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While looking at my stock portfolio I noticed that it becomes quite time consuming to look up every stock to see how well they are doing. Are they weakening, getting stronger or remaining stable? I created a simple tool that allows users to upload their portfolios from Fidelity, Etrade and Schwab. It may work with other brokerage also but they have not been tested. All of these brokerages allow exporting the portfolio via .csv file. Once this file is generated, head over to http://megascreener.com ...

I looked at a large number of US index based equity ETFs that are technology or general equity ETFs and selected the ones with 100 or fewer stocks to see how well they did vs the indexes such as Invesco QQQ Trust (QQQ) , Vanguard S&P 500 ETF (VOO). With fewer stocks these are likely to go up or down more when the stock market goes up or down. However, some may see this is worth the risk especially if it outperforms the market when it goes up. ...

I compared 15 momentum ETFs to find the best performing momentum ETFS and to see how they compare against the S&P 500, QQQ and other benchmarks. Many of these momentum ETFs fail to even match the performance of the indexes that they pull stocks from. Some indexes have hundreds more stocks, a much lower expense ratio and beat these momentum indexes? Are all momentum ETFs failures? Not all failed. There were at least a few that beat the indexes and did pretty well. ...

I compared 50% VOO + 50% VOOG to 75%VOO and 25% VGT. Does the 50/50 Vanguard S&P 500 and growth beat the 75% VOO and 25% VGT Vanguard technology ETF? The results surprised me. I also look at tech percentages in each to see how well each performs. I also added some other ETFs to compare such as Vanguard VUG Growth ETF, Schwab SCHG Large Cap Growth ETF, SPDR SPYG S&P 500 Growth ETF and lastly I compared Invesco QQQ Nasdaq-100 ETF and try and figure out why QQQ does so well even though it only has 50% tech. ...

Composer automated stock trading brokerage (Composer.trade) now has new retirement accounts, crypto and new features. I go over the new features and options available. Composer is an algorithmic trading brokerage platform that uses Alpaca brokerage as the broker to execute trades. Composer is an algo stock trading bot can do stock backtesting and trading. Learn how to algorithmically trade stocks in the stock market without any programming experience. No python required and works with Alpaca brokerage and Apex Clearing. Composer allows complex trading strategies to be created and automatically buys and sells daily when the criteria is met. It is free for backtesting and Crypto trading. Crypto trading does have a small .2% fee (at time of this writing). There is a fee of $30 a month for the trading pass or it is even less when paid annually. ...

While the S&P 500 was up around 25% in 2023, Dollar General was down approximately 46%. The company had a really bad third quarter where net income was down 47% with same store sales falling slighly. The company has blamed shoplifting as a result of the recent self checkout expansion but is there more to the story? https://investor.dollargeneral.com/websites/dollargeneral/English/2120/us-press-release.html?airportNewsID=6e45bcfc-f067-4bdb-8d4b-bda9534b04c9

Best Global Bank Fidelity Cash Management or is Schwab bank best for overseas travel? The Fidelity Cash Management Account and Schwab Investor Checking / Savings offer some of the most generous overseas ATM fee refund which is great for overseas travelers. However, is Schwab better than Fidelity CMA?

Wealthfront cash account now has fast transfers for some supported banks.

Merchants bank of Indiana offers a unique flex rate CD product that is currently paying 5.92% APY on their 12 month CD.

I closed numerous credit cards and erased about $100,000 in credit. How will this effect my credit score?