Oldest Mutual Funds

List of Oldest Mutual Funds

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The mutual fund as we know it today is almost 100 years old, and following important steps in 1934 and 1940 and then in 1974, mutual funds can be thanked for helping a large percentage of average working individuals save trillions of dollars for retirement in ways pre 20th century history might not have imagined. […]

Lists of Closed-end Funds and Investment Trusts in the US, UK, Canada and Australia

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Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to access less liquid and less scalable assets, and for this reason they are often available at a discount to their net asset value with many paying high dividend yields. As a handy reference, […]

Dividend Data Websites for 6 Major English-Language Stock Exchanges Around the World

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In addition to market data, financial statements, and fundamental ratios, I find it very valuable to have up-to-date websites and data sources with clean information on a listed company’s dividends, both upcoming and historical. ┬áDividend yields on many stock information pages can be unreliable, as it is not always clear when trailing 12 months or […]

Top 70 Listed Employers by Number of Employees

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“Jobs”, not just number of jobs, but also quality of jobs, has always been one of the most important drivers of an industrial economy. ┬áThe 21st century already seems to be showing a different outlook on jobs and employment than the 20th century given the triple threat of older demographics, lower productivity growth, and the […]

Top Hong Kong listed ETFs by volume, expense ratio and board lot size

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Hong Kong still has a “board lot” requirement that shares of stocks, ETFs, and other HKEX exchange-traded securities still be traded in minimum chunks that can range from 10 to thousands of shares per trade. As a reference, below are a list of HKEX-listed ETFs with useful information like expense ratio, board lot size, and […]