Investment Resource
Investment Resources
You need to know how to invest your money. I never learned. Here’s a summary of some of the best resources I found to educate myself on the topic.
Most important lesson: The absolute best resource is by far the fact sheet (Faktablad) for each fund. Learn to read it.
My studies were biased toward European and Swedish market.
Fundamentals
- Fundamental Analysis: Principles, Types, and How to Use It
- That’s why you should have index funds
- Here’s how to read the fund’s fact sheet
- Learn how to put your money to work
- Best Books: Recommended Reading List
- Is The Simple Path to Wealth outdated?
ETFs
- Make the right ETF selection: tips and tricks
- Why don’t you recommend ETFs?
- ETF or index fund — discussion with good links
- Why are ETFs more common at Nordnet compared to Avanza?
- The best ETF funds for a Finn
- What is the best S&P 500 ETF?
- UCITS funds explained
Index Funds
- Best mutual funds 2024
- Best mutual funds 2024 — fund ratings have no relevance
- Best funds 2024 — top lists by return
- How to choose the right index fund
- Why DNB Global Indeks and no longer Länsförsäkringar Global?
Notes on fund selection:
- Nordnet: not physical replication. Handelsbanken: physical
- Länsförsäkringar Global: developed markets, physical replication
- DNB: MSCI World
- Avoid Handelsbankens funds: ESG constraints
- Avoid AMF: fees, returns are the same
Emerging Markets
Note: US development has outperformed world indices, and far beyond emerging markets. Long-term investment in emerging markets is questionable.
Strategy
- Invest a lump sum at once or spread it out over time? — buy quickly, sell slowly
- Building a non-US Boglehead portfolio
- Video: Start with a Sound Financial Lifestyle
- eupersonalfinance FAQ — does an ETF’s currency matter?
Platforms
- Nordnet: monthly savings in ETFs — all monthly ETF purchases are commission-free
- Shares and Stock Exchange from A to Z — DNB
- What are the best resources for investing?