades by independent rating agencies to assist you in determining their relative security.
The bonds with the highest likelihood of making their payments on time award an AAA rating on most measures.
Who Seeks Diversification
Diversification is the process of investing in a variety of various types of assets. In order to reduce the overall risk of a portfolio.
Bonds play a significant part in most asset allocation models. Which split assets among stocks, money market funds, and other forms of investments, as well as in the stock market.
Because bonds tend to vary in value less than stocks.
They can help to smooth out the fluctuations in your portfolio. And lower your total risk by spreading out the risk.
For the most part, asset allocation models recommend that older or more cautious investors should maintain a greater percentage of their assets in money market funds or short-term bonds rather than inequities.
Common Types of Bonds
There are several sorts of connections, and it is vital to understand the differences between them.
Some bond types have a lower inherent risk than others, whilst others have a higher risk. There are four basic categories of bonds that we shall discuss, in addition to a few unique forms of bonds.
Government Bonds
Treasury bills, which are government bonds issued by the federal government, are a term that is often used incorrectly.
The term “note” refers to federal government bonds that will mature (fall due) in less than 10 years. And the federal government issues them.
Municipal Bonds
Municipal bonds issued by state or municipal governments to raise money.
The return on these bonds may be higher than that of other types of bonds.
But only if the region in which you invest is growing and developing. Municipalities that are in decline are less likely to repay your investment.
Interest Rates on Municipal Bonds
Some municipal bonds come with great tax advantages for higher income tax payers.
As such, those municipal bonds interest rate may not tell you the whole story after the return on investment.
Here is our research on some of the best Tax-exempt municipal bonds as of this writing.
NAME
Ticker
Fidelity Tax Free Bond
FTABX
Vanguard High Yield
VWALX
Vanguard Intermediate Term
VWITX
Vanguard Long Term
VWULX
Vanguard Limited Term
VMLUX
Vanguard Short Term
VWSUX
Table of Tax-Exempt Municipality Bonds
Agency Bonds
When bonds are issued by federal government agencies, these bonds are referred to as agency bonds. Fannie Mae and Freddie Mac bonds, for example, are examples of government-sponsored enterprises.
Corporate Bonds
Companies and companies may choose to issue corporate bonds in order to obtain cash for a number of different reasons.
These are frequently riskier than U.S. Treasury bonds, but they may also give greater rates of return.
Bonds and Diversification in Investment Portfolio
As you can see, bonds, like stocks, have various degrees of risk associated with them.
The degree of risk is determined by the issuing organization as well as the bond’s terms and conditions.
This means that just adding stocks and bonds to your investment portfolio will not be enough in terms of increasing your returns.
Portfolio Diversification
Creating a properly diversified portfolio also entails picking the appropriate categories. Moreover, the types of stocks and bonds in order to achieve a healthy balance between risk and return.
An investment bond’s rating can vary from AAA to D. The danger increases according to the lower the letter.
So-called “junk” bonds usually have the lowest ratings, which are based on the credit rating of the issuing corporation.
Or the length of time the company has been in business.
Differences Between Stocks and Bonds – Final Verdict
Stocks and bonds both have a place in the investment portfolios of experienced investors who are attempting to construct a properly diversified portfolio.
Stocks, as you are now aware, are fractional ownership interests in the assets or net worth of the issuing company.
Bonds, on the other hand, are debt instruments in their own right. With the possibility for interest income to use to reimburse the lender for the amount borrowed.
Preferential equities have a reduced risk of loss and a lower return on investment than ordinary stocks.
Government-issued bonds have a lower level of risk and. Therefore, a potentially lower rate of return than corporate bonds and callable bonds, respectively.
Investment in funds such as ETFs (exchange-traded funds) or mutual funds is one of the most straightforward methods.
In order to construct a portfolio that contains both greater and lower risk equities. As well as higher and lower risk bonds, among other things.
These funds may consist of a mixture of stocks and bonds. Or they may entirely consist of stocks or entirely comprised of bonds.
Warrants in stocks, also known as stock warrants, allows you to buy a company’s stock down the road at a fixed price and date. This means that even if the company’s share price is higher as at the time you are buying, it does not affect your investment.
However, this doesn’t entirely guarantee you a profit as you can lose if the company’s shares trade lower than the strike price. So, what are warrants in stocks? How do stock warrants work? What makes them different from other financial derivatives? All these and more you’ll find answers to in this article.
How Do Stock Warrants Work ?
Financial instruments provide investment opportunities that investors can leverage to increase their portfolio and earning power.
The most common of them include bonds, options, mutual funds, amongst others. However, there is another viable alternative that many are probably yet to discover.
Stock Warrant Example
A warrant in stock is a contract between an investor and a company that gives the investor the right to acquire a company’s stock at a specific price and date.
Warrants are a company’s way of enticing well-to-do investors to buy the company’s shares, offering them a better stance during an uptrend in the company in the future. At other times, it can be an incentive to outstanding employees in the company.
Practically, as a warrant stockholder, you can buy the stock later on at the warrant’s “strike price” (the agreed-upon price) which may be lower than the current stock trading price. Another great benefit warrant stock offers you is the opportunity to buy newly issued stock from the company that issued the warrant.
More so, though it comes with a fixed date (after which it expires), you enjoy the privilege of making the stock warrant purchase at a later date. However, you will have to do that through common stocks and if they decide to.
You should know that there is no smoke without a fire. Warrant stock is a strategy companies use to attract investors to purchase shares so that they can gain from the investment. Also, a warrant does not grant you ownership of the stock, rather, it’s a right to gain the company’s share in the future for a particular price.
In addition, a stock warrant loses its value and is no longer valid when it expires. Hence, you need to use; either buy or sell before the expiry date. For more on the definition of warrant in stocks, watch this video.
What Makes Up a Stock Warrant?
Let’s point out the components of a stock warrant. Here’s what’s inside the financial instrument:
An Up-Front Notice: In any stock warrant contract, the recipient can tell the company when he (she) will exercise their right; purchase the underlying stock.
The company that offered the stock warrant, on getting the purchase notice, will issue new stock shares. This is to increase the number of shares its stock will trade. And, the outcome will be an increment in the company’s total shares of stock, which can reduce the price of the stock.
The Pricing Process: Once a company issues a new bond offering, the next thing it does is to declare a stock warrant strike (otherwise called the exercise price).
The Expiration Date: Any stock warrant comes with an expiration date, which is listed on the contract.
Why Do Companies Issue Stock Warrants?
Companies issue warrants for a lot of reasons. This could be to raise capital by attracting investors, retaining employees, or offset the impending risk of huge losses.
When it’s to raise capital or counteract impending risks, the company usually publicizes its warrants in the open market to attract individual and institutional investors. Given the massive buying power of institutional investors, they influence the market with their big purchases. Therefore helping to actualize big capital revenue for the company.
Also, when it’s to retain employees, they normally put restrictions on when these warrants can be exercised. Therefore, employees have to wait out a few years before claiming their benefits. You can learn more about why companies issue stock warrants here in this video.
Types of Stock Warrants
Stock warrants have diverse types, and they include:
Puttable Warrants
Here, you have a proportion of shares you can resell back to the company at a fixed price especially to obtain your accumulated profits. It has a deadline.
Callable Warrants
You can purchase a certain amount of shares from a company using a callable warrant. This is an authorized warrant that has a deadline.
Covered Warrants
Covered warrants allow you to buy or sell equity, currencies, and financial tools issued from giant financial institutions, not from individual companies.
Naked Warrants
With naked warrants, you can exercise flexibility as a shareholder. A naked warrant entitles you to exchange your warrant for security, that is to say, you are not tied to a preferred stock or bond.
Wedded Warrants
As the name implies, it works closely with bonds. You can’t buy and sell it independently, rather, together with bonds.
Traditional Warrants
Just like the wedded warrant, you can also purchase a traditional warrant with bonds but you can sell them separately in the secondary market.
Examples of Stock Warrants – American vs European
SemGroup Stock Warrant
Here is an example of how a stock warrant applies in the USA and Europe:
Say that XYZ Corp. wants to issue a series of stock warrants to new employees, It could structure its warrants as follows:
American-style of Stock Warrants
The warrant for 5,000 shares of XYZ Corp. stock is at the strike price of $30 within five years of expiration. This stock warrant offers you the right, but not the obligation, to buy up to 5,000 shares of XYZ Corp. for $30 per share.
This is to say that even if the stock is selling for $80 per share, you can still buy it at $30 per share. The more the stock’s price surges, the more valuable this warrant becomes for you.
And, you can exercise this right at any time within the five years duration. Beyond that, the warrant expires and becomes useless.
European-style of Stock Warrants
Warrant for 5,000 shares of XYZ stock at $100 strike price on July 1. This warrant bestows on you the right, but not the obligation, to sell up all your shares back to the corporation for $100 per share.
This means that the company re-buys from you at the same rate they sold to you even if the stock is worth $20 per share. Hence, as the stock plummets, the more valuable this warrant becomes for you.
Since this is a European-style warrant, you can only exercise it on July 1. Before that date, it has not yet matured, while afterward, it has expired.
Companies hardly issue puttable warrants, because when they do so, they would be trading against their own stock. Therefore, you must navigate through a lot of legal, ethical, and cultural issues during any put warrant issuance.
Whenever a company auctions stock warrants, it will also issue the warrant with a price set per share. So, for instance, a stock warrant of 1,000 shares sold at $5, equals $5 per share, or $5,000.
How Do Stock Warrants Work?
Typically, a warrant acts as bait for companies, to attract investors to buy the company’s shares. They give you the privilege to take advantage of a rising market, where you get greater percentage gains on your shares, compared to common shares.
Let’s consider the warrant of an imaginary company, Gladstone Energy. Each Gladstone warrant, which trades on the TSX but in U.S dollars, gives the holder the right to buy one common share at $38.20 (U.S.) until Sep. 22, 2021. The warrants were recently sold for $25.65, and the common shares at $52.50.
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Buying the warrant when you don’t foresee an increase in stock price may not be the best decision. At this point, it costs more to purchase the warrant ($25.65) and exercise it ($38.20) when compared to the current price of the stock. Though if you expect a price rise, then the warrant is valuable.
A general rule for rating how promising a warrant is will be to evaluate its worth per share per adventure share price doubled. Assume that Gladstone doubled to $105, the warrant will skyrocket to $66.8 (the share price less than the exercise price), and that’s a lot of gains.
There’s one thing you must know though. If Gladstone trades at $38.20 or less than that at the tail end of September 2020, the warrants are as good as nothing, they expire.
How to Buy Stock Warrants
Firstly, to buy a stock warrant, you should be able to differentiate it from the common stock. Common stock and stock warrant tickers are placed side by side in the exchange platform. But, there is a way to fish it out; the extra letter ticker.
For instance, Gladstone Energy Inc. the common stock will trade with the ticker GLDSE while the warrant will use the ticker GLDSEW or GLDSEWS. This means that stock warrants have an extra “W” or” or “WS” symbol” symbol attached to their tickers.
Taxes on Stock Warrants
Stock warrants are taxable and their tax rate is different from that of common stock or stock options. The breaks that stock options enjoy such as employees’ tax preferential treatment are not applicable to warrant stock.
Let’s say the warrant you exercised is $15 per share to buy 100 shares of XYZ, and the warrant costs you $300. Your total investment is $1,800, and If the market price on the day of exercise is $50, the shares are worth $5,000 and the difference is $3,200 which is your profit.
That amount is seen as ordinary income, not a capital gain since you didn’t own the stock before exercising the warrants. You can always consult a tax expert to make sure you understand and follow relevant tax rules
Stock Warrants vs. Stock Options
Stock warrants and stock options are very identical, they are similar in features and benefits. Yet, each has its uniqueness, hence they differ in some ways.
Similarities
Both are investment/financial agreements that let an individual buy a particular company’s stock at a given price, within a given time.
Each of them is specifically designed to offer investors the opportunity of making a profit on their investment.
Both are traded widely on major financial exchanges such as the NYSE or the Nasdaq Stock Market.
Major Differences
Stock Warrants Are a Company’s Strategy For Raising Capital.
Unlike stock options, the major purpose companies issue stock warrants are to raise capital. On the flip side, stock options are ways investors can predict a company’s stock. Only the investors benefit from stock options.
Works With Different Times
For stock warrants, the investment window is wide open, it can last up to 5 years, and more in some cases. Stock options, on the other hand, can expire within days, weeks, or months.
This is the reason investors often prefer stock options for short-term investment strategies. Stock warrants serve more for a long-term investment strategy.
The difference in taxation method
Tax rules for stock warrants and stock options differ. Taxation on stock warrants depends on the usage of warrants. Stock warrants often attract taxes when you exercise them.
You can learn more about stock warrants vs stock options in the video below.
Pros & Cons of Stock Warrants
Pros –
Stock warrants possess high upside potential, offering you the opportunity to make huge profits.
Exercise dates are usually far, and this is beneficial to the investors. You have more chances of making a profit, unlike some alternatives like stock options which work with shorter periods.
Dividends can adjust strike price, and lessen it.
Cons
Risky due to volatility.
Availability of scant.
More complex than other similar options.
CONCLUSION
Warrants in stocks are a cost-effective trading instrument that allows you to earn a fortune. Yet, like all financial derivatives, they have elements of subtlety. Be sure to read in between lines and understand exactly how they work before you buy or sell them.
You can contact a financial advisor to guide you through the processes involving a stock warrant. You can stay in touch at Successful Tradings to learn more about stock warrants and other such financial instruments..
The dividend yield of a stock is an estimate of the return on a stock investment that is derived only from dividends. In this article, you will learn what it is and how to calculate dividend yield.
How To Calculate Dividend Yield | What is a Dividend ?
It is the distribution of a part of a company’s profits to shareholders.
How Do Dividends Work
Dividends are paid out in addition to any increases in the value of the business’s stock, and they are intended to compensate shareholders for their investment in the company.
Companies in some industries are well-known for paying dividends, and dividends are more prevalent among established businesses that can afford to retain a portion of their profits rather than reinvesting them entirely back into the company.
Companies may pay exceptional, one-time dividends, or they may pay dividends on a regular basis, such as once a quarter or once a year, depending on their financial situation.
Preferred Stocks Advantage
One of the major advantages of preferred stock is that it pays regular dividends on a consistent basis, although common stock may also pay regular dividends on a consistent basis.
Dividend payments, on the other hand, are not guaranteed, in contrast to bond interest payments.
When the economy is in a bad state, companies may force to reduce or even discontinue dividend payments.
What is Dividend Yield?
What is dividend yield?
The dividend yield of a company is the proportion of profits it pays out in dividends each year for every dollar invested.
For example, if a company’s dividend yield is 7% and you hold $10,000 of its shares, you would receive a $700 yearly payment or $175 in quarterly installments if you held the stock for the whole year.
Companies, on the other hand, often pay dividends depending on the number of shares you hold rather than the value of the shares you own.
As a result, dividend yields change in accordance with the current stock price of the company.
Many stock research tools provide you with the most recent dividend yields, but you may also compute dividend yields manually if you want.
How To Calculate Dividend Yield?
How To Calculate Dividend Yield?
If a stock’s dividend yield isn’t expressed as a %, or if you’d want to determine the most recent dividend yield percentage, you can use the dividend yield formula for determining the yield percentage.
Divide the annual dividends paid per share by the price per share to arrive at the dividend yield.
Dividend Yield = Annual Dividends Paid Per Share / Price Per Share
A dividend yield of 3.33 percent would be achieved. For example, if a company paid out $5 in dividends per share and its shares were now trading at $150 each.
There are a number of different methods for determining a company’s yearly dividend payout:
Annual Report
The yearly dividend per share is generally disclosed in the company’s most recent complete annual report.
Most Recent Dividend Distribution
To calculate the annual dividend, multiply the most recent quarterly dividend distribution by four to obtain the quarterly dividend payout for the previous year.
Trailing Dividend Method
A more detailed view of companies with fluctuating or irregular dividend payments may be possible by adding the four most recent quarterly payouts together to obtain the yearly dividend payment.
Please keep in mind that the dividend yield is rarely constant.
It might vary even more depending on the technique you employ to compute it.
What Is the Importance of Dividend Yield?
One of the most important reasons to understand dividend yield is to assist you to choose which stocks will provide you with the best return on your dividend investment dollar.
However, there are a few additional advantages to consider.
It is simple to compare stocks based on dividend yields
For income investors, it is important to analyze and pick stocks depending on which companies offer the greatest dividends per dollar of invested capital.
A less useful statistic is the absolute amount of dividends you get per share.
Because the stock values of different companies might fluctuate considerably.
Companies A and B, for example, both pay an annual dividend of $2 per share on their common stock. Company A’s stock, on the other hand, valued at $50 per share.
But Company B’s stock valued at $100,000 per share.
In contrast, Company B’s dividend yield is just 2 percent, implying that Company A may be a superior investment for income investors in comparison to Company B.
Increasing dividend yield indicates the company is financially healthy
Generally speaking, when a business chooses to increase its dividend—and, as a result, its dividend yield—this indicates to investors that the company is doing well because it can afford to distribute a greater portion of its revenues to shareholders.
Generally speaking, older, more mature companies in established sectors are more likely to pay regular dividends. Moreover, to offer higher dividend yields than younger, less experienced companies.
Meanwhile, newer, faster-growing companies are more likely to reinvest their revenues for future expansion. Rather than paying out a dividend to shareholders.
Dividends increase the value of your investments
Your investment gains the benefits of compounding when you reinvest your dividends. Rather than cashing them out every year or quarter.
Compounding effects have the potential to significantly increase your profits over time.
According to a recent analysis from Hartford Funds, reinvesting dividends has been responsible for 78 percent of the overall gains of the S&p; P 500 from the beginning of 1970.
The Risks of Investing in Stocks with High Dividend Yields
A high dividend yield is not always a favorable indicator of a company’s health. In fact, an unusually large yield may be a warning sign that something is wrong.
Is High Dividend Yield Always better?
This might occur for a variety of causes, including:
The stock price of the company has just dropped precipitously.
If the price of a company drops dramatically but the dividend did not reduce, the yield on the stock may appear to be high.
Illustration
Consider the case of a company with a stock price of $60.
And a $2 yearly dividend per share paid out on each share.
If the stock’s price falls below $20, the dividend yield more than doubles to almost 10% of the stock’s value.
This yield may appear to be quite attractive at first glance. But upon closer inspection, it indicates that the company is in serious difficulty.
As seen by the company’s share price’s precipitous decline.
This indicates that a dividend cut or cancellation may be on the way in the near future.
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The company is seeking to entice investors by offering a large dividend payout to them. Some companies attempt to raise their stock prices by raising their dividends. In order to attract new investors to their shares.
