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April 2014: In The Know
Also in the April '14 Issue
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How many funds do I "need" in my portfolio?

Question

I'm a fund investor. How many funds do I “need” in my portfolio?

pencilTips of the Trade

How to Find Dividend Stocks

Many investors turn to dividend stocks as a way to help generate regular income. To find stocks that pay dividends inside your account:

  1. Go to the Quotes & Research tab.
  2. Choose Investor Tools from the left menu.
  3. Go to the Screeners section.
  4. From the section labeled ‘Add & Remove Criteria,' choose Earnings and Dividends.
  5. Customize your criteria according to the type of dividend yield you're looking for.
Read More Tips >

In The KnowSelect Lists* Can Help Fine-Tune Your Investment Strategy

With an ever-dizzying variety of investment choices out there, even the most diehard self-directed investor might need a little help figuring out which mutual funds or exchange-traded funds (ETFs) are right for them. Scottrade has taken this seriously, which is why we offer several types of screening tools to help the self-directed investor. In addition to these tools we have recently added another service, Select Lists*, which may help investors sift through all of their choices. Scottrade has partnered with Zacks Investment Research – which is known for its in-depth analysis of the markets and financial products – to provide a short list of ETFs and mutual funds for your consideration. Clients can access the lists by logging in and navigating to the Quotes & Research page; the Mutual Fund Select List is under the Mutual Fund tab, and the ETF Select List is under the ETF tab.

Many of you use Scottrade's screeners for both ETFs and mutual funds. The screeners allow you to find funds that meet certain criteria that you define. In addition, you can also utilize our predefined screens to narrow your choices.

The Select Lists are arranged by asset classes such as large-cap stocks, fixed income and international equities. The Select Lists leverage the efforts of an independent research firm to help you quickly find potential investments, rather than analyzing a universe of 14,000-plus mutual funds and about 1,500 ETFs.

The Select Lists don't completely take decision-making out of your hands. Each asset class represented will have about five or more candidates for you to consider. The Select Lists will be updated periodically, yet don't expect many changes, as they are designed with long-term investing and asset allocation in mind.

Select Lists*

The mutual funds and exchange traded funds selected by Zacks for the Select Lists have been derived from a universe of mutual funds and exchange traded funds maintained by Zacks for its own proprietary research products and services. Zacks is not affiliated with Scottrade. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.

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The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.