Appendix: Definitions, Metrics, and Resources

An investment in knowledge pays the best interest.

– Benjamin Franklin

More important than the will to win is the will to prepare.

– Charlie Munger

We've presented you with a lot to absorb, and in a few places we referred you to the Appendix. The first half of this Appendix follows up on several topics from Chapter 2 (investment services, online brokerage services, and more), and offers a deeper dive on bonds, the yield curve, and more from Chapter 9 (Designing Your Portfolio). Finally, because we are all about data—collecting and using data to put the investing puzzle pieces together—we've shared several of our go-to resources to help get you going. We're always looking for new resources and repositories of information, which is why we recommend you check with our more in-depth and regularly updated resource list at www.CocktailInvesting.com.

Chapter 2

There are a lot of investment services out there, so we've just listed a few that we've personally used and/or thought useful. For a more complete and more up-to-date list, please visit the website for this book at www.CocktailInvesting.com.

Newsletter Services

Get Cocktail Investing now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.