Some investors may want to purchase shares as a result of the high dividend yield. It will cause the stock price to rise.
However, if the company is not financially sound and cannot afford to maintain the larger dividend payments.
This dividend payout—and the resulting gain in stock value—may not be sustainable.
Stocks with the Highest Dividend Yield
High dividend yields are possible in dividend aristocrats, which have continuously increased their dividend distributions over decades.
As well as companies in the following industries:
Utilities
Electricity and water companies, in general, payout large, steady dividends.
Even natural gas companies have historically paid out dividends that were pretty large and consistent.
Consumer Staples
Companies that provide consumer staples frequently have dividend programs that have been in place for a long time.
In reality, many of the dividend aristocrats are companies that manufacture basic staples.
Telecommunications
Companies that provide telephone and internet services frequently pay out large dividends to their shareholders.
Energy
Companies that provide energy frequently offer greater dividend yields.
This is due in part to the fact that many are MLPs, which require to distribute all of their income to shareholders in order to preserve their tax-favored status.
Real estate
Real estate investment trusts (REITs), like master limited partnerships (MLPs), must transfer virtually all of their income to shareholders in the form of dividends in order to maintain their tax-exempt status.
FINAL THOUGHTS
When a security’s dividend yield is measured in relation to its stock market value per share, it is known as the dividend yield (also known as the dividend payout ratio).
The dividend yield formula, in other words, determines the proportion of a company’s market price of a share.
More specifically, paid to shareholders in the form of distributions.
When analyzing stocks for investment objectives, a high dividend yield can be a useful metric to consider.
However, it is not necessarily indicative of a successful business.
Always go beyond the figure at a single point in time, and make sure to take a long-term view of the industry.
And the company’s dividend yield in addition to the number.
The fact that there is some regularity and that it is not simply a one-time fluke is important to know.
As of today, most of the economies of the world, including the American economy, are defined by compounding investment returns.
At one end of the scale, much of the U.S. retirement system currently relies on individual 401(k) accounts. Workers make many investments and reinvestments over the course of their employment. More specifically, with the goal of finally cashing out when they retire.
What are Compounding Investment Returns?
Compounding Investment returns is the ability of an asset to create earnings, which are then reinvested or remain invested with the objective of creating their own earnings, that is referred to as compounding.
To put it another way, compounding refers to the process of creating earnings from past earnings.
Compound returns are when the value of your investment rises as a result of both the initial capital and the returns created by that investment. It is another way of describing investment returns.
How Does Compounding Investment and Returns Work?
To understand how compounding investment and returns work, consider the following scenario:
You make a $1,000 investment that returns a 10 percent yearly compound rate of interest. At the end of the first year, you would have $1,100. It included the original money you invested plus a $100 return on your investment, representing a 10 percent return.
The amount you would have at the conclusion of the second year is $1,210.
You would have $1,331 at the end of the third year, $1,464 at the end of the fourth year, and $1,610 at the end of the fifth year if you kept going.
Because the interest rate compounded annually, your account increased in value by more than $100 per year.
It applied to the account’s whole value, which included both the capital and any profits or losses.
As a result, you received 10 percent of $1,000 in your second year, 10 percent of $1,210 in your third year, and so on.
Chart of Compounding Investment and Returns
Generally speaking, the mechanics of compound returns are rather straightforward.
When you make an ordinary income-generating investment, the holder of that investment gives you a check when the investment creates money for him or her.
For example, when a bond pays interest, the bond company may send you a check for the amount equal to the interest rate paid.
Compound Investment and Income
A compound return investment produces income as well as capital gains.
However, in contrast to a traditional product, the holder of the investment retains the income generated by the investment.
Moreover, adds it to the principal invested by you.
Afterward, when it is time to compute your return on that investment, the new value of your account is used as a foundation for the computation.
This procedure repeats each time the asset earns a return on its investment.
Consequently, if you are paid quarterly, the company reinvests your money and recalculates it four times each year; if you are paid yearly, the company does it once per year; and so on.
What Is the Value of Compound Investment Returns?
Compound Interest Vs Simple Interest
Compound returns are one of the most lucrative investment forms available. As well as one of the most expensive types of debt available in the whole field of finance.
The importance of compound interest is so widely recognized that an apocryphal quotation is ascribed. Einstein describes it as “the most powerful force in the universe.”
Take, for example, our previous example.
We have deposited $1,000 into a checking account that earns 10% annual interest.
Let’s pretend it’s part of a retirement plan, and we leave it alone for the next 40 years.
When we retire at 65, the money we put down in our mid-20s will have grown to more than $45,000, thanks to compound interest.
In addition, our case is a little improbable.
It is substantially more probable that this investment would multiply quarterly.
Resulting in a total value that is slightly shy of $52,000.
A single impulsive investment made when we were 25 years old can now supply us with a whole year’s income.
Especially, in our golden years.
That is the power of compounding.
Compound returns may provide you with some of the greatest investments available in the market if you are investing for the long term.
In the near run, they are frequently not extremely valuable assets.
Compound return investments, on the other hand, will seldom deliver the type of speculative returns that, for example, a rocket stock may bring.
However, compound investments have the potential to generate considerable growth over time since the value of the investment grows by adding (literally compounding) upon itself.
How Do Investment Products offer Compound Returns?
In order to generate compound returns, an asset must fulfill a few fundamental requirements:
Dividends, interest, or some other kind of income stream must be paid to the asset’s owner in order for the asset to be considered a successful investment.
It cannot be an asset whose worth is only appreciated when the asset is sold or otherwise transferred.
Those returns must be reinvested back into the underlying principle that was utilized to compute your gains by the investing company.
The use of financial products can do this in a variety of ways.
Interest Payments
This is the example that we’ve used throughout this post to illustrate our point.
The investment will generate a fixed rate of return computed on the basis of the underlying principle, and any profits will add to this underlying principle in order to raise the rate of return.
Asset Holdings
In this case, the investment is based on a collection of assets, such as a stock portfolio, and it derives its value from any income provided by the assets in the collection.
All profits reinvested in the acquisition of more assets, therefore expanding the number of holdings that are capable of generating income on a continuing basis.
Which Investment Products Provide Compound Returns?
Compound returns are available through a variety of investment options. Some of the most often encountered are as follows:
Mutual Funds
A large number of Mutual Funds offer compound interest.
The most typical structure, in this case, is for the fund to invest in equities that pay dividends to investors.
It then utilizes those dividends to purchase further shares of stock.
Resulting in you receiving even more dividends during the following cycle (since you hold more shares).
Exchange Traded Funds (ETFs)
ETFs with compound returns are also widely available.
They function in a similar way to mutual funds in that they generally invest in dividend-paying equities.
In exchange for your dividends, the fund purchases additional shares of stock on your behalf. Rather than issuing you a cash check.
Your dividend check grows in size the next time the stock pays its owners.
Moreover, the ETF reinvests the extra money into your account.
CDs with compound interest are certificates of deposit that pay a fixed rate of interest that compound on regular basis.
Moreover, they have a specified maturity date.
It functions in the same way as our previous example.
Every time an interest payment incurs on a CD, the bank immediately adds that payment to the underlying principle.
When the CD matures, you get the whole amount you invest.
Zero-Coupon Bonds
A zero-coupon bond is a type of bond that pays compound interest, with the rate of interest, the repayment schedule, and the date of repayment all predetermined in advance.
The face value of the bond represents the amount of money it will be worth when it matures. When you acquire a bond, you pay the bond’s face value today.
It is equal to what the bond’s face value is worth.
How Can Investors Receive Compounding Returns?
Simply defined, compound interest is beneficial to investors, although the term “investors” can refer to a wide range of people.
In the case of financial institutions, compound interest is beneficial when they lend money and then reinvest the interest they get in the form of further loans.
Those who have bank accounts, bonds, or other assets will also profit from compound interest. Since they will earn interest on their money over time.
In addition, while the term “compound interest” incorporates the word “interest”.
It is crucial to highlight that the idea extends beyond instances in which the word “interest” commonly employed. More likely, bank accounts and loans.
Compounding Investment Returns – Final Verdict
Probably the most exciting part of the power of compounding is that your investments generate interest.
On both the initial money and the interest that you already earned on your investments.
Overall, the force of compounding allows you to develop a large foundation of profits that add to every cycle, allowing you to make more money.
To be a successful investor, you must understand that the strength of compounding comes in its capacity to reinvest the profits made on your initial investment.
In other words, you should avoid attempting to take your profits at any point throughout the investing term prior to the end of the period.
Alternatively, you would run the danger of restricting the growth potential of your profits. It is due to the power of compounding on your investments.
The investment plan and time period that you choose should reflect your financial objectives. As well as your capacity to invest.
The greater the distance between you and your objective, the sooner you must begin investing. In order to have enough time to build the necessary quantity of cash.
Being in an investing world, everyone almost once in their lifetime comes across this question in mind, “what is automatic investing.”
Investors have a wide range of options with which to make decisions about their money, which has caused a rise in the number of automated investing tools.
What Is Automatic Investing?
Automatic investing solutions allow you to set up periodic investments to an investment account without having to do anything manually.
Automatic investment plans, often known as AIPs, may also assist investors in growing their portfolios, staying on track with their financial goals, and making use of the power of compounding.
In order to set up an automated investing plan, you must first determine the amount and frequency of contributions you want to make.
If your time horizon, risk tolerance, or objectives change, you can quickly evaluate and alter your strategy as needed.
It is possible to have money taken from your paycheck, checking account, or savings account and then put it into your investment account, depending on the sort of automated investing plan you have set up for yourself.
Understanding the Concept of Automatic Investing
One of the most effective methods to save money is to set up an automatic investing plan. A multitude of market mechanisms has been developed to assist in the facilitation of automated investment plans.
Employer-sponsored investment accounts allow investors to make contributions through their employer by setting up automatic withdrawals from their paychecks for investment in employer-sponsored investment accounts.
A personal account can be set up to make automatic withdrawals from it if the individual so desires.
How Can You Start an Automatic Investment Plan?
Invest Percentage, Not A Dollar
Before you begin an automatic investing plan, make the decision to invest a percentage rather than a specific cash amount.
As your salary rises, you should raise the amount of money you put aside. A percentage will allow you to invest a sufficient amount of money without compromising your financial situation.
If you follow my advice, which means you are debt-free and have an emergency fund of three to six months’ worth of costs, you should invest 15 percent of your gross family income—not counting any matching funds you may receive from your 401(k) (k).
Consider the following scenario: your household income is $60,000 per year. If you set aside 15 percent of your income for retirement, you’d set aside $9,000 a year, or $750 per month, for your retirement.
$60, 000 x 15 percent = $9,000/12 months = $700 each month for retirement savings.
However, if you receive a raise in the coming year, your monthly retirement contribution should not continue at $750. Instead, continue to invest 15 percent of your salary each month so that your monthly contribution grows in tandem with your income.
Set up A Direct Deposit
Please ask your employer to assist you in setting up direct deposit if you haven’t previously done so.
You want your contributions to your retirement accounts—IRAs, 401(k)s, and 403(b)s—to be automatically moved from your paychecks to your accounts in order to prevent the temptation to “accidentally” spend your money without a strategy.
You may set up your IRA or 401(k) to automatically remove money from your bank account if your company does not provide direct deposit for your paychecks. It is important to note that I will return to this later.
Determine Retirement Options
If your workplace offers a retirement plan, such as a standard or Roth 401(k), your employer may be able to automatically move your investment amount into your 401(k) without your knowledge (k). It will only take a few signatures on some papers for it to happen.
Once again, be certain that you have selected the proper percentage (we recommend 15 percent) as the automatic transfer amount rather than a fixed cash amount.
It is possible to put the full 15 percent of your income into a Roth 401(k) if your company offers this choice. If they provide a traditional 401(k) with a corporate match, we propose that you use a Roth IRA in addition to the regular plan.
Set Up Automatic Contributions or Withdrawals
If you plan to contribute to a Roth IRA, you will need to complete the same paperwork that an employer completes for a 401(k).
With a 401(k), you tell your company what percentage of your salary you want to contribute, and they do the rest of the calculations.
With a Roth IRA, on the other hand, you must compute the contribution amount yourself in order to determine how much money to invest each month in the account.
When a result, it will be your responsibility to raise your contribution amount as your income increases in order to maintain the 15 percent rate.
In accordance with the options provided by your company, you will either set up automatic payroll deductions or automatic bank account withdrawals from your account.
Automated Payroll Deductions
It is possible that your company will offer to have money taken from your paycheck. In order for you to contribute to your Roth IRA.
It is possible that you may need to ask your Roth IRA contact (the custodian) for a routing number. Moreover, an account number in order to complete this process.
As soon as you’ve obtained these documents, you may set up automatic payroll deductions to deposit a certain amount of money from each paycheck to your Roth IRA.
Automated Bank Withdrawals
Instead of setting up payroll deductions through your employer, you may request that your Roth IRA custodian set up automatic withdrawals from your bank account each week or each month.
However, double-check that the transfer dates are scheduled after you have been paid. Otherwise, your contribution may be withheld from your account before your paycheck is received. It might result in financial difficulties with your bank.
Automatic Investment Plans for Individuals
Individuals who do not participate in employer-sponsored automatic investing plans have a plethora of choices in the financial market to select from.
A universal feature of every accessible investing account is the ability for investors to set up automated investment schedules.
Retirement accounts and brokerage accounts are two of the most prevalent types of investment accounts where automatic investments are available.
Some retirement accounts provide incentives to investors who want to automate their investing decisions.
As an alternative, many investing platforms have the option of storing automatic investments in a money market account. Here the money earns interest until the money is allocated to other types of assets.
A dividend reinvestment plan is one type of AIP that you can use to assist increase assets in single stocks.
What To Know about DRIPs ?
Investing in dividend reinvestment plans (DRIPs) allows investors to automatically reinvest their cash dividends into new shares or fractional shares. In the underlying company on the day of the dividend payment.
It can refer to any automatic reinvestment arrangement established through a brokerage or investment business. But it is most commonly associated with a formal program. This program is given directly by a publicly listed organization to its current shareholders.
Automatic Investing with Roboadvisors
Many new alternatives for automated investment, referred to as roboadvisors, are being developed in the rapidly expanding fintech industry. Moreover, it is seeing rapid growth.
Micro-investing platforms are provided by fintech businesses, which allow investors to make automated deposits in tiny amounts over time. Acorns are a good illustration of this.
Using a bank account connection, the site invests leftover change (round-ups) from each purchase in an investor’s chosen investment portfolio. Managed by the platform itself.
The roboadvisor platforms Wealthfront and Betterment are both well-known names in the industry.
Automatic Investing with RoboAdvisors
They are more likely to use passive investing methods guided by modern portfolio theory (MPT) to optimize asset allocation weights. In order to maximize anticipated return for given risk tolerance and then to maintain the balance of those portfolio weights.
Robo-advisors vary by their ultra-low fees and extremely low minimum investment amounts required to get start. Allowing even novice investors to build optimal portfolios with tiny initial investments.
In many respects, they are also set-it-and-forget-it, which means that everything is completely automated.
What are the Benefits of Automatic Investing?
Benefits of Automatic Investing
Dollar-Cost Averaging
As an alternative to attempting to “timing the market,” dollar-cost averaging allows you to invest a certain amount. Regardless of how much the market is fluctuating in value. We’ve detailed some of the advantages for investors in this article.
Set it and forget it
Once you have begun to develop a portfolio, it may take some time before you are able to continue to add to it.
For example, Hatch’s auto-investing puts your money to work for you. Whether or not you have time to log onto the platform. Investing can become completely automated if you set up an automatic payment in your online banking account!
No More Waiting
In order to increase their portfolio, many investors set away a percentage of their earnings on a weekly basis.
If you make frequent automated transfers into investing plan, you may dollar-cost average the exchange rate over time. Rather than accumulating funds in a low-interest savings account.
If you have money in your account, you can instantly put it to work generating dividends through the money market fund. When there is enough, you can automatically invest in the businesses and ETFs you selected. All without you having to do a thing.
Develop Better Investing Habits
Investing on a regular basis allows you to gradually increase the value of your money.
Not only does it alleviate the anxiety of making large one-time investments, but it also assists in making the process of increasing your money a regular part of your financial planning.
Some investors have found that automating as much of their investment as they can help them keep to their regular investing routine.
It takes little effort to develop your portfolio if you set up an automatic transfer of $100 into your account. You can also have auto-investments set up.
It is surprising that how quickly those modest sums may pile up over a period of time! Obviously, shares are not the same as savings; their value will fluctuate, and they will not constantly increase in value.
Instills A Sense of Discipline
While it is possible for someone to save regularly at the end of each month, there are times when a scenario arises that necessitates him using his investment amount, therefore destroying his savings habit.
For example, an unexpected emergency might arise, necessitating the need for more money. Despite the fact that the emergency was a more pressing problem, it would prevent him from accumulating money.
If the individual had already withdrawn his or her funds, his or her behavior would have remained consistent and unchanged. This would have secured his ability to arrange his financial future.
Individuals learn to manage from the cash they have put aside for expenses as a result of auto investing at the beginning of each month, which instills discipline in them.
Sort Your Expenses Into Categories
Following the completion of your monthly expenses, saving or investing is not suitable. This is due to the fact that if you spend first and save afterward, you will be unable to allocate a consistent quantity to this corpus of money.
It should be noted that savings should always be taken from income before costs are fulfilled. It would be practical in this situation to create an expense chart at the beginning of each month.
This would assist in eliminating unnecessary expenditures from the budget planning process. Moreover, prioritizing the required costs on the crucial list.
In addition to the investment amount, one should set aside 10 percent of one’s salary for unexpected costs. In addition to the investment amount.
So it is advisable to list your monthly costs, including emergency money. Then invest a predetermined amount at the beginning of each month to ensure a steady stream of income.
Reduces Risk Factors
Investing in automatic mode allows you to ride out market-related risks more comfortably. When a person invests a large quantity of money in a single transaction, they face the danger of suffering a significant loss or experiencing again.
This approach is not suitable due to the significant degree of uncertainty in the outcome.
By making regular contributions through a Systematic Investment Plan (SIP), you can minimize the dangers associated with stock market fluctuations.
In order to keep the amount invested secure from market fluctuations, to keep it balanced. To ensure that the investment grows economically, it is good habit to fund the amount invested on a regular basis.
You can meet your wealth-building objectives easily if you follow this strategy.
CONCLUSION
Now, you are well aware of automatic investing. Despite the fact that you are saving time by using automated investing tools, make it a frequent practice to check on your investment portfolio.
Reconsider your investing strategy and asset allocations, maybe with the assistance of a financial advisor. To ensure that your investment decisions are consistent with your financial objectives.
