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
- MarketWatch List of Ten Newsletters to Read: www.marketwatch.com/story/10-investment-newsletters-to-read-besides-buffetts-2015-03-02.
- Various publications and subscription options are at TheStreet.com (Full Disclosure: At the time of publication, Chris Versace and Lenore Hawkins were responsible for a subscription-only, ...
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