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General Investment Topics

Articles that go over core investing principles, ideas, and theories. These are the primary learning materials of Ilucidy.

Capital gains vs routine payments

Capital Gains vs. Routine Payments

Most people start investing to make money, but have no idea how exactly to do so. Will they focus on capital gains or routine payments?
Posted inGeneral Investment Topics
margin trading

Margin Trading: Very Powerful, Yet Equally Dangerous

Many investors constantly seek new ways to boost their returns, and one way is through margin trading. But what exactly is margin trading?
Posted inGeneral Investment Topics
Investment Metrics

Investment Ratios and Metrics – Gaining Insight From the Numbers

Simply at a company's financial data won't do an investor much good. Relevant investment ratios and metrics must be used to gain insight.
Posted inGeneral Investment Topics
Stock Table

Understanding a Stock Table

Stock tables are one of the most ubiquitous tools in investing. Therefore, investors should know how to read and interpret a stock table.
Posted inGeneral Investment Topics
Annual Report

The Annual Report and Financial Statements

An in-depth look into the most important investment documents available: the Annual Report and the accompanying Financial Statements.
Posted inGeneral Investment Topics
pro forma earnings

Understanding Pro Forma Earnings

Sometimes, companies choose to adjust their earnings data. These adjusted earnings figures are known as pro forma earnings.
Posted inGeneral Investment Topics
Proxy Statement

Proxy Statement – What It Is and Why It’s Important

Before every annual shareholder meeting, every investor should receive a very important document in the mail: a proxy statement.
Posted inGeneral Investment Topics
ESG

What Is ESG? – Definition and Considerations

ESG: this metric has been brought up repeatedly in the past few years, but what exactly is it, and how can investors account for it?
Posted inGeneral Investment Topics
Market Index

Market Indices – A Commonly Used Investment Tool

Market indices are a common tool countless investors refer to every day. Therefore, all investors should at least know what they are.
Posted inGeneral Investment Topics
Bear and Bull Markets

Bear and Bull Markets – Two Common Investment Terms

The terms "Bear" and "Bull" markets are thrown around freely, but what do they mean? Every investor should understand these two terms.
Posted inGeneral Investment Topics

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We help self-directed investors successfully navigate their investment analyses, resulting in faster, better, and more confident investment decisions.

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