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Looking for a successful option strategy to help take your trading to the next level ?
This step-by-step-tutorial will showcase our most successful options strategy.
By the end of this, you will learn how you can leverage it by applying the techniques to an infinite number of opportunities.
What Is a Successful Options Strategy ?
You may have been trading option for a while or you are just a beginner in your trading journey.
The one elusive thing about trading in general and especially option trading is consistency
Or the lack there of.
You most likely have your own story of beginner luck or a stretch of time where you have made money trading options.
This can happen to anybody.
However, the challenge is to be able to sustain such results over a long period of time.
By the end of this tutorial, you will learn how to come up with a successful option strategy that you can emulate to make money consistently.
What determine the success of a strategy ?
So, let’s take the time to answer this question.
The single most recurring questions I get on my social media interactions with traders curious about my services is:
What is your winning % ?
As important as the answer of this question may be, I would like to suggest that a winning percentage does not tell the whole story about a successful strategy.
Let’s me break it down in easy terms.
A winning percentage can be very high like 80% and above.
However if each time the amount you win is not high enough the effectiveness of the option strategyis not really captured in the winning percentage.
On the other hand, imagine an option strategy that win maybe only 55% of the time but each win brings in three times, 4 times or even higher you initial investment.
Successful Trading Trade Alerts Average Weekly Move per Stock
Of the above two strategies, which one you would prefer to trade with ?
Therefore, next time you evaluate the effectiveness of an option strategy, do not simply stop at the so-called winning percentage.
It is very important to find out the type of profits an option strategy generates over a long period to determine how successful such option strategy is.
Why Do you need a successful option strategy ?
If you have not found out by now in your option trading career then good for you .
Because you will be able to learn from this point on going forward the importance of having a successful option strategy.
To become a successful option trader, youwil lneed at least one successful option strategy.
If you do not have any, chances are you will spend a lot of time following the Gurus of social media until you run out of money or discouraged about this endeavor.
Therefore, it is imperative to get achieve this goal as soon as possible.
How will you know that you have a successful option strategy ?
Well, how about the fact that you would have tested that option strategy in different market conditions and managed to make money consistently.
Anybody can make money trading options in in a very bullish market like the one we have had in 2017, and 2020.
The challenge is what happens when the market conditions are not as obvious ?
Who need a successful options strategy ?
Hence beginners traders re the first group of traders who need proven successful option strategies.
This will preclude them from jumping around from our Discord room to another not knowing exactly what they have waisted so much money buying expensive options for very little to no profits.
Another group of traders who can really use a successful option strategy are those who would like to take their trading to the next level.
You Don’t Need TO Be In The Money To Make Big Money
I often use this phrase without explaining what it fully means.
NExt Level means you want to thrive by increasing your gains.
You may be doing okay right now and looking to excel.
Why ?
To gain financial freedom. To be able to support your family without having to trade your time for a paycheck at the end of the week.
Being successful in option trading will bring you the such of lifestyle you have always dreamed of.
Spending your time with the people you love the most without the constant worry on how to pay for life expenses.
Should you recognize yourself in the above description, keep reading because this discussion is a life changing one.
Successful Tradings Most Successful Option Strategy Overview
As an option trader, you will get the opportunity to see trends in the markets.
Such trends will enable you to take advantage if you are smart enough to study them an apply the results accordingly.
How Did it come about?
That is exactly what I did back in 2016.
I noticed that on expiration days Fridays, certain stocks had the propensity to go up.
But I did not really know at first how to take advantage of these trends.
I conducted a multi year study to get confirmation of my observations.
This is done through some back testing in order to ensure the effectiveness of the strategy.
How Much Does it Cost To Trade our Successful Options Strategy ?
The beauty about this strategy is that because of the proximity of the Expiration, the cost of the options is very small.
I do not know about you but the ability to control my Risk in any option trade is the most essential feature I aim for when trading options.
Typically, a contract cost in this successful option strategy wil lalways be less than 30- 35 cents.
This means that you can invest in this strategy with less than $35 !
This is a far cry away from some of the option cost I see on social media that require you to risk hundreds of dollars for just one single contract !
Start Trading our most Successful Options Strategy
I am still amazed by the many stories I hear from traders in our Discord Channel on how expensive the options they have been trading from their previous subscriptions.
Clearly, you will have to go through a paradigm shift since my motto in trading the most successful options strategy is a follows:
You Don’t Need TO Be In The Money To Make Big Money.
Our numerous10-baggers win are a great Testament to that.
You can catch them on our YouTube Channel to see for yourself.
How Much Time Do you need to Master our Most Successful Option strategy
If there was a metric for efficiency related to how much time it takes to make money, then this option strategy would rank very very high.
You see, all it will take you to trade this option strategy is about 15 minute every Thursday in the last 30 minutes before the market closes.
That is it.
How To Execute this simple trade ?
Every Thursday inside the Subscription channel called Friday No Wahala, I will provide you a very simple, clear and easy instruction that looks like this one below.
Simple Easy Instruction on How To Trade Successfultradings Most Successful Strategy
From there, you can take all of these 3 swing trades overnight.
The results are often as spectacular as the ones depicted recently on FCX 36 Calls with over 400% profit in less than 24 hours.
No too bad, huh ?
What Is the Performance of Our most Successful options strategy ?
I have taken the time to backtest this successful options strategy over multiple years.
Hence we can trade it with great confidence in any type of market conditions.
This means that it does not matter if the market is bearish or bullish.
As long as there is some type of volatility, this strategy has proven to be very lucrative over the years.
The study spans over multiple years starting all the way back in 2016.
On Fridays expiration, I counted the number of times each stocks moved in the bullish direction by more than 1.5% just on that day alone.
Here is the summary of the results in the table below to be able to track the year over year efficacy of this option strategy.
Year over year Performance of Successful Options Strategy from 2016 to Present
How To Read the Performance of this Option Strategy
Each row represent how at specific has performed under this strategy from 2016 topresent.
The number over the corresponding year is the number of times in that year the stock gained more than 1.5% on Fridays. Let’s call this our bullish condition.
There is a maximum of 52 Fridays each year.
In 2020 for instance, there were only 49 Fridays. SO the last two columns represent the percentage of time our bullish condition was met.
For the first stock in the list, 22 Fridays in 2020 out of 49, US Steel (Ticker:X) managed to gain more than 1.5% between the open and the High of the day.
Why 1.5% ?
Based on my study, 1.5% gain on the underlying stock on expiration Friday generates about 100% gain on the option.
Now I will leave it to you to imagine how much profit in option trading when the stock gains more than 2.5% , 3% or even more.
So far in 2021, X has met the bullish conditions more than 80% of the time with 6 months still to go.
What Are Traders Saying about our Most Successful Option Strategy
Since I introduced this successful option strategy, a great deal of traders have been taking advantage of it to make money consistently.
Here are a few reactions to give you an idea about the effectiveness of this strategy.
500% Profit Reported by Trader in Successful Tradings Discord Room
Another amazing feedback I received was from a trader who watched my YouTube pre-market show .
He followed along my recommendation on this option strategy and here were his results.
I was able to pay for your subscription with earning from the pre-market session info.
I got into DKNG and TGT and they paid off.
I may end up upgrading to the yearly if I get the hang of it properly.
I got into about 7 over the last 3 days and all but two have turned 100%.
One is PAYA and the other is my fault I did not get in on both sides of the trade (JD).
It moved to fast in the opposite direction of my first order and I stalled to get in on
the other side (I spend too much time looking for one out of the money and they just
continued to rise in price to the point it stalled a little and so I just didn’t get in)
In the above testimony, this trader made so much money on this trade, he immediately subscribed so that he can get further insights into our other strategy.
How To Find More Successful Options Strategies
If you are still reading so far, you may be thinking that the stocks I trade must have some type of special characteristic to generate such consistent results and profits.
However, the truth is that they do not.
What if I told you I can teach you how to find numerous stocks with similar properties you can leverage to make consistent successful options strategy.
Come Learn with Successful Tradings Community
I am inviting you today to open your mind to the possibilities of deriving your very own option trading strategy for the years to come.
The approach I take is very much hands on where there is no guessing and I will be by your side every step of the way.
No Skills Needed | I will Coach You From A to Z
Coaching is the very essence of my belief here at Successful Tradings.
The secret is setting up your very own successful trading strategy is through quantitative analysis.
I have been teaching many traders about it so far.
Here is an example of what that looks like for a stock such as JD.
It does not take that much time to come up with the above study as start using it like the trader who inspires this.
Miss JLU from New York made 200% on JD options on Tuesday by just applying the content of tat study. And you can Do It Too.
FINALTHOUGHTS ON MY MOST SUCCESSFUL OPTIONS TRADING STRATEGY
This Tutorial on our Most successful Options Strategies showed how you can leverage easy and simple Quantitative analysis to create your own consistent option strategy.
In the meanwhile, you will be trading the very one I presented here that only require less than 15 minutes each week on Thursday for very consistent jay dropping explosive profits.
One of the most important tools you need to succeed as an investor is the right information. To make well-informed investment decisions per time, you need to stay updated on the latest market trends and investment newsletters. And, you don’t just need the right investment information; you need to get it timely enough too.
This is where subscribing to investment newsletters comes in handy. Apart from providing useful information, some newsletters also offer tips and recommendations on the right investment moves for their users. We’ll show you the top 10 best investment newsletters you can trust for the investment information you need.
Best Investment Newsletters – How Investment Newsletters Work
Investment newsletters primarily provide information about investment commodities such as stocks and their different markets. Most of these financial markets are driven and influenced by various kinds of information, and it might take some hard work to find these information.
Investment newsletters make these important information handy to investors and everyone interested. So, if you subscribe to the right newsletter, you will minimize the stress of sourcing information by yourself.
While some newsletters offer information and services on various markets, many others focus on some particular niche. So, one newsletter may cover the stock, forex, and crypto markets, while another may just specialize in stocks.
What To Consider When Choosing an Investment Newsletter
To be sure you’re choosing a suitable newsletter, there are certain criteria you should have in mind. These factors include:
#1. Suitable and Feasible Recommendations
Before you subscribe to any newsletter, find out the kind of services they offer and whether they match your investment goals. Do not just follow a newsletter because they seem good; ensure they’re suitable for your style.
For instance, if you’re a short-term trader, it might not be useful to follow a newsletter that offers long-term trading tips, and vice versa. If you are trading with small capital, it might be risky to follow the investment recommendations of a newsletter for high capital investments.
#2. Trusted Success History
Virtually every investor desires to beat the market and earn high returns. To achieve that, look for newsletters that have a proven track record of success. They should not just tell you what to invest in; they should also tell you why, backed up with verified data and stats.
#3. Affordable and Profitable
Of course, you would not want to break the bank for newsletters. Look for the ones that offer great services at affordable rates. Check for transparency in pricing too, so you wouldn’t have to battle with hidden charges later.
Now, let’s consider the top 10 best investment newsletters and why each may be suitable for you.
Top 10 Investment Newsletters #1. The Motley Fool
To put it simply, the service presents you with some investment suggestions on a regular basis. Consequently, the purpose of this evaluation is to assess whether or not the stock adviser is a good investment of your money.
Perhaps the most notable thing about the Motley Fool is their tested and trusted long track for success. As state on their website, recommendations from the Motley Fool Stock Advisor have been beating the market since 2002.
Key Features of Motley Fool Stock Advisor
Once you become a member, you will have access to a wide range of tools. They will assist you in making informed investing decisions. For example, you will have access to a variety of current and historical top stocks that are worth investing in.
The average stock pick from the Stock Advisor has returned over 590% while the Rule Breakers have returned over 300%. This means both of them have outperformed the S&P 500 for some years now.
Investment Knowledge
The stock adviser members-only site is a swarm of activity, and it’s easy to see why. There is a wide selection of instructional information available on this page. It can assist you in making smarter financial decisions.
As you are well aware, education is a very vital component for any trader who wants to maintain their abilities.
It is easy to learn about new investing techniques while also obtaining ready-made stock recommendations through the Fool’s tools and resources.
Built-In Alerts and Stock Management Tools
Stock Advisor at Fool.com offers more than just investing advice; it also offers other services.
And today, owing to the incredible power of contemporary technology, it is feasible to build a one-of-a-kind portfolio of equities if you join a mutual fund. On some websites, this portfolio means a watch list, which is a similar concept.
Collaborative Environment For Increased Productivity
This group is quite well-managed on the Stock Advisor website.
This may not be the busiest chatroom available on the market. But it surely attracts a reasonable amount of attention and participation.
Motley Fool Stock Advisor Newsletter
How The Motley Fool Works
The Motley Fool provides information and recommendations on long-term investment ideas and strategies. They offer two popular newsletters: the Motley Fool Stock Advisor and the Rule Breakers.
The Motley Fool Stock Advisor recommends stocks of companies that are well established with proven results such as Tesla, Amazon, etc.
The Motley Fool Rule Breakers helps you identify stocks that have a high potential for future growth. It’s a long-term-based newsletter, so you can invest in those stocks and be sure you’re going to earn high returns in the long run.
Both packages showcase strong transparency too. They do not just show you their picks, they also provide factual reasons why they make the choices. And another perk is that you can reproduce their results by yourself.
Pricing
Both the Motley Fool Stock Advisor and the Motley Fool Rule Breakers cost $99 for the first year. That’s about $1.90 weekly, and that’s quite a fair price for the trusted high-quality service they offer.
If you find this newsletter attractive, you can watch thethe video review below.
Motley Fool Stock Adviser Review
#2. Mindful Trader
The Mindful Trader is a short-term based investment newsletter that recommends daily stock picks based on data-driven analysis. The company owner, Eric, claims to have invested several years of research and cost to develop the strategy you can now trust.
This newsletter recommends day-trading which normally takes within 5 to 10 minutes to follow. They also offer short-term buy-and-hold investment ideas which usually last for a few days.
How Mindful Trader Works
The Mindful Trader releases about 3 to 5 ideas daily. The newsletter delivers its content to the users via mail. The mail usually contains the perspectives behind the content and the investment plan for each day.
The Mindful Trader also tries to keep a good level of transparency as the outcome of the stock picks since it started is displayed on the website.
Pricing
Access to the Mindful Trader Newsletter costs only $47 per month.
Best Investment Newsletters |#3. Finimize
Finimize sends you short summaries of financial news in their top two stories of the day known as the Daily Brief.
The newsletter does not explicitly make you buy any particular stock. Rather, it provides you with information so you’ll be able to make your own decision.
The Daily Brief newsletter is usually not more than 500 words and is free.
However, if you subscribe to their premium plan, you’ll have access to a more robust service. This service features advanced offers such as detailed daily reporting, premium meetup, an audio version of their content, and other perks.
Pricing
You can access the Finimize Daily Brief for free, but a subscription to the premium services costs a charge of $79.99 per year. You can have a taste of what to expect from the premium service through their free 7-day trial.
#4. Trade Ideas
The Strength Alerts index newsletter offered by Trade Ideas provides you with 5 new ideas for your trades every Sunday. They supply these trade ideas from their model portfolio using their advanced statistical analysis and high-performance algorithm.
One major benefit of this newsletter is that you will get the alerts for the trade delivered to you on Sunday ahead of a new trading week. The trading information they supply is based on the expert analysis of Michael Nauss, an experienced Chartered Market Technician.
The TI Strength Alerts index newsletter costs only $17 per month. The company also provides a free Trade for the Week newsletter for their subscribers.
#5. Forbes
Forbes newsletter has gained massive popularity and usage due to the wide range of services it offers. Since 2000, Fines Investor has reportedly performed three times better when compared to the S&P 500.
How Forbes Newsletter Works
Forbes does not offer a general investment newsletter. Rather, it divides its service into different categories such as stocks, Options, Funds and ETFs, Income and Safety, Economic Analysis, etc.
Each of these newsletter categories has an expert who writes them. So, it provides an easy way to leverage the expert knowledge of experienced investors and analysts. Another great benefit is that it allows you to choose and focus on your particular area of investment interest.
Pricing
The cost of the newsletter subscription varies with different categories. Different payment plans apply to different categories too. So, you can decide to subscribe quarterly, annually, monthly, etc., depending on what’s available for the category you want.
The pricing ranges from as low as $18 to as high as $995 depending on the payment plan. It also features the Forbes Elite Investor plan which costs around $499 monthly, $4,995 yearly, and $9,550 bi-annually.
#6. Nate’s Notes
This is one of the most trusted newsletters due to its long years of consistent performance, dating back to its introduction in 1995. It is run by Nate Pile who was one of the earliest investors that recommended Apple stocks to investors way back in the ’90s. It is a very viable option for high-tech stock investors.
How Nate’s Notes Work
The newsletter takes a review of the biggest indexes in the stock market such as the DJIA (Dow Jones Industrial Average) and the S&P 500. It then shares ideas and recommendations based on this review.
Nate’s Notes also reviews the stocks featured in their model portfolio. The portfolio features a category of stocks with less volatile prices of shares. These stocks are known as the “core stocks” and Nate usually recommends investors to invest more in them.
Nate’s Notes usually advises investors to buy stock picks with higher growth potential relative to their prices. It refers to these stocks as “First Buys”. Also, the newsletters prescribe a “Strong Buy” price point for each portfolio – a buying point with the highest return potential.
Pricing
The Nate’s Notes newsletter subscription costs $289 per year.
#7. Fidelity Investor
If you are interested in Fidelity Mutual Funds and mutual funds in general, this might be the best pick for you. The Fidelity Investor newsletter keeps you updated on what you need to know to become a profitable mutual funds investor.
How Fidelity Investor Works
The Fidelity Investor newsletter gives more attention and emphasis to the managers of the mutual funds instead of the mutual fund names. Fidelity mutual funds are actively managed, so the assessment of the manager matters a lot. The better the manager, the higher the chances of the mutual fund performing above the market.
Pricing
For the first 6 months, you’ll have to pay $34.95 to access the newsletter. Subsequently, the cost is $229 per year.
#8. Kiplinger
Kiplinger Newsletter
Kiplinger is suitable for investors who love the conservative investment approach. It is the best for you if you want to engage in low-risk investments with moderate rates of return.
How Kiplinger Works
Kiplinger offers both a print magazine on personal finance and digital newsletters. The sectors that the services cover are investing, saving, wealth building, and taxes.
In keeping with its conservative investment style, Kiplinger offers a newsletter known as Kiplinger Investing for Income. This package aims at helping you earn between 4% to 6% cash yield on annual basis.
Pricing
The personal finance magazine, including both the digital and print versions, costs $29 yearly. You can also opt for a bi-annual subscription for $39 annually.
#9. AskFinny Newsletter
Learning about investments and financial analyses can be challenging sometimes. The complex nature of the information and calculations involved can be overwhelming, especially if you are a newbie.
