Researching Closed-End Funds

Posted on May 1, 2014 | Computerized Investing

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Closed-end funds (CEFs) are similar to traditional open-end mutual funds in that professionally managed investment companies pool investors’ capital and invest in stocks, bonds or other securities according to an overriding investment objective. However, there are several key differences between closed-end funds and open-end funds that investors should be aware of. Closed-end funds trade on an exchange similar to exchange-traded funds (ETFs), but they are valued differently. Closed-end funds are essentially a mix between a mutual fund and a stock; they have a net asset value (NAV) and a share price. Closed-end funds do not issue redeemable shares nor do they continuously offer shares, which allows fund managers to work with a stable pool of capital. Closed-end funds have an initial public offering, much like a start-up company. After the initial public offering is closed, the fund’s shares will begin to trade on a secondary market.

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The Mass Index

Posted on April 10, 2014 | Computerized Investing

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Using a high-low price range to identify potential trend reversals based on range expansions.

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Snow Lizard SLXtreme 5 for iPhone 5/5S

Posted on April 4, 2014 | Computerized Investing

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Even since I got my first iPhone a few years ago, it’s been protected by a case. Part of this stems from losing my last non-iPhone to a catastrophic drop. However, recently I’ve been using a battery case that pulls double duty—protecting my investment and extending its battery life. Currently, I’m using the mophie PowerSkin for iPhone 5, but I have just finished testing out a brick house of a case from Snow Lizard: the SLXtreme 5. This case can literally withstand pretty much anything you throw at it—it’s waterproof and has military-grade ruggedness, and its built-in battery is solar-powered. However, its size and price tag narrows its usefulness.

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Tax Preparation Services

Posted on March 26, 2014 | Computerized Investing

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The year 2013 was great for the stock market, with each of our major indexes finishing up more than 25%. If you were one of the lucky (or unlucky, as the case may be) investors who managed to lock in gains in taxable accounts, you have capital gains taxes to look forward to. Whatever your situation, tax time can still be an arduous process. However, the rise of the Internet and computing power has made it easier than ever to do your own taxes quickly and affordably.

As usual around this time of year, Computerized Investing reviews some of the best tax preparation services. For many individual investors, these services are more than enough to assist in completing tax forms and filing them. These programs also offer various levels of service for investors in different situations.

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Welcome to the New CI

Posted on March 15, 2014 | Computerized Investing

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It is with no small measure of pride that I introduce the reborn Computerized Investing. We embark on a new path for this publication, and for AAII as a whole, with an entirely electronic service that embodies all that CI has stood for over the last 30-plus years: to harness the power of technology to help individuals become more effective managers of their investments. While my name stands atop the virtual masthead, the finished product you see wouldn’t have been possible without the efforts of a dedicated group of staffers. First and foremost, I want to thank Peter Nguyen, AAII’s web manager, for shepherding the development of the entirely redesigned ComputerizedInvesting.com. Pete and his staff took my ideas and molded them into a site that I hope you will find easy to read and navigate. Special mention also goes out to Andrew Lautner, who was responsible for the new CI logo. Lastly, I want to thank my CI staff, Joe Lan, AAII’s financial analyst, and the CI intern, Jackie McClellan. I have leaned heavily on them these last several months and they were invaluable in getting this redesign and relaunch across the finish line. Beyond those mentioned by name, my heartfelt thanks goes out to the AAII editorial staff and member services department for their assistance. This has truly been an organization-wide endeavor.

That being said, the digital Computerized Investing is much more than just a new website, logo or monthly e-newsletter. We have also expanded our editorial content and added a variety of investor tools. First, Joe Lan kicks off a new segment, Tracking the Tech Sector. In his capacities at CI and AAII, Joe is in tune with the news and ever-changing trends in the technology sector. In this new column, Joe will use this expertise to discuss the special factors investors can use to gauge the technology sector and the individual firms that comprise its diverse business segments. With this first article, Joe outlines his vision for the segment and what readers can expect in articles to come.

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GADGET CORNER – HP ProOne 600 All-in-One PC

Posted on December 20, 2013 | Computerized Investing


All-in-one Windows PC for enterprise and consumer use.

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Microsoft Office Mobile for Office 365 Subscribers (for iPhone)

Posted on December 19, 2013 | Computerized Investing


Microsoft Office Mobile allows you to view and edit Microsoft Office documents from your iPhone.

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CI DOWNLOAD OF THE WEEK

Posted on December 18, 2013 | Computerized Investing

Home Budget Soft is a personal finance program that lets users manually track their income and expenses.

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The Top Mutual Fund Screening Services

Posted on December 17, 2013 | Computerized Investing


An in-depth look at the best programs and websites for filtering a universe of mutual funds down to a manageable list.

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Sitelight and Reader Survey

Posted on December 16, 2013 | Computerized Investing


The Verge is a website designed to offer in-depth coverage of a wide array of topics that include technology, science, art, culture and more.

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This Week’s Question

If price were not an issue, would you prefer a tablet that you can hold in one hand, such as an iPad mini or Kindle Fire 7-inch, or one with a larger screen, such as an iPad Air or Google Nexus 10?

A) I prefer portability
B) I prefer a larger screen size
Click Here to Answer »



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