1. Fund’s Longevity How many years have the fund been effective. Longer history suggests stability and track record to see the results. That said, past data does not imply future performance. 2. Fund Size At least USD 100 million AUM (Assets under Management). Larger AUM is better. 3. Expense Ratio The % of funds that…
Category: Education
Option Expiration
1. Expiration for Index and Equity Options is the Saturday immediately following the 3rd Friday of the expiration month (except when Friday is a holiday, then the expiration date brings fwd 1 day to Thursday). 2. American Style Option (usually the case) – can be exercised at any time prior to expiration, up to the…
Stock Picking Strategy – CANSLIM
CANSLIM is System for Selecting Stocks. It is created by William J.O’Neil, the founder of Investor’s Business Daily. Each letter represents a key factor to look out for when looking to purchase stocks in a company. C – current Quarterly earnings of a firm – last Quarterly earnings have > 20% growth A – annual…