This is exactly what AskFinny seeks to solve for you, breaking down complex concepts into easy-to-understand terms. So, the newsletter is a perfect fit for investors who are looking to learn and do investing by themselves.
Main Features
The advantages and disadvantages of purchasing or selling individual stocks, exchange-traded funds, and mutual funds.
Each analysis is accompanied by a Finny Score, which is not a suggestion to purchase or sell. But rather a visual depiction of the balance between the advantages and disadvantages of the subject matter.
Compare Stocks, ETFs, and Mutual Funds
A side-by-side comparison of two stocks, ETFs, or mutual funds of your choosing. Allowing you to compare important financial statistics such as historical performance, expense ratios, valuation, profitability, and other financial characteristics.
Alternatives and Comparables
It compiles a list of equities, exchange-traded funds, and/or mutual funds. They are comparable to the ones you are contemplating investing in.
Top Stocks
A compilation of the stocks that have made it onto “best of” lists. Organized into popular categories such as dividend stocks, bargain stocks, wealth generators, and so on.
How AskFinny Works
The AskFinny newsletter is also known as The Gist. The newsletter aims to help the subscribers become profitable investors by providing information on the latest trends on money and investments. Subscribers receive The Gist two times a week – every Tuesday and Thursday.
Apart from the newsletter, AskFinny also offers an app for stock analysis. The app provides answers to FAQs on finance, tools for stock investment research, and general investment guides.
Pricing
While the AskFinny app costs $8.33 per month, you can access the newsletter and other resources for free.
#10. Zack’s Profit From the Pro
Zacks Profit From the Pro sends its subscribers timely information on notable market developments every morning. According to the website, there are over 800,000 subscribers who enjoy this offer. And, the most beautiful part of that this service is totally free.
As an added advantage, subscribers of this newsletter also get the renowned “Bull Stock of the Day” with a reputation of making as much as an average profit of 25.60% yearly.
Key Features
A large number of stock screening and backtesting tools are available on the market, each of which claims to be unique in some manner. This may cause you to question whether or not this specific service is appropriate for you.
In order for you to understand what it is suitable to provide, we will need to look at some of its most important characteristics.
First and foremost, the major goal of this program was to make it as simple as possible for investors to identify the best companies with the greatest potential for long-term development.
As a result, it revolves around a stock screener that includes hundreds of characteristics such as income statement components, dividends, earnings per share growth estimates, and many more.
Results of the Screener
As soon as the screener findings are presented, you have the option of going further and analyzing them with heatmaps and scatter plots.
The fact that the heatmaps are colored according to how the platform evaluates the stocks that show in your screener results is an important component of the heatmaps’ functionality.
If only they had been coloured in accordance with your screen specifications, they might have been more useful in assisting you in the execution of your trading plan.
The Graphs and Diagrams
By utilizing the charting features of the platform, you may show virtually any essential data that you need.
Some of the data elements that you may chart are your stock’s revenue, Net Margin, Return on Equity, Cash Flow, Earnings Per Share, Price to Earnings Ratio, and many more.
Pricing
This newsletter is absolutely free. However, subscribers can also pay to leverage other services from Zacks such as the Zacks Premium for $249 monthly, or the Zacks Mutual Fund Rank as depicted in the video below.
This newsletter made its way among the Top 10 Best Investment Newsletters.
A multi-package program called Profitly claims to train upcoming practices on the best practices for maximizing their winning streaks when trading volatile currencies and commodities.
Profitly – a multi-package program designed to teach upcoming practices how to maximize their winning streaks when trading volatile currencies and commodities.
Timothy Sykes and Michael Mosseri came up with the idea for the firm, which they founded. Timothy is the one who came up with the idea for the platform, inspired by his own trading experiences.
Key Features and Workings
Keep track of your trades
Profitly’s exclusive trade monitoring technology painstakingly records and tracks each and every one of your deals in minute detail. After you’ve accumulated a little amount of trading experience on Profitly, you’ll begin to see patterns forming in your trading history.
Traders’ Viewpoints
Taking the time to examine your trading history might provide you with valuable insights into your trading approach.
With a little effort, you can discover your most effective trading strategies and develop your trading strategy around those skills. This information might also assist you in identifying and correcting errors.
Set up a connection with your brokerage account
Profitly is a subscription-based service, which means that you must pay a monthly charge in order to use it. Then you can start blasting your way to the top of the leaderboard by setting up a profile, connecting your brokerage accounts, and posting your trades.
Stansberry Research
Stansberry Research Homepage
It is a monetary information and software provider that operates on a subscription basis. People who are self-managing their portfolios can benefit from the platform’s practical investing advice and analysis.
It is one of the Top 10 Best Investment Newsletters.
Key Features and Working
The Total Portfolio
It is a hedge stock portfolio model, and it is called the Total Portfolio. It makes use of around 40 different stock suggestion types.
Each stock is selected from a pool of stocks that includes companies from developing markets, growth stocks, safe income stocks, and small-capitalization stocks. The Total Portfolio is a conservative investment strategy.
In terms of portfolio size, Stansberry advises a minimum of $100,000, withholding periods ranging from one to three years on average.
The Income Portfolio
The Income Portfolio is oriented at providing monthly income and can contain up to 30 assets at any given time, depending on market conditions.
The stocks, bond funds, and fixed income bonds that are recommended are usually income-producing investments such as dividend-paying equities.
The Capital Portfolio
This portfolio explains the Capital Portfolio by Stansberry Research since it is their entry-level offering. Once again, this is a cautious investment portfolio.
The Capital Portfolio focuses on gold stocks, foreign companies, real estate, biotech, and energy firms, among other things.
The usual holding time is one to three years, and they recommend that investors have at least $100,000 in their portfolios. In addition to the Capital Portfolio, subscribers will get access to seven other publications.
American Association Of Individual Investors ( AAII) Income Investing
AAII Investment Stats
Dividend Investment is a service provided by AAII that takes care of a lot of the research and analysis when it comes to income investing. It is one of the Top 10 Best Investment Newsletters.
In order to target dividend-paying stocks that combine yield and asset quality, the services employ a proprietary stock-screening and selection technique developed by the company.
Key Features and Working
AAII Tools
MyPortfolio+, Stock Screen Power Rankings, the A-F Stock Grades Screener, Stock Upgrades & Downgrades, Top & Bottom Performing Funds, and a Fund/EFT Screener are some of the investment tools available through the AAII website.
All of these resources are available in the AAII’s My A+ Investor Toolkit, which is free to use.
Portfolios of the AAII
The AAII’s Model Portfolios are among the most widely available tools that the organization provides. The AAII Model Shadow Stock Portfolio is one of the most popular products by the company.
Moreover, they created the Model Shadow Stock Portfolio in order to provide the greatest possible return on investment. While requiring the least amount of time and effort.
In fact, the Model Shadow Stock Portfolio has beaten market benchmarks by a factor of four over 20 years.
Education and Involvement with the AAII
Education and community activities are two of the most significant benefits of membership in AAII. Webinars are one of AAII’s educational options.
The Webinars are video lectures that cover certain elements of investing, like dividends, that are not available in the book. The AAII provides a variety of Webinars, including The Individual Investor Show.
Many of these Webinars are suitable for investors who are less interested in appealing elements of investing, such as taxes.
CONCLUSION
Information is key in the world of investment, and it can be very tasking to source the information yourself.
By subscribing to the best investment newsletters, you can get these important information delivered right to you. From this list of top 10 best investment newsletters, you can find and subscribe to any that suits your investment needs.
In the very competition sphere of online trading brokers, Webull is making great strides against more established platforms like E*TRADE. In this Webull vs ETRADE tutorial, I will present you with unique insights and facts to help you determine which one of these two brokers fills your trading needs in 2022 and beyond. Webull vs ETRADE or ETRADE vs Webull Let me preface by telling you that I have been using both of these brokers from many years now, ETRADE …
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Several trading platforms provide free stocks to customers through their websites and mobile applications.
Those who are interested in receiving some of the most popular stocks in their portfolio for free can examine the services listed below to see how they can obtain free stocks to start their investing journey.
Top 5 Brokers for Free Stocks
To achieve financial independence, you must make smart decisions, be determined, and put out significant work.
However, we may also benefit from a little good fortune working in our favor. As a result, knowing how to invest in stocks is essential. However, why not enlist some Top 5 Brokers for Free Stocks to get us started by obtaining some free stocks.
Finding the best brokers with the specific requirements that you may have is not an easy task.
But with the help of our list of the 5 best brokers for free stocks, you can find what platform is best suited for you and get started with it.
Webull (2 Free Stocks)
Webull Mobile Application
Consider Webull to be the “new kid on the block” in the online brokerage industry, having only debuted in 2018. Free stock trading apps, as well as free trades in exchange-traded funds (ETFs), options, and cryptocurrencies, are available via the company’s mobile app or desktop website.
In other words, you will not be charged fees for any trades you choose to execute in your portfolio.
How to Get Free Stocks From Webull
The Webull platform has opted to provide new users with the option to receive two free shares of stock worth up to $2,300 ($11 – $2,300) when they sign up for the platform.
To be eligible for this possible bounty, you must first join up, open your account within 24 hours, then make a minimum $5 deposit into your account.
If you do, Webull will provide you two free shares of stock in exchange for your participation.
Public.com ($10 bonus)
Public.com Investing App
The Public.com is yet another commission-free investment software that caters to Millennials and Generation Zers who are interested in investing in accordance with their social preferences and in the company of like-minded others.
The stock trading app has a feature that is becoming increasingly popular among younger investors who may not have enough money to purchase some of the more expensive stocks all at once: fractional investment.
How to Get Your Free Stock from Public.com
The site provides a free $10 sign-up incentive for making an initial deposit, as well as the option to send free stock gifts (fractional shares) to referrals you make.
If this sounds like a promising investment app, create an account and make a small initial payment to determine whether or not the app fulfills your requirements.
Groundfloor ($20 bonus)
Ground Floor Interface
In comparison to the other investment platforms featured above, Groundfloor is a unique sort of platform. Groundfloor serves as a crowdsourced real estate investing platform that focuses on debt investments in residential and commercial properties.
The platform primarily focuses on acquiring fixer-uppers, completing necessary repairs and renovations, and then reselling the property for a profitable return.
Groundfloor provides funding for short-term residential real estate loans and compensates the platform’s investors for the interest they earn on their money by lending them to the platform.
How to Get Your Free Bonus from Groundfloor?
Groundfloor is offering a $20 bonus to new customers who sign up for their service and make their first investment. To be eligible for your bonus, you must sign up, link your bank account to your account, and deposit a minimum of $10 into your account within 30 days.
Once you contribute to your Groundfloor account, you will be eligible to receive your $20 investment credit bonus.
Groundfloor is also offering a $100 bonus for every $5,000 you deposit and invest into your account until July 31, 2021, as an additional incentive to sign up. The highest amount of money you may receive from this incentive is $1,000.
Robinhood (1 Free Stock)
Robinhood Mobile App
In particular, index funds, stocks, and options are available through Robinhood.
Choose Robinhood as your brokerage, and you can rest certain that you are putting your money into a company that has paved the way for commission-free trading to become the norm in the financial services sector.
The need for many brokerages to offer free trades on specific assets in order to remain competitive in the market has heightened in recent years.
How to Get Free Stock on Robinhood
Similar to the other Robinhood alternatives discussed in this post, Robinhood provides an incentive in the form of a free stock worth between $2.50 and $200 if you sign up for the service.
One in every 250 chances of receiving a free stock from Berkshire Hathaway (Class B), Apple, or Facebook, and one in every 150 chances of receiving a free stock from General Electric or Ford, according to the service’s terms and conditions.
SoFi Invest (1 Free Stock)
SoFi Invest Mobile Features
This program allows you to keep track of your money and exchange it when you want to make a profit. The program, which is the newest offering from the SoFi financial wellness platform, provides free trading on stocks, ETFs, cryptocurrencies, and other financial instruments.
You can choose to be an active trader by selecting stocks on a regular basis, or you can choose to be a passive investor by using the site’s automatic investing service.
How to Get Your Free Stock on SoFi Invest
A free sign-up bonus of $5 to $1,000 is available to you when you create a Wealth account with SoFi Invest and make an initial deposit of at least $100.
Top Brokers that offer No Free Stocks – Worth Considering
Finding the best brokers with the specific requirements that you may have is not an easy task.
But with the help of our list of the 5 best brokers for free stocks, you can find what platform is suitable for you.
Fidelity Investments – Best Free Broker for beginners
Fidelity Investments Head Quater
Currently providing services and reaching out to more than 32 billion people around the globe, this platform is a jackpot for investors.
Not only is this platform known for its quality research, professional services, and a wide range of trading tools, but it gives the added benefit of using it for absolutely free.
Moreover, Fidelity provides a quality user experience that is simple to understand and use but does the job effectively.
Not only does it provide value and quality across its website, but it also offers services in the mobile app as well.
When Was Fidelity Investments launched?
Fidelity was founded by Edward C. Johnson II as a private financial services company named the fidelity management and research company.
It is still a privately held firm, with shares held by workers and the Johnson family.
How does Fidelity Investments work?
With the effective tools research and financial education that they provide on the platform, Fidelity Investment work by helping you organize.
It allows you to make a decision regarding your research investments giving an industry-leading analysis, then it aids in managing and organize a plan to pick and scroll through your choices.
It is the reason Fidelity is one of the top 5 brokers for free stocks.
Features of Fidelity Investments
Owing to a strong blend of instructional information and a comprehensive mobile app, Fidelity is a top pick for daily investors, even amateurs.
Additionally, it will help you gain some expertise and use your research and education in finances for trading, that too for absolutely free. Following are the most valued features of Fidelity.
Stock investing feature
There are no restrictions on the amount or price of the overall trade in the stock investing feature, with no extra costs for trading equities worth less than one dollar.
Mobile Trading Feature
In addition to its mobile trading app, Fidelity offers Net Benefits for payroll and Fidelity Spire, a financial planning and goal-setting tool.
Moreover, the mobile trading system by Fidelity is well-designed, bug-free, and provides investors with a great experience. It highly ranks for its customizable dashboard and other unique features.
International Trading
This trading feature lets customers exchange shares from 25 different countries in several exceptional currencies using their fidelity account.
How will you benefit from Fidelity Investments?
The website of Fidelity Investments online platform is professional and not difficult to understand, making it an excellent location for beginners to gain investing experience and jumpstart their financial education.
Moreover, no additional fees in contrast to other features. Fidelity does not take payment for order flow (PFOF), which is rare in the business.
However, clients can place stock transactions at a reduced cost. Fidelity is the only broker that offers this service.
Several Fidelity mutual funds have no expense ratio, compared to Vanguard funds which help save money.
It makes Fidelity among the top 5 brokers for free stocks.
How to Start Investing with Fidelity?
Pick a combination of investments that is both diverse and well-balanced, and think about the degree of risk you are willing to accept.
Taking into account the investment time frame is also necessary. After that, just go on to the fidelity website and click on the open an account option displayed in the menu bar.
There are different types of accounts that you can open mentioned according to the type of investment plan you want to opt for. Fill in the details, and there you go!
Brokerage Account
Cash Management Account
Brokerage and Cash management
The fidelity account for business
How to Cancel Your Subscription for Fidelity Investments?
Call their customer service to cancel your Fidelity Investments account subscription. In the meantime, A representative will be happy to assist you. They’ll need your account number and other client details.
Pros
No fee banking and a wide retail service
Holding a self-directed brokerage account requires no account service fees or other hidden fees at Fidelity
It allows you to start trading with any trading budget without worrying about trading expenses.
It may charge some fees at the time of trading opening concerning non- fidelity mutual funds.
Some other charges include the foreign exchange wire cost.
Charles SCHWAB – Best Research in trading investment
Charles SCHWAB Head Quater
The Charles SCHWAB is a full-service brokerage and among the top 5 brokers for free stocks. It works by combiningboth brokerage and banking services with the clients and offering debit cards that don’t charge even while doing foreign transactions.
When Was Charles SCHWAB launched?
Since its founding in 1971 by Charles R. Schwab, the firm has grown to become14th largest company in the U.S. Founded in San Francisco, California.
This investment firm offers a comprehensive range of services. There are more than 11 million investors in Schwab’s $3.56 trillion assets under management.
How Does Charles SCHWAB work?
It works by providing the same level of functionality of the mobile app as its desktop counterparts.
It is highly rated because investors of all types can benefit from it. One of the most rates feature of this broker is the Edge application.
Moreover, they offer a single trading ticket along with Other commodities like long and short options, stocks and shares, mutual funds, and other derivatives.
If you’re looking to invest, Charles Schwab offers two different online trading platforms. You may choose any one of them to invest in.
Features of Charles SCHWAB
Fees and Commission
It does not require a commission or a minimum transaction.
Additionally, a stock trading at zero levels, choice trading, and ETFs are all available through Charles Schwab at zero to minimum cost.
Although the commission charges may not be so low, it’s worth it for the extensive services they provide.
Research Tools
Google assistance, free magazines without any costs, along with a wide array of investing screens, is a huge plus.
It provides extraordinary research tools along with business stock ratings and reviews from a market edge, credit Suisse and Morningstar as well.
It is one of the reasons Charles SCHWAB is one of the top 5 brokers for free stocks.
How will you benefit from Charles SCHWAB?
Online trading platforms, banking facilities, client reach, and customer service are all areas where Charles Schwab ranks higher than its rivals.
A self-directed, comprehensive investment destination, Schwab is better suited to active investors. Option transactions and advice services are better handled by their brokerages.
By using Investors working at different levels can find a wide range of tools and programs available to them.
How to open a Charles SCHWAB account?
You will require at least a $1,000 investment in your account after opening an account with Charles Schwab that is functional, be it a personal or joint trading account.
However, there is no price or any maintenance fees or penalty for an account that is not actively used.
Furthermore, there is a requirement to have at least 100 dollars in your account to keep it functional, but it can be waived if you make an automatic monthly transfer/deposit of at least $100 into your account each month.
How to Close a Charles SCHWAB Account?
To cancel your subscription, there are 50 dollar fees that you may have to pay down the line. However, you can cancel your account anytime by contacting their customer service.
Pros
Streetsmart Edge helps you keep efficient records of your trading investment history.
Can easily buy multiple mutual funds within one platform.
There are a lot of in-house sector assessments on its investment screens, which are quite thorough.
You may customize its Streetsmart edge platform with a powerful ETF panel.
The cost of the service is very low after a year.
0% charge for portfolio management by a seasoned professional.
Cons
Cash-sweeping isn’t automatic, and the website isn’t accessible.
The transaction fee fund’s commission.
These are not the lowest margin rates in the industry.
