Investing Basics

Module 1

What is a portfolio?

Getting information

Being informed when you make investments is an important consideration. If you are not fully aware of what is going on with a particular investment, it may lead to significant losses.

After finding the investments that you are interested in, it is important to assess relevant information about them, in order to see whether they are worthwhile or not.

Key types of information for an investor includes:

  • Stock chart data – the graph that records the price of the stock.


  • Company information –  to analyse the performance of the company as well as future plans.


  • Economic information – to determine how the economy will impact the performance of the company and its stock price.


As a new investor, it can seem a bit overwhelming as to how you should find information about your investments. Therefore, the following parts aim to inform you about free and paid ways to obtain information.

Free information

When it comes to finding and using free information to make investment decisions, there are a lot of options.

There is a lot of accessible information online, but it is best to stick with reputable names. The reason being that there is a lot of misleading or fake information online, which could result in negative investment outcomes.

So, recommended channels would include Yahoo Finance, Google Finance, MarketWatch, or the Wall Street Journal.

When it comes to investing in stocks, the best way to find information is to take advantage of the ‘investor relations’ department of a company that you want to invest in.

Companies provide a lot of information to investors for free, so it can be a useful resource to help inform your investment decisions.

They are required to offer this information as part of finance regulations.

Paid information

As much as there are free ways to obtain information about investments, paid options can often be better. This is because they tend to offer information that is more up to date and more precise.

Paid sources also offer a wider range of information, which allows investors to create a more accurate picture of an investment during their analysis.

Recommended paid providers of information would include the Financial Times and Bloomberg.

It is important to note that paid information can sometimes be incredible expensive. This is particularly the case with Bloomberg, who offers subscriptions that range from $330 a year, up to $24,000 a year.

This price varies depending on the type of subscription that you have and how much information is included. The Financial Times, on the other hand, is usually more affordable.

Whether you need paid information or not depends on your investment goals. It is primarily used by professional investors that want to react to new information very quickly. It may not be necessary if you intend to be a more passive investor.

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