The cryptocurrency exchange is not available.
E*Trade – Best Research in trading investment
The E*Trade may be the best option for people looking for opportunities to be part of initial public offerings (IPOs) and U.S. Treasury Auctions. It is one of the top 5 brokers for free stocks.
The following assets can be used to invest: a stock exchange-traded fund (ETF), mutual funds, futures, and bonds.
E*Trade Financials
When Was E*Trade launched?
E*Trade was founded in 1982 by William A Porter by the name Tradeplus. The broker company has exponentially grown since then and owns great revenues. However, in 2020 the company has been acquired by Morgan Stanley.
How Does E*Trade work?
Not only can you get access to a premium E*TRADE Savings Bank account at a low-fee rate by using this broker company, but even the Securities accounts can be accessed directly from the savings account.
Moreover, the savings account offers an annual percentage yield of 0.05 percent. Max-Rate and E*Trade as checking accounts are also offered by this broker company, and there is no defined monthly charge for the account.
Features of E*Trade
Offering different Trading platforms
There are Two unique trading platforms, E*TRADE: E*TRADE Web and Power E*TRADE, used by the investors, respectively.
Neither Customer activity nor balance minimums are required for services.
This unique feature of E*Trade helps the users work with ease and comfort on both platforms as suited by their needs. It is the reason E*Trade paved its way to the top 5 brokers for free stocks.
Modern design and platform layout
Thanks to its current style and platform structure, E*TRADE broker is surprisingly easy to use.
With a single click, you may move between complex multi-legged options trading with a variety of pre-defined methods and futures trading.
Additionally, you may also identify possible investment opportunities using the Live-action function.
Mobile charting feature
Regardless of the variances, the depth of each mobile app varies from one another, but this broker company offers flawless and easy-to-function mobile charting features that can help you experience the web-based charting interface from your mobile.
How will you benefit from an E*TRADE broker?
You can benefit in many ways. You can get individual analyst ratings in addition to five different third-party research report alternatives for companies if you use this broker company.
Additionally, quick links to the entire analysis and fast report generation are an added benefit of using this broker. Live marketing situations and daily insights can help you manage your investment a lot.
To open your account, you need to decide which type of account you want to open in the broken company. There are two types of accounts that are suitable for people with unique requirements.
Brokerage Account – active traders who require zero stock fees.
Portfolio Accounts- includes personalization and consultation, and a fixed account payment is mandatory.
How to Cancel Subscription/ close an E*Trade account?
You can close your account both from the website as well as by using your mobile app. Click on the “Account Services” option and request the cancellation of the subscription.
You can contact customer service through the chat option to help you close your account as well.
Pros
No ATM fees required; a budget-friendly option.
Regulatory filing assures reliable service.
Free streaming quotes
Cons
Does not provide a market competitive experience compared to other brokers.
The facility of live broadcasting is not present
Interactive Brokers – Top 5 Brokers for Free Stocks
Active traders are drawn to Interactive Brokers by the company’s inexpensive per-share price, powerful trading platform, a wide variety of trade-able assets, which includes a big number of international equities, and absurdly low margin rates.
Its newest product, IBKR Lite, allows investors to trade equities and exchange-traded funds (ETFs) without paying commissions. It is one of the top 5 brokers for free stocks.
When Was Interactive Brokers founded?
Famously known as an early investor in computer-assisted trading, Thomas Peterffy started Interactive Brokers in 1977 in Greenwich, Connecticut.
Moreover, Interactive Brokers has a global reach, with over 135 market locations.
Interactive Brokers Head Quater
How Do Interactive Brokers work?
IBKR Pro for professionals and IBKR Lite for beginners use are Interactive Brokers’ two major pricing plans, and respective Casual investors face difficulty working with this broker.
Moreover, due to the institutional investors and hedge funds, minimum commission fees schedules.
Features of Interactive Brokers
Quick Customer Support
You can take guidance from customer care anytime using email, phone messaging, or call anytime.
Moreover, this feature helps you stay in touch with It experts and professionals and keeps your experience smooth and free of complications.
Interactive Broker Offerings
With its unique specialty of providing interactive broker offerings, this broker helps you make the right decision at the right time and invest in the best way possible for your future plans.
Professional Usability
Although it may not be so appropriate for casual beginners, this broker is perfect for professionals because of its Over the top features, two unique platforms, and higher broker education ratings.
How will you benefit from Interactive Brokers?
It provides the widest range of foreign markets in the broker market. The unique ranges of account types can be utilized to invest strategically.
How to Open an account with Interactive Brokers?
Opening an Interactive Brokers account is an easy task. The customer service is top-notch, and as soon you log in to the website, they help and guide you to operate through the web content.
There are four steps to open your account.
Completing an online form and filling in the details
Selecting Account Type and installing their app
Uploading document for verification purposes. These documents include a national id card, bank statements, and necessary files.
Billing and investments
How to Cancel Your Subscription for Interactive Brokers?
Manage account option and changing the status of your account as closed.
Pros
Zero commission by the broker
Strategic execution of investment orders
With a wide range of global access and a unique variety of assets, Interactive Brokers is a cheap broker to invest in worldwide marketplaces.
Cons
Is not the best choice for beginners
Less Handling and educational resources.
Merrill Edge – Best for Daily Trading
Merrill Edge Head Quater
If you’re an investor who wants to handle banking and brokerage services in 2021, Merrill Edge is our top option. Because Merrill Edge offers zero-cost stock and ETF transactions, it has earned awards for Best Overall Client Experience and Best Client Dashboard.
This makes it one of the top 5 brokers for free stocks.
When Was Merrill Edge launched?
Merrill Edge, a self-directed trading business of Bank of America, launched in 2010 and had its headquarters in Charlotte, North Carolina.
How Does Merrill Edge work?
It offers an incredible, balanced contribution. Financial backers will see the value in Merrill Edge’s $0 exchanges, vigorous exploration, and solid client support.
Additionally, it works by giving limitless free ($0) stock and trade exchanged asset (ETF) exchanges to users without any significant commission.
Features of Merrill Edge
Commission and fees
Merrill Edge helps in getting stocks for free with zero to minimum commission charges. The fees of the transaction are also fairly low, and using this platform can enhance the chances of you getting free stocks.
Mutual Funds Trade Fee
Getting free stocks always becomes difficult because of the mutual fund’s trade fees demanded by brokers.
However, this broker platform charges zero to very minimum charges that too after a certain amount of period. This special Feature helps investors get their hands on free stocks.
How will you benefit from using Merrill Edge?
One of the most significant and different perks of using this broker platform is getting access to audio segments, including the Audiocast series and Merrill Perspective podcast.
Moreover, investors get in touch with live broadcasting and learn about the international market on a daily basis for free. Research and educational takeaways are a huge plus as well.
How to Open an Account in Merrill Edge?
After logging in to the Merrill Website, clicking on the red menu bar on the top would take you to the option of opening an account.
Moreover, the application page would require you to fill in the necessary details and chose the account type before you get start with the broker.
How to Cancel Your Subscription for Merrill Edge
To cancel the subscription and close your account, there are two options. You can either opt for closing your account temporarily or permanently and explain your reasons to the customer care representative. No fees charges to close the account if not in use.
Pros
As a Preferred Rewards broker since 2014, the combination of banking and brokerage is fantastic in this platform,
Includes savings boosts, credit card bonuses, investment discounts, and user-friendly segments that are attractive to investors
Cons
Does not allow the trading of securities that trade over-the-counter.
Different brokers can help you with getting free stocks.
If you are looking for something to start with, Merrill Edge and Fidelity Investments can be suitable as they are the most user-friendly of them.
Moreover, they all have simple instructions to follow and are easy for an amateur to understand.
However, if you’re looking for a professional broker Interactive Brokers may be for you.
E*Trade, however, has a modern design and research authenticity. All of the brokers mentioned can help you get free stocks at minimal rates, but some may charge zero commission and debit card fees at the start.
This may be very beneficial for beginners who are just starting and looking for some experience using brokers.
The closing of an account is also possible by brokers and contacting the customer care service is the easiest option to do so.
One may opt for temporary subscription cancellation or permanent discontinuation. However, some brokers do charge some fees for closing the account permanently.
Before opening an account for free stocks in these broker platforms, one must look for miscellaneous charges, mutual funds free, minimum account balance to have the account functional, and other hidden charges to gain the maximum out of these platforms.
Is Coinbase Safe? That is the question we will answer for you in this tutorial with great insights to help you choose the right Crypto Exchange in 2022.
As a cryptocurrency investor, there are some important factors you need to consider when choosing an exchange for your investments.
Such factors may include the user interface, method of payment, multiple coin support, fee structure, etc.
If you’re looking for a crypto exchange with these features, then Coinbase is one of your best options.
Aside from these factors, one of the major concerns of crypto investors about crypto exchanges is security.
So, if you are re considering trading on Coinbase, you may be wondering, “Is Coinbase safe?” In this article, you’ll learn all you need to know about Coinbase and how safe it is for your crypto investment.
Is Coinbase Safe | What is Coinbase ?
Coinbase is an online Exchange platform where you can buy, sell, store, or transfer cryptocurrencies.
It was founded in 2012 in San Francisco by Brian Armstrong and Fred Ehrsam, starting as a brokerage service for selling Bitcoin to customers.
The platform has since then diversified its services to become a full-blown crypto exchange with services like payment plugin for merchants, coinbase index, etc. With more than 56 million users across over 100 countries, Coinbase is one of the biggest online crypto exchanges in the world. It is also the largest Bitcoin broker and exchange in the world.
Services Offered by Coinbase
There are a variety of services that the Coinbase platform offers to its users. What you can do on Coinbase includes:
Buying and Selling of various coins such as Bitcoin, Ethereum, LTC, etc.
Coinbase Wallet: enables users to store and have access to their crypto funds.
Coinbase Merchant Solution: Through a dedicated plugin, the platform enables merchants to accept payments in cryptocurrencies on their websites. This plugin is supported by renowned CMS such as WooCommerce, Magento, and Shopify.
Coinbase Index tracks the performance of all the assets listed on Coinbase.
Coinbase Custodian Services: stores and safeguards crypto for institutions.
USDC (USD Coin): Coinbase stable coin to mirror the USD currency.
Features of Coinbase
Coinbase features many facilities and capabilities that make it rank as one of the best exchanges in the crypto market. Hears are the top features of Coinbase.
User Interface
User Interface of Coinbase
Coinbase has a very user-friendly interface that lets you navigate the platform with ease. The website is mobile-responsive with the home page featuring handy information about the website and ready buttons to get you started in no time. This is part of the reasons why Coinbase is a popular choice among beginner crypto investors.
Supported Coins
Although Coinbase started as a broker for just Bitcoin, it has extended its services to support a host of other popular coins. Today, Coinbase supports over 50 coins in its exchange and 500 tokens in total including NFTs (Non-Fungible Tokens).
Below is a list of some of the popular coins that Coinbase supports.
The availability and processing fees for each of the supported coins depend on factors such as country and payment method.
You can find a full list of Coinbase supported cryptocurrencies and their availability on the Coinbase Pro Help desk.
Crypto-to-crypto Trading
Crypto-to-crypto trading lets you maximize the fluctuations of a coin compared to another to make a profit.
For instance, you can trade BTC against ETH; if you sell BTC/ETH, you’re predicting that its price as against ETH will fall.
If the market goes in favor of your predictions, you make profit, and vice versa.
This method of trading is one of the fastest ways to make profit in crypto.
In Coinbase, you have access to more than 40 coins you can trade for BTC, about 11 coins for USDC, and about 7 coins for ETH. In total, Coinbase lets you trade up to 60 pairs for crypto-to-crypto trades.
On Coinbase, the USDC is stable with its price always equivalent to $1. So, you can easily know the fiat worth of your coins by first buying USDC and then using it to buy other coins. Note that crypto-to-crypto trading is available on Coinbase Pro.
Payment Methods
There are different payment options available in Coinbase to suit your location and transaction needs.
Fees for transactions using any of these methods may vary.
The accepted payment methods include wire transfer, credit cards, debit cards, PayPal (for withdrawals only), and crypto deposit and withdrawal.
Deposits and Withdrawal Transaction Limits
The transaction limits on Coinbase depend on the payment method, type, and level of account you’re using.
Your account level depends on the level of verification you’ve done so far.
If you fully verify your account as a US resident, you can deposit up to $25,000 a day via ACH.
If you’re a European user, you may have up to €30,000 in your account per time.
For withdrawals, Coinbase generally does not restrict the amount you can withdraw to your fiat account.
However, the time you get your money may depend on the method of payment you use.
For instance, ACH transfers may take up to 5 business days before you can withdraw.
Coinbase Pro
This is a Pro version of Coinbase with some advanced features for advanced crypto users. With the Coinbase Pro, you have access to advanced trading options such as margin order, stop order, and limit order.
The system for fees for Coinbase Pro is also different; the higher your balance, the lesser the fees.
Coinbase Earn
This is a special program through which Coinbase lets users learn about crypto and earn at the same time.
On Coinbase Earn, you’ll be required to watch some educational videos about cryptos and crypto trading.
The videos are usually an average of 4 minutes long.
At the end of each class, the program requires you to write a test to qualify for the earnings. You get your reward deposited in your wallet after each quiz.
Mobile App
Coinbase Mobile App
Over 90% of the world’s population of internet users surf the net with mobile phones.
So, the Coinbase mobile app helps ensure that the exchange is visible and accessible to mobile phone users around the world.
The Coinbase mobile is available for download at the app marketplaces; Play Store for Android users and App Store for iOS users.
Coinbase Fees
As noted on their website, Coinbase does not charge customers for wallet services.
That means you don’t need to pay a dime for storing your crypt with Coinbase.
You do not also need to pay to transfer assets from one Coinbase wallet to another within the platform.
However, you incur some charges when you transfer crypto from Coinbase to a wallet outside the platform.
This kind of charge varies with different transactions and is disclosed at the time of your transaction.
For every time you buy or sell cryptocurrencies on Coinbase, the platform charges you a spread of about 0.5%.
Note that the spread may actually be higher or lower because of the fluctuation in market price between the quoted time and the transaction execution time.
Asides from the spread, you’ll also pay a Coinbase fee which is the greater of either a flat fee or a variable percentage fee.
The flat fee ranges from $0.99 to $2.99 depending on the transaction amount as illustrated here.
The variable percentage fee may be influenced by the payment type, region, or product feature involved.
Is Coinbase Safe To Link Your Bank Account ?
For many crypto traders and investors, knowing that Coinbase is secure enough for then to link their bank account is a big deal.
Because of the high amount of capital and value that crypto platforms hold, they are often the target for hacking attacks.
So, ensuring that an exchange is secure before investing is a top priority for most crypto geeks.
Coinbase employs different security techniques to ensure the maximum security of assets on the platform.
First, the exchange notes that 98% of the funds they hold are stored offline. This means it is out of reach for hackers looking for accounts to devour.
Again, Coinbase ensures that all users enforce the 2-step verification security feature on their accounts.
Is Coinbase Wallet the most Secure Crypto Wallet ?
This means that beyond your username and password, you will have an extra means of proving that you’re the owner of an account before you’re granted access.
Also, the Coinbase website is hosted on a secured SQL (https) and user wallets are encrypted with the AES-256 encryption system.
To help keep user accounts more secure, the platform checks for password strength when during sign up or password reset.
Very importantly, all crypto funds held by Coinbase are covered by insurance.
However, the insurance policy does not cover losses due to individual account errors from the user, such as compromise of password.
How to Get Started With Coinbase
If you’ve chosen Coinbase as your crypto exchange, getting started is easy with just a few steps. You can follow these guidelines to set up your account.
Download the Coinbase app for your device
Open the app, enter your email to create an account, and click Start
You will receive a verification message in your email. Click the link to verify your email.
Enter your phone number, and a code will be texted to your number as you continue. Verify your phone number by filling in the code.
Fill in other required details such as name, date of birth, Social Security Number, etc.
Select your mode of usage e.g investing, online purchases, etc.
Enter your income source and click on “Let’s Go”
Follow the next set of prompts to link your bank account to your Coinbase account.
Viola! You’re good to go on Coinbase.
The Coinbase app is relatively easy to navigate and use. So, you can buy, sell, or withdraw your crypto in few easy steps. Let’s consider some general guidelines for making transactions on the platform.
How to Buy a Cryptocurrency on Coinbase
Log in to the Coinbase app and click on Get Started
Select the crypto asset you want to buy from the list of available assets. Assume you select BTC for instance
Input how much you want to buy. Coinbase lets you buy fractions of assets. So, you just input the amount in USD and the fraction worth of the asset is calculated. Note that the minimum amount is $1.99
Preview the buy order. Coinbase takes a certain percentage of the order amount, so notice this charge.
Click on Buy Now to confirm the purchase.
How to Withdraw Your Crypto on Coinbase
You can sell your crypto assets directly into your Coinbase fiat wallet from where you can withdraw into your linked bank account. Follow these simple guidelines.
On the mobile app, select the Buy/Sell button.
Click on Sell
Enter the amount you want to withdraw
Preview the withdrawal and confirm when you’re ready.
Select the account you want to withdraw into and proceed.
However, note that your Coinbase withdrawal takes between 1 to 2 days to arrive in your account. Also, there’s no limit to the amount you can withdraw.
Pros
User-friendly interface
Wide variety of available cryptocurrencies
Wide range of crypto trading and investment services.
Low transaction minimum to encourage investments at every level
High security and Insurance
Cons
Relatively high transaction fees.
2-Minute Video Review of Coinbase
Alternatives to Coinbase
Coinbase is a popular choice among crypto investors, both for beginners and advanced users.
However, you can look up other platforms that offer similar services to compare and figure out which is most suitable for your investment. Such platforms include:
Matador is a free stock-trading program that focuses on social media.
You can link your profile with friends so you can see when they add stocks to their portfolio or liquidate current positions by selling out of certain equities when you register and add a bank account to transfer money.
In this 2021 Review of Matador, you will learn all about the insights that makes this trading App a crowd favorite amongst Generation Y.
2021 Matador App Review | What Is Matador /Public App
Public, formerly known as Matador, is a stock-trading app for novice investors that has been open to the public since March 2019.
It’s similar to a lot of other beginners investing applications (like Robin Hood), but with a social component.
People can view the purchases and sales of their friends and other popular users.
You can find stock ideas on Public, but you should consult a financial advisor for help diversifying your portfolio and managing risk.
When Was Matador App Created
The Matador app, which lets users see what stocks their friends are buying, makes it simple to buy and sell stocks and ETFs with no commissions in seconds.
Matador was founded in May 2017 to make investing more accessible to younger generations by making it easy, social, and commission-free.
Who Created Matador App and Why was it Created?
Matador was founded in May 2017 to make investing more accessible to younger generations by making it easy, social, and commission-free.
Jannick Malling, Matador’s CEO, said, “We built a social platform that allows first-time, young investors to make informed investing decisions.”
How Does Matador App Work ?
To get started, iPhone users can download the app and fill out their investment application (the software is not currently accessible for Android users).
Once the information has been validated, users will receive an approval notification, after which they can fund their account and begin investing. Some app reviewers praised the program’s slick and user-friendly UI, which includes tabs for particular stocks and trends.
Users can examine information about the firm they intend to invest in as well as standard trading statistics like the P/E ratio and market capitalization.
But it’s the feed of your personal Matador community (linked to Facebook) where you can see other people’s portfolios and a list of companies they hold that makes this app stand out.
iPhone Users Can Download the Matador App on the Apple Store
You can, however, disable the social option if you don’t want to share your portfolio.
Matador’s social tab, in addition to displaying your stocks, allows you to explore the stocks that the Matador community has most recently traded, giving you “a sense of which equities are trending throughout the broader Matador community.”
Concerns about social investing generating an investment bubble that inflates or deflates demand are alleviated by the fact that Matador only shows you what you want to see.
Main Features of the Matador App
Engaging conversations
Increases accessibility and allows Matador users to contact anybody at any time.
Allows real-time messaging by e-mail, SMS, and chat, which improves customer interaction.
Comprehensive profiling
Personalized interactions by maintaining a complete and detailed perspective of each visitor.
Provides greater insights into each client’s journey and fills in gaps in customer reviews
Scoring
Boosts conversion and brand loyalty by leveraging the power of Business Intelligence.
Machine learning to prioritize workflows and locate high intent prospects.
Capture
Clients and their teams can use the chat widget to gather and convert anonymous sessions into engaged customers.
Increases sales and generates greater value by quickly giving customers pertinent information.
Reviews
Increase business and build an audience by converting customers into ambassadors
Keep a check on overall user experience and prioritize a good customer experience
How Will You Benefit From Matador App
MATADOR is dedicated to providing simple-to-use, high-performance applications that boost productivity and agility in the workplace. We make certain that: • Industry Standards are met
From analysis to design to development to testing and documentation, we use an industry-standard Software Development Lifecycle (SDLC) process.
Flexibility & Scalability
To accommodate increasing company demands, we create complete application solutions with the future in mind.
Cost Savings
Adopt a hosted software paradigm to avoid making large upfront infrastructure and maintenance investments.
On-Time, On-Budget Delivery
Matador app publish milestones regularly to maintain transparency and meet deadlines and budgets.
Service Guarantee
Benefit from our customer-centric service delivery and technical support from our 24×7 Regional Service Desk.
What Are Users Saying about Matador App
One of the users says:
I like how simple the interface is to use. When it comes to initiating initial contact with customers, the automated text setting saves a tremendous amount of time. I routinely qualify 200-300 leads at a time, and Matador was important in ensuring that I was able to do so without the assistance of a team. With all of Matador’s features, one full-time employee could easily do the job of a small B&B. The Matador team is also amazing to deal with.
Another recent iPhone user of the Matador App declares:
I like how simple the interface is to use. When it comes to initiating initial contact with customers, the automated text setting saves a tremendous amount of time. I routinely qualify 200-300 leads at a time, and Matador was important in ensuring that I was able to do so without the assistance of a team. With all of Matador’s features, one full-time employee could easily do the job of a small B&B. The Matador team is also amazing to deal with.
Simple, practical, and user-friendly Matador has only good things to say about it: it’s well-designed and has fantastic customer service. It comes highly recommended! The best features were bulk messaging and tracking my client funnel. It aided me in increasing sales and narrowing down my target market.
How To subscribe to Matador App ?
Begin by downloading the Public app from the Google Play or Apple App Store!
Setting up and completing your investment application through the app takes only a few seconds, and then we’ll take care of the rest. We’ll send you an approval notification and a free stock once we’ve verified your information.
Click the Free Stock button in the top right corner of the home screen to get started.
Matador App Has been rebranded to Public.com
From there you’re ready to rock, fund your account and begin investing!
To invest in your Matador account, you must meet the same requirements as any other brokerage account:
You must be 18 years old,
Must have a valid Social Security number,
Must live in the United States legally.
Be a citizen of the United States, a permanent resident of the United States, or have a valid visa.
In some rare circumstances, you may need to provide more information to complete your application.
How To Cancel Your Subscription to Matador ?
To unsubscribe your account on Matador, you just have to delete your account.
How to Reach Customer Service if you have an inquiry?
If you have any queries and you want to reach customer care, then you just have to visit the matador app site and get in touch with customer support.
All of your customer service needs are in one place.
Questions, comments, product info, they provide all.
Note that email is the fastest, easiest way to get your issue resolved.
Phone: 1-720-242-6437 (M-F 8AM-5PM Mountain Time)
Returns (USA):
Matador’s typical return policy is 30 days from the date of purchase.
Returns must be unopened and in the same condition as when they were shipped. After 30 days, no returns will be allowed.
The cost of return postage is the responsibility of the customer.
To make a return, please email CustomerService@MatadorUp.com and include the name or order number. Matador asks for 3-5 business days upon receiving the order to process your return.
International Returns: Matador’s typical return policy is 30 days from the date of purchase. Returns must be unopened and in the same condition as when they were shipped. After 30 days, no returns will be allowed.
To return an item, send an email to CustomerService@MatadorUp.com with your name and order number. Matador will issue a complete refund once the item is received in the same condition as when it was shipped.
International Orders, Shipping, Duties, Taxes, Etc.: All charges related to importation to the destination country are the responsibility of the customer. All tariffs, taxes, and brokerage fees related to the order are included. The cost of shipment is not included in the free international shipping offer, nor are customs or taxes.
Matador Warranty
Transparency is important to Matador.
Matador does not provide misleading “lifetime” guarantees that cover “the product’s life, not the user’s life.” Matador, on the other hand, tells you exactly what you can anticipate from their warranty and then delivers. The following are the details of the various warranties offered by Matador:
Matador 1-Year Warranty: Unless otherwise stated, all Matador items come with a one-year warranty against material and workmanship faults. If you have a problem with a Matador product within one year of purchase, Matador will replace, refund, or repair it at no cost to you.
Matador 2-Year Warranty: Only for devices with a 2-year warranty: If you encounter a problem with a Matador product within two years of purchase, the Matador team will replace, refund, or repair it at no cost to you.
Warranty Restrictions: Purchases made from unlicensed retailers on third-party sites, platforms, or stores (such as eBay or Amazon) may be excluded from warranty coverage. To register a warranty claim, you’ll need proof of purchase.
Warranty Claims: To file a warranty claim, please email CustomerService@MatadorUp.com.
Please include your name and order number, as well as a photo/scan of your original purchase receipt or original order confirmation.
Matador makes every effort to provide excellent service to our customers.
Matador may examine warranty claims that do not match the above standards at its discretion.
If you fit this description or don’t have your original receipt, reach out to CustomerService@MatadorUp.com with your issue and Matador will determine if Matador can still cover the issue under warranty
What Are the alternatives To Matador App
Here are some alternate trading Apps that are competing with the MAtador App.
Here is a step by step video on how you can trade Options on the Webull App.
Pros and Cons
PROS
Great for Investment Beginners
If you’re new to investing, the Matador app might be the best option.
Many programmers make investing and deciding how to share your assets simple.
Some apps take a hands-off approach, investing extra money from your bank account or change from your purchases without any additional work on your part.
Others provide educational guidance on investing that can be helpful for beginners.
Some apps even use algorithms to help you make investment decisions.
Low-Hanging Fruit
Another advantage of utilizing a Matador investment app is that many of them have little or no minimums and fees. This makes it simple for people with lower incomes to invest, and it can be a smart method to save and build your assets with no work. Some programmers let you spend as little as $5, while others rely on rounding up your credit card purchases to invest leftover change.
CONS
MINIMAL PERSONAL FINANCIAL ADVICE
The disadvantage of using the Matador app is that you don’t have the benefit of working with someone who can provide you personalized counsel and direction.
This may be acceptable for folks who are just getting started or have a small amount of money to invest.
However, if you want to start investing substantial sums of money, you should speak with a financial specialist who can help you sort out your objectives and save money.
FEES CAN ADD UP
Even if the investment Matador app fees appear to be tiny, they can add up quickly when you consider the returns you’re getting, especially with small sums of money. Apps with flat monthly prices can harm you more than they benefit you.
For example, a $1 monthly fee for a Matador app may appear to be quite affordable.
When compared to an app or investment service that takes a percentage of your funds, the cost is much lower. Assume that the asset-based fee is 1% per year.
Your asset-based charge would be $1 for the year if you invested $100, but your flat cost would be $12. (12 percent instead of 1 percent).
Even if you aren’t ready to start investing, speaking with a financial professional can help you determine which investment strategies are appropriate for you, whether you use a Matador app or a person.
No Options Trading as of this time on Matador App
We know that Option Trading provides a good leverage to beginner investorsbecause of the low barrier to entry.
What this means is that you do not need tons on moeny to start investing with options.
Luckily, with the recent introduction on fractional shares trading, users will be able to buy some of the most expensive stocks.
FINAL THOUGHTS ON MATADOR APP
Matador (currently known as Public) is a new stock trading platform that does not charge commissions.
An Android app is in the works, and there is a waiting list to be notified when it becomes ready.
Matador is a smartphone app that offers no-fee trading on over 5000 US equities and ETFs.
You select Matador because you want to be a part of a community.
What sets Matador apart from the competition is the ability to connect with friends and see what they’re investing in.
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The Best Trading journals are important for everyone who is serious about becoming a master of the marketplace. Keeping a trading journal is similar to keeping a diary about your life as an investor.
Many people use journals to preserve thorough notes of their business transactions. These commonly-used materials are extremely helpful to traders of all skill and experience levels.
Trading journals are a very personal resource.
Thus, the level of detail varies considerably from one to the next. Some traders simply keep track of their entry and exit positions and the outcome of their trades.
Why You Need Best Trading Journals?
Keeping a trading journal is one of the most underappreciated actions by forex traders, both newcomers and seasoned veterans alike.
It has the potential to be a significant instrument in your trading career. Here are some of the most compelling arguments in favor of using forex journals.
Keep Track of Your Progress
Trading over extended periods of time makes it difficult to recall all of the transactions you made just from memory, making it much more difficult to maintain track of your overall trading performance.
You won’t be able to see whether or not your selected trading methods are lucrative or whether or not you achieved any of your trading objectives.
On the other hand, a trading journal allows you to keep track of your trading actions and progress conveniently.
Increase the Effectiveness of Your Trading Methods
Keeping a comprehensive record of your previous trading actions is important in the forex market.
This information is extremely useful since it allows you to identify your own trading strengths and limitations.
Successful Tradings Alerts Consistent Performance
Examining your longer-term data can assist you in determining whether or not you are adhering to your trading plan and whether or not that approach is effective.
Identifying and tweaking the approach that is not lucrative over the long run is simple if your long-term track record is not profitable.
Analyze Trends and Patterns
To ensure that your transactions are secure and safe, it is best to do so as soon as possible after opening or completing your trades.
The specifics will still be fresh in your mind while you’re writing down the overall market patterns, which will be helpful. What is the significance of this?
Third Week Option Expiration has a very Subtle Pattern on ST Trade Alerts
When you gather your notes on the patterns, you may be able to adjust your Risk.
The chart above illustrates just how to Successful Trade Alerts average move per stock tens to dip below their normal average on the third week of options expiration.
Instead of the usual 8% or more, the average move per stock comes down to by a good 25%.
Therefore, we know that on this third week of each month, we can lower our strike price and risk less money as well.
7 Best Trading Journals
TraderSync Review | Best Trading Journals Overall
TraderSync Trading Journal
The extensive range of capabilities available through TraderSync has the potential to enhance your trading results dramatically.
You may get even more value out of your trading journal using the platform, which analyses your trades and generates informative insights.
When Was TraderSync Launched?
The platform created in 2014 by a group of programmers who, at the time of its creation, spent countless hours studying about trading and completing courses.
In the end, they realized they needed a tool to assist them in keeping track of their deals.
How Does TraderSync Work?
The built-in trade simulator allows you to experiment with different trading methods without having to lose any of your hard-earned money.
This function alone has the potential to save you a significant amount of money over time.
Overall, we believe that TraderSync is a fantastic all-around solution for just about every trader to consider.
However, because the free version has some restrictions, you will need to subscribe to the program every month to use its full capabilities.
Because of its arsenal of technical analysis capabilities, TraderSync makes it simple to fine-tune your trading approach as you go.
Furthermore, the AI feedback makes it simple to identify and exploit beneficial patterns in your transactions.
The capabilities of TraderSync intended to support the platform’s three primary functions: journaling and backing up your transactions, identifying trading trends, and providing actionable feedback to help you improve your trading results.
Charting Feature
The trade management platform has a number of useful charting capabilities that allow you to keep better track of your inputs and exit points, as well as chart targets, test stop-losses, and other features.
An intraday charting tool is available, which enables traders to monitor price action changes on a minute-by-minute basis and accurately adjust their stop losses.
Analytics and feedback
TraderSync is home to a plethora of analytical tools that may assist you in improving your trade management and identifying crucial moments in a variety of circumstances.
If you wish to do a manual analysis of the trade, you may submit screenshots and make notes to help you remember the facts of the transaction.
It will also be possible for the trading journal to create automatic trade-specific statistics, such as a depiction of critical insights such as return per share/contract, total return, risk, and so on.
Sharing Feature
It is entirely up to traders to submit their trading results, ideas, custom data (returns, trade size, screenshots, notes, and so on), performance reports, and other information.
In this approach, you can easily provide access to your mentor or trading peers to the features of your trading style and receive feedback on areas where you may improve or where you stand out from the crowd.
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TraderSync can create reports that are easy to comprehend and visually appealing, allowing you to get valuable insights from your trading activities.
There are over ten distinct reporting tools available in the trading journal, allowing you to have all you need to assess your performance from any perspective at the tip of your fingers.
How To Subscribe to TraderSync?
The pricing, which is the crux of our TraderSync review, let’s discuss it.
TraderSync has one of the most flexible pricing plans in the niche of trading journal software, and this is a key differentiator.
Which of the four trading account tiers you select determines the fee that you will pay.
In order to determine which is the ideal option for you, it is necessary to evaluate how each matches your trading requirements, style, and preferences.
The following are the TraderSync offerings from which you can choose:
Basic Account – free
Pro Account – $29.95 per month
Premium Account – $49.95 per month
Elite Account – $79.95 per month
All paying accounts are eligible for a seven-day free trial period.
Here is a comprehensive overview of the features available on each account to assist you in making your decision.
The gist of it is that you may add an infinite number of trades for each of the payment account types you choose.
To cancel your subscription for TraderSync, go to your Profile, select Account Plan, and then select Cancel Subscription from the available options.
Pros
All plans are eligible for a 7-day risk-free trial
It is possible to trade stocks, futures, currencies, and options
Interactive charts and artificial intelligence capabilities
Cons
Elite subscriptions are subject to higher pricing
Edgewonk Review | Best Trading Journal Software for Beginners
This is, without a doubt, the best-designed trading journal software currently on the market right now.
We appreciate the fact that it is simple to use and quite useful.
Edgewonk is the Trading Journal Software for Beginners
When Was Edgewonk Launched?
Edgewonk first launched in 2015.
More than a trading journal, Edgewonk, a sophisticated data-driven trade analysis tool that you can use to make better trading decisions.
All of your trades in all currencies and markets across the world are kept track of by you.
How Does Edgewonk Work?
EdgeWonk is a pretty simple program that works extremely well.
First and foremost, you must import your trade data.
There are virtually all trading software programs, including cTrader, Interactive Brokers, MetaTrader 4, NinjaTrader7 and 8, Saxobank, generic Excel imports, and many others.
cTrader is the most popular trading software.
The first feature we’d like to highlight is the simulator that comes pre-installed.
It is possible to determine how future-proof your trading technique is with this tool.
And, of course, this may go a long way toward ensuring that you are prepared for various scenarios.
When it comes to using trade journals, one of the most common difficulties users have is that there is simply too much information being transmitted at any same moment.
Because EdgeWonk comes with filters, you won’t have to worry about how your journal responds to you.
Apart from that, we are completely smitten with the overall style and layout of this specific journal.
Additionally, it provides you with the opportunity to attach screenshots to each one of your entries, which you may use to visualize your trading performance.
Features of Edgewonk
The features of EdgeWonk are now the focus of our EdgeWonk review, so let’s get to it.
Beyond being a well-organized trading journal, the site is also fully loaded with sophisticated features. Let’s have a look at some of the more intriguing examples:
Entry and Exit Optimization
The program will begin evaluating your trades as soon as you have uploaded the necessary information.
It will then come up with a better plan for timing your entry and exits in order to maximize your profits.
It will also provide you with recommendations on the sorts of orders to employ, as well as where to place your stop orders, among other things. The aim of this is to assist you in increasing your success rate.
Trade Simulator
Our EdgeWonk review would not be complete without mentioning the trading simulator function.
It is quite beneficial when performing back tests.
As soon as you enter a sample of trades that is statistically significant, you may run simulated scenarios and portfolios.
You will be able to observe what outcome you would have obtained if you had traded on specific signals, time periods, and other factors in the past.
Testing your approach in a variety of circumstances can assist you in determining how resilient it truly is. This will assist you in staying updated about whether or not it will be able to resist market shocks or operate well in various circumstances.
Trading Classifiers with Advanced Technology
The Advanced Trade Data tab, as well as its classifiers, are two features that significantly distinguish the EdgeWonk journal from the competition.
Once your transaction information has been entered into the system, it will search the data for macro events and other potential patterns that have happened in the time period around the trade.
The President of the United States or the Chairman of the Federal Reserve, the Governor of a central bank, corporate earnings, global trade wars, and other such events are examples of market-moving events.
How To Subscribe to Edgewonk?
It costs $169 for a yearly membership, and there are no other subscription options available. Visit www.edgewonk.app/register to subscribe to Edgewonk.
How to Cancel Your Subscription for Edgewonk?
It is possible to manage your subscription and even schedule cancellations using the customer site.
Please keep in mind that once you cancel your pro journal, you will no longer have access to any of the features available.
You will also lose access to any and all trade screenshots and notes that you have made.
You will not be able to retrieve the journal that was canceled.
Pros
Keep track of your trading results.
Make use of your trade data analytics to your advantage.
Increase the effectiveness of your trading activity.
Back test your approach to see how it would have succeeded in a variety of different situations.
A cost-effective option that requires only a single payment
Cons
Long-term investors may find this investment unsuitable
TraderVue Review | Best Trading Journal Software for Experts
Trader Vue Trading Journal
Our next best trading journal is moving on quickly, none other than Trader Vue, which comes up at number three on our list. It has been in existence since 2011 and appears to be growing in strength over time.
One of the things we appreciate about this platform is that it allows you to start without paying anything.
Yes, you read that correctly. You may use their free tier to make up to 100 stock transactions each month without having to worry about being charged a penny.
When Was TraderVue Launched?
Founder Greg Reinacker established the company in 2011, developing it to a platform that supports 100,000+ traders.
Over the course of 2020, growth in trading was turbocharged — both in terms of active trading activity, and new trading accounts established — and things haven’t slowed down this year.
How Does TraderVue Work?
We believe that TradeVue represents the best value for money among our building’s budget-conscious consumers.
The long-term development potential of EdgeWonk, as well as the comprehensive features of TraderSync, remain our top picks.
Even though TraderVue is still in business, their daily journal summary report is as good as ever.
Yes, they do present you with a performance report at the end of the day, which includes information on trading statistics and a profit/loss graph.
Tradervue makes it easy to keep track of your trading history by allowing you to import trades automatically from your brokerage account.
If you want to improve your trading skills, having all of your trading histories in one place and being able to look through them is handy and beneficial.
You may even post the deals you’ve made with other traders in order to obtain feedback, or you can use them as a model for giving advice to others.
Features of TraderVue
We’ve arrived at one of the most crucial sections of our Tradervue review: the platform’s features and capabilities.
It is possible to categorize them into three types: journaling, analyzing, and sharing.
Let us take a look at each of them individually.
Journal Features
It is possible to import trades for a variety of asset classes into Tradervue, including stocks, futures, and foreign exchange.
You may make use of a number of different capabilities provided by the program.
Take, for example, the automated price charts that are generated. In your trading diary, once you’ve entered a transaction, you may produce and examine charts on a variety of periods (ranging from 1 minute to weekly intervals), along with the buy and sell points.
Also, you may write trade and daily notes to make it simpler to analyze a particular transaction when you come back to it in the future.
You may also tag and filter your deals to better organize your history and keep everything in chronological order.
Once you’ve completed this step, you’ll be able to quickly organize, filter, and evaluate your transactions with a few simple mouse clicks.
Analysis
The report and analysis capabilities on the Tradervue platform are the cherry on top of the cake.
Tradervue automatically generates charts with all of the trade inputs and exits highlighted based on the data that has been supplied.
Both intraday and multiday reports may be generated by the platform using various parameters.
Feature for Sharing
Last, but certainly not least, you have the option of disclosing your trading history and performance information to other members of the trading community.
A number of options are available through the social networking platform function.
The first step is to decide whether or not to publish your transactions and inform others more about your strategy, including whether or not you followed through with it and what happened as a result.
It’s important to disclose not just your profitable transactions, but also your unsuccessful ones.
Not every trader is a winner, and you will always gain more knowledge from your lost transactions than you would from your winning deals.
How To Subscribe to TraderVue?
Our Tradervue review would be incomplete without discussing the financial aspects of the platform.
The Tradervue journal is available in three different pricing options: free, silver, and gold.
Here’s a little additional information about each of them:
Free Plan
Includes a basic journal with 100 stock or ETF trade entries every month for the duration of the subscription.
You have the ability to produce both summary and comprehensive reports on your trades, as well as to share your trading history with others.
You may also benefit from automated price charts that are shown on different time periods.
It takes only a few seconds to activate using your email address and password.
Silver Plan
Aside from all of the features included in the free plan, the silver plan adds unlimited trade entries, more than 100 advanced reports, MFE/MAE statistics, multiple trading accounts, and a host of other services for a monthly fee of $29 (plus taxes).
Gold Plan
This package contains all of the capabilities of the free and silver plans, as well as risk tracking and reporting features, exit analysis, liquidity reports, and other useful tools and information.
The gold plan has a monthly cost of $45 dollars, which is a good deal.
How to Cancel Your Subscription for TraderVue?
You can easily cancel your subscription to TraderVue, by logging into your account.
However, keep in mind that terminating a membership will result in a subscription credit being credited to your Tradervue account for the unused portion of your paid subscription.
Moreover, it may then be used to purchase a new subscription in the future if you so choose.
Pros
Trading journal and trading social networking tool that is simple to utilize
Advanced capabilities to assist you in analyzing your trade history are available
Flexible price choices are available, with a free plan for 100 stocks included
Cons
The monthly subscription amount accumulates to a higher amount
Trademetria Review | Budget-Friendly Best Trading Journal App
Although Trademetria has a large number of functions, the monthly fee is extremely cheap.
It is a particularly appealing choice if you trade with more than one broker since it allows you to integrate with numerous brokers simultaneously.
Trademetria may not be the ideal option for day traders due to its delayed quotations, but it provides everything most traders want to be successful.
When Was Trademetria Launched?
The Trademetria was launched in 2016.
The platform offers all of the important features, ensuring that you have everything you need to analyze your transactions and enhance your online trading performance at your fingertips.
Trademetria Trading Journal
How Does Trademetria Work?
The Trademetria trading journal ticks many of the most essential boxes when it comes to being an inexpensive trading journal with a comprehensive feature set.
To improve your trading strategy, perform better trade analysis, and keep more structured trade notes, you may make use of Trademetria’s tools and features.
Furthermore, the free edition of Trademetria includes a robust feature set, allowing you to get a lot more out of this trading tool without having to sign up for a premium membership.
There are certain limitations to Trademetria, but it is an excellent all-around solution for many traders.
Features of Trademetria
The platform offers a wide range of features and capabilities that may be beneficial to both novice and experienced traders and investors.
The trade notebook provides you with the ability to:
Maintain a record of your trading activities
Users can take advantage of a beautifully designed and simple-to-use trade history monitoring tool that includes everything from individual and daily trade entries to image attachments.
To better represent the circumstances surrounding a particular trade to adding trade remarks and descriptions to the trade history database.
Examine the results of previous projects
You may sort and filter your trades by a variety of criteria, including date, instrument, applied strategy, instrument rankings, and more.
Additionally, you may watch the increase of your equity over time and produce sophisticated reports on your intraday performance and trading outcomes.
Multiple accounts are being monitored for a variety of metrics
The diary includes over 30 critical indicators that, when taken together, help provide a full picture of your trading habits, goal monitoring, and how it influences your trading performance, among other things.
For example, if you want to track your open PnL or compute risk factors such as profit factor or R-ration of your portfolio, you don’t have to log in to the platforms of all of the brokers with whom you trade.
Trademetria consolidates all of your positions into a single screen and generates a summary of your overall performance for you to review.
What is Trademetria Pricing?
The most appealing feature of the solution is the variety of payment options available, which makes it a universal tool for all sorts of traders. The platform costs are separated into three categories: free, basic, and professional.
It costs $19.95 per month for the Basic option and $29.95 per month for the Pro option.
Annual payments are eligible for a 30 percent reduction, which reduces the rates to $169 and $249, respectively, if made in advance.
All you have to do is visit Trademetria and subscribe to the package you like.
How to Cancel Your Subscription for Trademetria?
Customers have the option to cancel their subscriptions at any point.
You may cancel your subscription by logging into your account and clicking on the Cancel Subscription option in the Account Plan section.
Pros
Tracking the performance of your trading operations
A platform that is web-based and can be accessed from anywhere in the world.
Functionalities for advanced analytics are available.
Included are real-time quotes.
Supports equities, options, futures, FX, cryptocurrencies, and contract for difference (CFDs).
API and PnL Simulator
Cons
Recurring costs
Edgesheet Review – Best Trading Journal Software for Forexand Crypto
In addition to being a crypto-only trading journal, Edgesheet will instantly import your transactions from BitMEX, FTX, Binance Futures, and Bybit through API integration.
Edgesheet is a straightforward and straightforward user interface that allows you to monitor numerous accounts, see your trades with all essential statistics, open charts that show your exact inputs and exits, and do a few other things.
When Was Edgesheet Launched?
Edgesheet was launched in early 2020. Comparing Edgesheet to Coinmarketman, which I will discuss in more detail later, which is arguably the most significant competitor to Edgesheet in the cryptocurrency trading arena, Edgesheet has less functionality.
It is designed on the principle of simplicity, which is reflected in the pricing, which is only $19.99 per month.
Edgesheet founders are software engineers Goncalo Lopes and Carmen dos Santos from London, England.
Edgesheet Review: Edgesheet Trading Journal is affordable at $19.99/month
How Does Edgesheet Work?
Edgesheet, in my opinion, is a fantastic journal for anyone who wants to have a fundamental understanding of their or her crafts and industries.
Those who deal in cryptocurrency will find Edgesheet to be an excellent choice because it allows them to keep a journal that automatically imports all of their transactions and tracks crucial data.
In addition to being a crypto-only trading journal, Edgesheet will instantly import your transactions from BitMEX, FTX, Binance Futures, and Bybit through API integration.
Features of Edgesheet
The following are some of the features of Edgesheet:
All of your trades in one convenient place
Check your open positions and trading history to see how you’re doing. With full-featured charts, you can analyze any trade.
Statistics and performance metrics may be used to keep track of your trading strategies. Formulate, test, iterate, and refine your competitive advantage.
Support for Multiple Accounts
Binance Futures and Bybit accounts may be linked together so that you can keep track of your whole portfolio in both USD and BTC modes. Prepare your data for individual analysis by filtering it.
Trades, accounts, and exchanges should all have labels assigned to them.
What is Edgesheet Pricing?
You can easily subscribe to Edgesheet by visiting their official website.
You will get the free 14-days trial and afterwards, it will cost you $19.99 per month.
The monthly recurring price for Edgesheet fully automated trading journal software is attracting a great deal of interest.
How to Cancel Your Subscription for Edgesheet?
To cancel your subscription, go to your Edgesheet account and cancel your subscription.
If you face any difficulty, you can contact their customer support as well.
Pros
All of your trades in one convenient place
Support for Multiple Accounts
Affordable in terms of pricing
Cons
Limited features as compared to other trading journals
Not suitable for professionals
How to Contact Edgesheet Customer Service?
You can reach out to Edgesheet support via email: admin@edgesheet.com
What are Edgesheet Users Saying about EdgeSheet Experience
Edgesheet on its twitter account re-tweeted this feedback from a very satisfied user.
EdgeSheet is a far superior trading journal to EdgeWonk. Period. API integrated with FTX, automatic, massive range of performance metrics, snap shots trades via TV.
EdgeSheet Review on Twitter by a user comparing Edgesheet vs EdgeWonk
Coinmarketman Review | Best Trading Journal Software for Crypto
Our next Trading journal is Coinmarketman, which is likely to be a more popular alternative among traders owing to their more active marketing approach, attempts to elevate the concept of journaling to a completely different level.
When Was Coinmarketman Launched?
Coinmarketman was launched in mid-2017.
This sophisticated crypto tracking program can help you take your bitcoin investment to the next level.
How Does Coinmarketman Work?
As with Edgesheet, they are a crypto-only journal, although they provide a few more exchanges when compared to the latter.
You can import trades from Bybit, Bitmex, Bittrex, Deribit, Coinbase, and Binance, among other cryptocurrency exchanges.
A simple journal like Coinmarketman is not what it claims to be; it is actually a platform that performs much more than simply integrate your trades through API.
All of your metrics are meticulously monitored; you get real-time price tickers, a grade for your performance, and more.
The fact that they are quite active and continually improving their product, which is already extremely strong, can be seen by their activities.
Coinmarketman Trading Journal
Features of Coinmarketman
The following are the features of Coinmarketman:
Trade auto-sync
Coin Market Manager’s main benefit is that it allows you to quickly import deals from popular crypto exchanges with the press of a button, thereby giving you the opportunity to track all your coins in one location.
Multi-cryptocurrency tracking
Never make the same mistake again. Gain unparalleled insight into the turbulent cryptocurrency market in real-time.
Use the FIAT watchlist to monitor your preferred FIAT/crypto pairings across various crypto exchanges. The net worth that you have shown on connected exchanges and wallets is increasing.
Better understanding your crypto investment
For each exchange, there’s no longer a requirement to log in in order to see your cryptocurrency.
You can keep track of your whole crypto assets using Coin Market Manager. You can examine your whole portfolio balance, including your profit and loss, as well as the number of coins you have in both BTC and USD.
How To Subscribe to Coinmarketman?
Simple Portfolio overview, Real-time pricing, 1 account per exchange, and live browser tab balance are all included in the free Basic Plan. Sign up from their website to start using it.
Active traders may profit most from their premium subscription plans:
Pro Plan: Break-even data, unlimited trade updates, automatic trading diary, and in-depth account analytics are included in the Pro plan.
Every month, it costs $41.66
Enterprise plan: For $49.99 per month, get everything in the Pro plan plus CSV downloads and reports.
You may try out Coin Market Manager for 7 days for free before committing to their plan.
How to Cancel Your Subscription for Coinmarketman?
To cancel your Coinmarketman subscription, log in to your account and cancel your subscription. You can also contact their customer support in case of any difficulty.
Pros
The user interface is intuitive and straightforward.
Keep track of all of your cryptocurrency in one spot.
Techniques for refining your methods through the use of journals
Advanced analytical techniques
Uncomplicated to comprehend a chart of performances
Keep track of all of your exchange deposits, withdrawals, and account balances.
Balances in real-time, as well as total gains and losses
Cons
There is no mobile app.
Journalytix – Best Stock Trading Journal Software
Jigsaw has developed a platform called Journalytix.
If you are familiar with Jigsaw, you can be confident that Journalytix will be a genuine experience.
Their systems, which mostly focus on futures (but also allow you to record forex, CFDs, stocks, and cryptocurrency). Moreover, provides a comprehensive performance tracker with a built-in calendar and audio news feed.
When Was Journalytix Launched?
Journalyix was launched in 2018 by Jigsaw.
The tools highlight trends in trading data that assist traders determine what is working and what isn’t for them.
How Does Journalytix Work?
Leaderboards, group discussions, group analytics, and a management dashboard are all features that are exclusive to the Journalytix software platform.
Aside from that, they collaborate with a number of legacy futures brokers and futures funding businesses.
So, if you are involved in the futures trading industry, you may find yourself utilizing the Journalytix platform.
They are a good option.
However, as a classic retail trader, I would look at either Edgewonk or Tradersync as a next step on list.
Journalytix Trading Journal
Features of Journalytix
The following are some of the features of Journalytix:
Dashboard for Trader Assistance
“Day Overview” combines a real-time audio news feed, economic release warnings, real-time economic news announcements, profit, risk and P&L charting.
All in one place to ensure that you are always aware of how your day is progressing, how it compares to your typical day, and what events are shaping the days’ action.
Trade information is immediately transmitted to our computers within seconds of opening or canceling a position on your trading platform.
A pleasant, unobtrusive notice will provide you with 1-click access to the journal for that position, where you may – voice dictate notes (130 languages allowed), classify the trade, add free-format hashtags and attachments such as screen images or videos, and much more!
Dashboard with Advanced Analytics
Analyze your trading history to understand what is truly affecting your profit and loss – both positively and negatively.
Trade types and free-format hashtags you added to positions may determine which instruments, when the open positions, and what trading habits are truly driving your bottom line.
Playbook
Because nothing is guaranteed to perform all of the time, your playbook serves as a store for knowledge about your trading rules as well as which market circumstances are most appropriate for each setup.
How To Subscribe to Journalytix?
You can easily subscribe to Journalytix packages by visiting their website. Moreover, you will come across the following packages:
14 DAYS FREE, then $47 per month
First 14 Days Free, then $399 per year
$47 per month
$399 per year
How to Cancel Your Subscription for Journalytix?
During the first 14 days, you won’t have to pay anything.
Alternatively, you may cancel the recurring payment via PayPal before the 14-day period expires if you do not wish to proceed.
If you want assistance in canceling your plan, please contact them and they will assist you.
Pros
Dashboard for Trader Assistance
Advanced Analytics
Tagging and Journaling in the Workplace
Cons
Limited features as compared to TraderSync
Best Trading Journals Software Summary
To help you decide what is the best trading journal software that fits your current needs best, here is a comparative table summary.
Trading Journal Software
Primary Market
Supported Exchanges
Pricing
Mobile App
Free Trial Period
Edgesheet
Forex, Crypto
BitMEX, FTX, Bybit, Binance Futures
$19.99/month
Yes
14 days
EdgeWonk
Stocks, Options
cTrader, IB, Meta Trader + more
$169/year
Yes
N/a
TraderSync
Stocks, Options
NYSE, Nasdaq
$29.95/month
7 days
Journalytix
Futures, stocks and Crypto
Binance, NYSE, CBR, Nasdaq
$47/month
Yes
14 days
Coinmarketman
Crypto
BitMEX, Binance, Coinbase, Bybit+ others
$42/month
No
7 days
Trademetria
Stocks, Futures, Crypto
Binance, Coinbase, NYSE, Nasdaq
$19.95/month
Yes
N/A
TraderVue
Stocks, Options
NYSE, Nasdaq
$29.95/month
Yes
N/A
Top 7 Trading Journals Software Comparison
EdgeWonk vs Tradersync
Despite its very attractive yearly pricing, EdgeWonk did not receive too many accolades from the users we surveyed.
In this head-to-head comparison of EdgeWonk vs Tradersync, the latter came ahead in a landslide.
No need for a recount 🙂
EdgeWonk vs Tradervue or Tradervue vs EdgeWonk
Our social media panel survey in comparing TraderVue Trading journal software vs its EdgeWonk counterpart came in at 79% in favor of TraderVue.
Therefore, the edge clearly goes towards TraderVue.
Tradersync vs Tradervue
You cannot go run with either Tradervue or TraderSynch.
The decision here for us depends on your current level of expertise as a trader.
If you would like more information you can leverage in making your trading decision, then go with TraderVue.
Otherwise, TraderSynch is a great choice for a trading journal software.
Trademetria vs Tradersync
The edge in this review of Trademetria vs Tradersync has got to in favor of Tradersync for it is a more complete trading journal software.
FINAL THOUGHTS ON Best Trading Journals Software
There is no question that keeping a decent trading journal Software or App may help you move from being an average trader to becoming a top-tier trader overnight.
However, in order for this to occur, the journal must offer you with the tools and functionality necessary to complete the task at ha
The seven selections discussed above are all excellent, but you should take the time to examine their essential characteristics in order to choose which one is the most appropriate for your trading style.
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Google CEO recently announced that the company is not looking to split their stock because Fractional Shares are available to investors.
A week later, we now can officially trade Fractional shares on the Webull App trading platform.
This article will give you a step by step tutorial on everything you need to know on fractional shares trading on Webull.
What Is Fractional Shares Trading
A fractional share is less than a whole share of a stock.
That is a partial share between 0.00001 and 0.99.
Instead of investment in a full share price, an investor can just purchase a small piece of the entire stock.
It has been a long time coming for retail investors to get access to this feature.
Finally, Webull has made the wait for fractional shares trading worth a while.
Why Do People Trade Fractional Shares
The valuation are getting so high with some of the US stocks that it has gotten more and more difficult for small investors to get into some of the big name stocks.
The likes of NFLX, ROKU, NVDA, APPL (before the Split), TSLA (even after the split) may just be too expensive for some beginner investors.
Lets not even bring the ones above $1000 into this conversation.
AMZN, GOOG are too good examples of stocks that a great deal of traders and investors cannot have access to without fractional shares trading.
Now with the introduction of fractional shares, anybody with a small account has the opportunity to invest in the same stocks as the big institutions.
With just $50, you can purchase 0.014 fractional shares of AMZN .
Or you can elect to go with GOOG fractional shares and the same $50 will allow you to own 0.02 shares.
Fractional Shares and Dividends
Assume you hold fractional shares of a Dividend paying stock.
You will be able to earn dividend on your fractional shares proportional to your fractional shares holdings.
As an example, if a dividend pays $1 on a full stocks and you hold 0.33 fractional shares, you will receive $0.33 as a dividend payou.
This represent 33% of the dividend because you hold 33% of the whole stock.
Legal Impact of Fractional Shares
As a shareholder of a fraction shares, you are not entitled to proxy voting.
However if you own some whole shares and fractional shares, the whole share portion of your investment gives you the rights to proxy voting.
This may no matter for most retail investors because they own so little of the shares that their voting does not have a great great of impact.
Webull Guidelines On Fractional Shares Trading
Before you get too excited at the prospect of building your portfolio of fractional shares on some of the big name stocks, here is what what you can and cannot do on Webull fractional shares trading.
Can you Trade Fractional Shares on All Stocks ?
As of this writing, Webull has opened fractional shares trading on only certain stocks and ETFs.
The main stocks on the S&P500 are available for fractional trading.
How TO Recognize a Fractional Share Eligible Stock on Webull App
How to find out that your stock of choice is eligible for fractional shares trading on Webull ?
You will see a green diamond icon on the details page of your stock as displayed on the view above for QQQ.
I ran my entire watchlist to check for availability and all of them are enabled for fractional trading.
The only stock without fractional shares trading activated is SOS.
This is a less than $3 stock that came on my radar recently as a potential meme stock.
Can You Buy Fractional Shares of Bitcoin ?
Yes, all major cryptocurrencies are eligible for fractional shares trading.
A single bitcoin can be sliced as low as you desire.
This enables investors to manage their exposure to this awfully volatile asset.
When Can you Trade Fractional Shares on Webull
You can only trade fractional shares during regular market hours.
Which means that you have the window of 930an Est to 4PM Est each weekday.
That is tough luck for pre-market and after hours traders who may be looking for bargains outside of the intraday trading.
What Are the Order Types Supported on Fractional Shares
There is one and only one order type for buying and selling your fractional shares on Webull.
You will need to set your order type as a MArket Order.
This means that you will be buying the fractional shares at the going price in the market.
Therefore it precludes you to place limit orders that are often used by traders.
How Much Do Money Do You Need to Trade Fractional Shares
There are two restrictions on the minimum number of fractional shares you can buy and sell.
The minimum number of fractional shares you can buy on Webull is 0.00001 shares with is one divided by 100 thousands.
The other requirement is that you order must be at least for $5.
Let’s use Berkshire Hathaway Inc (Ticker: BRK-A) as an example to illsutrate this.
The BRK-A whole stock is worth $417600. That is 417 thousands dollars and some change for just one share.
If you divided this per 100000, you end up with $4.176.
This is not greater than $5 so you will need to buy more than 0.00001 share of BRK-A.
0.0002 shares will cost you $8.35 therefore that is the absolute minimum of shares you can start with.
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At this time, Webull guidelines do not support short selling on fractional shares.
I am not sure if in the future this feature will be enabled.
However, it goes against the spirit of fractional shares which is mainly to allow small investors to buy high price stocks.
Can You Transfer Fractional Shares From Broker to another
You may be limited on where you can transfer your fractional shares to.
Webull can only transfer your fractional shares to brokers that are also using Apex clearing as the clearing house.
Some examples of Apex clearing brokers are: M1 Finance, SoFi, Stash, Wealthsimple, Beteerment, Firstrade, Stockpile.
What can yo udo if your brokerage is not Apex Clearing?
You will have to liquidate the fractional part of your position and transfer the moeny as cash.
How To Start Fractional Shares On Webull App
Trading Fractional shares on Webull can be a little bit intimidating for the first time.
However, it is not that complicated by following the simple steps below.
Select your stock of interest and insure that it is eligible for Fractional shares trading.
A green diamond icon should be displayed on your stock details.
2. On your order ticket, change the order type to Market (from your default LIMIT) and the following display confirms if your stock is enabled for fractional shares Trading.
Change the Order Type to Market Order For Fractional Shares Trading
3. Click on Whole Share to switch to Fractional Shares as shown below
How To Switch From Whole Share to Fractional Share
4. Finally, Click on Buy to Get Order Confirmation screen showing the quantity and cost of your fractional share trade (if buying)
Fractional Share Order Confirmation on Webull App
After you hit confirm, some error message may appear if you try to trade like 1.2 sahres.
this is not a fractional share at this point.
Your number of fractional shares is always less than 1.
So you will need to buy the whole share separately.
The other message you may encounter is if your total order is less than $5.
I have a good illustration of that in the short video at the bottom of this article with the above steps fully depicted.
How To Calculate How Many Fractional Shares You Can Buy
You may be wondering how many fractional shares you can get for your specific budget allocation.
In order to help you with that, I am providing this table for some of the major stocks.
How to use this table.
Look for your budget on the top row starting from $ through $75 and your stock of interest on the first column.
The intersection gives you the number of fractional shares you can purchase with that money.
$5
$10
$15
$20
$25
$30
$40
$50
$60
$70
$80
$90
$100
$110
$120
AAPL
0.03
0.07
0.10
0.14
0.17
0.21
0.27
0.34
0.41
0.48
0.55
0.62
0.68
0.75
0.82
MSFT
0.02
0.04
0.05
0.07
0.09
0.11
0.14
0.18
0.21
0.25
0.29
0.32
0.36
0.39
0.43
AMZN
0.001
0.003
0.004
0.006
0.007
0.008
0.011
0.014
0.017
0.020
0.022
0.025
0.028
0.031
0.034
FB
0.015
0.029
0.044
0.059
0.073
0.088
0.117
0.147
0.176
0.205
0.235
0.264
0.293
0.323
0.352
GOOG
0.002
0.004
0.006
0.008
0.010
0.012
0.016
0.020
0.024
0.028
0.032
0.035
0.039
0.043
0.047
NFLX
0.009
0.019
0.028
0.038
0.047
0.057
0.075
0.094
0.113
0.132
0.151
0.170
0.189
0.208
0.226
NVDA
0.007
0.014
0.021
0.028
0.034
0.041
0.005
0.069
0.083
0.096
0.110
0.124
0.138
0.152
0.165
TSLA
0.008
0.016
0.023
0.031
0.039
0.047
0.062
0.078
0.093
0.109
0.124
0.140
0.155
0.171
0.186
JPM
0.033
0.065
0.098
0.131
0.163
0.196
0.261
0.327
0.392
0.458
0.523
0.588
0.654
0.719
0.784
V
0.020
0.040
0.060
0.081
0.101
0.121
0.161
0.202
0.242
0.282
0.323
0.363
0.403
0.444
0.484
JNJ
0.030
0.060
0.089
0.119
0.149
0.179
0.238
0.298
0.357
0.417
0.476
0.536
0.595
0.655
0.714
PYPL
0.017
0.034
0.051
0.068
0.085
0.102
0.136
0.170
0.204
0.238
0.272
0.306
0.340
0.374
0.408
Fractional Shares Table | How Much You Can Buy per Budget Allocation
Download Our Free Fractional Shares Calculator
Fractional shares calculation can become tricky.
Therefore, I ma providing my free Fractional Shares calculator for download for any stock.
Just the current price of the stock and the calculator gives you an idea at different price of how many fractional shares you can purchase.
Also, the calculator will enable you to modify your initial investment if the suggested numbers do not match your desired investment.
Just change how much money on the first row and you automatically get the answer to how many fractional shares you can afford to buy with the money you have.
In the very competition sphere of online trading brokers, Webull is making great strides against more established platforms like E*TRADE. In this Webull vs ETRADE tutorial, I will present you with unique insights and facts to help you determine which one of these two brokers fills your trading needs in 2022 and beyond. Webull vs ETRADE or ETRADE vs Webull Let me preface by telling you that I have been using both of these brokers from many years now, ETRADE …
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If you are new to stocks or options trading, reading stock charts is one of the most intimidating skills to master.
Hopefully, Webull platform introduces very intuitive stock charts.
This easy step by step guide will bring you an in depth view into how to read Webull charts so that you can easily focus on growing your account.
How To Read Webull Charts | Webull Charts Overview
Whether you are using the Webull App or its desktop version, setting up the Webull charts for stock analysis follows the same steps.
The main difference is that on the mobile App, you will have the luxury to choose between advanced Webull chart and simplified chart.
The simplified chart as its name suggest provides less indicators than the advanced ones.
I am of the mindset to keep the number of indicators quite small on a stock chart.
The reason is because many beginner traders get distracted quite easily with too many indicators.
Despite this approach, I often see many traders confused with my charts on Tradingview which only show a handful of indicators.
How To Access the Webull Chart Setting on the App
In the new Webull App interface, after you select a stock, the first icon on left of the stock chart.
The view below may be different for you the first time if you have not set up your Webull chart settings yet.
How to Access Webull App Settings
On the bottom right-hand side of the above view, click on the tiny chart icon.
This will take you to a menu similar to the one below.
The displays is the chart Toolbox with multiple menus we will be using later on.
Webull Chart Toolbox
How To Setup Your Webull Charts
Next step is to click on settings to gain access to the chart settings.
On this page, you will be able to easily and quickly select different items.
The first of which is advanced vs simplified chart we introduced earlier.
I am always using the advanced Webull chart.
Chart Settings Menu on Webull App
The main items to choose from the menu are as follows:
Indicators on Main chart: I have this one turned on so that i can see detail about any stock on the main chart
Sub-Charts: You can determine if you want sub-chart to match the main chart on the full screen
Chart Height: I selected High because most stocks in 2021 are going up and down
Including Extended Hours: I am hiding this one because a simple quote reading is enough for me in pre-market.
Corporate Actions Display: By selecting this, you will be able to see indicators on your charts about Dividends, splits and Earnings.
Keep Drawings on all Time Frames: you will have the ability to draw on your charts no matter the selection of timeframe
Candle Style: I always use solid candles in all my charts. The other choice is hollow candles if you would like to try them.
Below is a view of the difference between the hollow candles and the solid candles.
Hollow Candles vs Solid Candles on Webull Charts
Webull Technical Indicators
If you are into technical analysis, Webull App technical indicators will not disappoint you.
On the contrary, Webull bring a slew of fancy indicators to technical analysis lovers on its main chart as well as on the Sub chart.
Just in case you may be new to stocks charts reading, the main chart is the one with the candlesticks usually on top while the sub charts are below it with key indicators.
Lets explore what is available in each category.
Webull Main Chart Indicators
On my main chart, I like to keep three main indicators.
These are the Exponential Moving Averages or EMA, the Bollinger Bands and the Volume Weighted Average price also known as VWAP.
Webull Main Chart vs Sub Chart Technical Indicators
I know you may have seen other traders use the Simple Moving Averages.
The difference between the two is that the Exponential Moving Average reduce the lag of this indicator by giving more weighting to the most recent prices.
For instance, if we are calculating EMA8, the last 3 candles have more importance than the first five.
A good analogy I like to use when teaching traders is that if you want to know your future, the most recent history (let’s say 3 years or 3 months or 3 days) is more telling than what you did many years ago.
Setting Up Moving Averages on Webull Charts
In order to setup your moving averages, just enter the number of periods for each either manually or using the slider as shown above.
Then select your desired color for each.
I like using yellow for my EMA8 and green for my EMA20 in case you were wondering.
Related Video : How Long It Takes To Make 1000% Option Trading Our Gang$Ta Strategy
Why I Use EMA8 and EMA20 on my Webull Chart
I set up all my charts with 2 EMAS: EMA8 and EMA20 meaning the 8-period (understand candles) and 20-period.
This is true regardless of the timeframe at which I am studying the chart.
The reason for this because it helps me identify momentum changes quite easily.
You see the EMA8 is the recent momentum while the EMA20 is the older momentum.
Therefore, the EMA8 direction is always telling me what the immediate future may be.
Hence, when the EMA8 crosses the EMA20 in either the bullish or bearish direction, there is a strong conviction in that direction.
Consequently, we can then trade that direction with great confidence.
Crossover of EMA8 above and below EMA20 on PINS Daily Chart
In the above PINS daily chart, I highlighted 5 recent occurrences of EMA8 crossover of EMA20.
Three of such instances were bullish (EMA8 crossing above EMA20) and two were bearish (EMA8 crossing below EMA20).
Should you be wondering how often this happens, the answer is more often that you may think.
This strategy of EMA8 is known as the cross of death (bearish scenario) or the golden cross (bullish scenario).
You can use this in your day trading as well on lower timeframes.
I use the 15 minutes timeframes for day trading.
The only difference is that stocks will tend to have multiple directions throughout an intraday thus several of these crossovers may be false positives.
Here is a nice homework for you.
Please use the Live dynamic chart below to study any stock of your liking and try to identify how many crossovers of EMA8 an EMA20 you could have capitalized on using your new learned trading strategy.
Google CEO recently announced that the company is not looking to split their stock because Fractional Shares are available to investors. A week later, we now can officially trade Fractional shares on the Webull App trading platform. This article will give you a step by step tutorial on everything you need to know on fractional shares trading on Webull. What Is Fractional Shares Trading A fractional share is less than a whole share of a stock. That is a partial …
QQQ Options recently introduced daily Options just like its SPY counterpart. The prospect of being able to trade cheaper options contract on QQQ ETFs should excite many day traders. In this Day trading Tutorial, we will share our step-by-step strategies on how we can now day trade QQQ Options for big profit. Ticker Tape by TradingView How To Trade QQQ Options | What is QQQ ETF QQQ is an Exchange Traded Fund (ETF) launched by Invesco on March 10 1999. …
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The new Webull Trading App offers plenty on new tools and features to help stocks and options traders. In this discussion, we will be focusing on How to Use the Webull Volume Analysis feature. With the intended goal to incorporate this tool into your trading strategy to help grow your account. How To Use Webull Volume Analysis | What Is Volume in Stock Trading Volume in stock trading is the sum of the number of shares sold plus the number …
Webull Options trading has been lacking for a long time. Finally, the platform has decided to step up to its many customers requests and introduce a slew of features in 2021 including Options Tradings. By the end of this tutorial on How to Trade Options on Webull App or Desktop, you will be equipped with the knowledge to set up your Webull options trading App or the Dashboard, access the training course offered on the App version of Webull, take …
Displaying multiple layers on the charts is a very nice convenience to avoid going back and forth to look for needed information.
To do so, simply select from the view below which layers you would like to see and hide the ones you rather not have on your chart.
Webull Charts Layers Selection
Corporations’ actions are Earnings, Dividends or Investors days when the company is providing updates to analysts.
How To Setup Dual Charts On Webull App
Dual charts on Webull provide you will the ability to see two charts simultaneously.
This can be advantageous when trading two stocks and following their progress on their chart.
I used this feature during the writing of this post as I was making nice profit on PINS ( over 100% gain on 71 JUL16’21 71 PUTS) and AMC29 PUTS. These ran from 26 cents to over $1.
Here is the what the dual charts for these two stocks look like on my Webull mobile App.
Dual Charts View for PINS and AMC
How To Read Webull Options Charts
If you are an option trader like me, following the options charts is even more important than the stock charts.
What Does Options Chart tell Options Traders
Options track the movement of the specific contract you are trading.
Therefore, what’s better than tracking exactly how that instrument is moving.
Of course, the option chart mirrors the stock charts.
However, there are specific things we can only see on the option charts.
Options chart helps traders track contract price movement
The price of an option contract can increase or decrease because of a spike/decrease in implied volatility while the stock itself is not moving much.
Often, this happens around Earnings date.
Or simply because markets makers are adjusting to overall market conditions.
Track the Contract you are trading
The other major factor that will make options price movement is how many traders are buying those contracts.
In all of these scenario, options traders like you and me cannot get this information by simply looking at the chart of the stock.
Therefore, I teach traders in my Discord room how to read options charts.
You can setup your options charts with the same indicators you already have on your stock chart.
Here is a short tutorial video on how to read options charts on Webull.
Are Webull Stock Charts better than TradingView’s ?
Most brokers do not put enough emphasis on their charts.
I know several ones who leverage the advanced charting capability of TradingView.
Hence the question, how does Webull charts measure the standard?
Learning How to Trade Options as a beginner does not have to be as complicated as you may have heard. In this step-by-step guide, I will show you how to get started with a very solid foundation on Options trading. Ready to find out about how to trade options like a pro? Let’s get into the details. Telex Hold a Master Degree in Electrical engineering from Texas A&M University. African born – French Raised and US matured who speak 5 …
QQQ Options recently introduced daily Options just like its SPY counterpart. The prospect of being able to trade cheaper options contract on QQQ ETFs should excite many day traders. In this Day trading Tutorial, we will share our step-by-step strategies on how we can now day trade QQQ Options for big profit. Ticker Tape by TradingView How To Trade QQQ Options | What is QQQ ETF QQQ is an Exchange Traded Fund (ETF) launched by Invesco on March 10 1999. …
The new Webull Trading App offers plenty on new tools and features to help stocks and options traders. In this discussion, we will be focusing on How to Use the Webull Volume Analysis feature. With the intended goal to incorporate this tool into your trading strategy to help grow your account. How To Use Webull Volume Analysis | What Is Volume in Stock Trading Volume in stock trading is the sum of the number of shares sold plus the number …
Webull Options trading has been lacking for a long time. Finally, the platform has decided to step up to its many customers requests and introduce a slew of features in 2021 including Options Tradings. By the end of this tutorial on How to Trade Options on Webull App or Desktop, you will be equipped with the knowledge to set up your Webull options trading App or the Dashboard, access the training course offered on the App version of Webull, take …
