Investment Learning Hub
Your comprehensive guide to understanding investments and finding the right platforms for your financial journey.
Getting Started with Investing
Investing is the process of allocating money with the expectation of generating a profit. There are many different types of investments, including stocks, bonds, cryptocurrencies, and real estate. Each type of investment has its own risks and rewards, and it's important to understand the pros and cons of each before making an investment decision.
Recommended Platforms for Beginners
Investment Categories
Stocks & Options
Start your journey in stock market investing with user-friendly platforms.
Traditional Cryptocurrency
Explore the world of digital assets and cryptocurrency trading.
Real Estate Investments
Invest in real estate properties with lower barriers to entry.
Portfolio Tracking
Keep track of all your investments in one place.
Meme Coins & Social Trading
Explore the exciting world of meme coins and social trading platforms. Note: These investments are typically highly volatile and risky.
Solana Ecosystem
Trading Tools
Investment Best Practices
- 1Diversify your portfolio across different asset classes
- 2Start with established platforms before exploring riskier investments
- 3Never invest more than you can afford to lose
- 4Research thoroughly before making investment decisions
- 5Consider using portfolio tracking tools to monitor your investments
Stock Screeners Guide
Stock screeners help you filter stocks based on specific criteria. Below is a detailed guide to each screener available on InvestAssist, what it means, and when to use it.
Basic Screeners
Low P/E Ratio
What it means: Identifies stocks with a low price-to-earnings ratio (P/E < 15), indicating they may be undervalued relative to their earnings.
When to use: Best for value investors looking for potentially undervalued stocks. Useful during market downturns or when seeking defensive investments.
High Margin Tech
What it means: Finds technology companies with high operating margins (>3%) and reasonable valuations (P/E < 50), indicating strong profitability.
When to use: Ideal for growth investors interested in profitable tech companies. Good for identifying established tech leaders with strong business models.
Undervalued Midcaps
What it means: Targets mid-sized companies ($2B-$10B market cap) with low P/E ratios (<20), suggesting they may be undervalued.
When to use: Perfect for investors seeking a balance between growth and value. Midcaps often offer better growth potential than large caps while being less risky than small caps.
Momentum Leaders
What it means: Identifies stocks with significant positive price movement (>5% gain) and high trading volume, indicating strong market interest.
When to use: Best for short-term traders or momentum investors. Useful during strong bull markets when you want to capitalize on trending stocks.
Value Stocks
What it means: Finds stocks with low P/E ratios (<20) and low price-to-book ratios (<2), classic indicators of value.
When to use: Ideal for value investors or during market downturns. Good for finding potentially undervalued companies with strong fundamentals.
Growth Stocks
What it means: Identifies companies with positive earnings growth, reasonable P/E ratios (<30), and PEG ratios less than 2, indicating good growth at a reasonable price.
When to use: Best for growth investors with a longer time horizon. Useful during economic expansions when companies can grow earnings rapidly.
Income Stocks
What it means: Finds stocks with dividend yields between 2-20% and reasonable payout ratios (<100%), indicating sustainable income potential.
When to use: Ideal for income-focused investors or retirees. Good for building a portfolio that generates regular cash flow.
Advanced Valuation Screeners
DCF Undervalued
What it means: Uses discounted cash flow principles to identify stocks trading below their intrinsic value. Looks for high free cash flow yields (>1%) or earnings yields (>2%) relative to price.
When to use: Best for fundamental investors who understand cash flow analysis. Useful for finding companies with strong cash generation that the market may be undervaluing.
EPV Undervalued
What it means: Earnings Power Value screener identifies stocks trading below their normalized earnings power. Calculates a conservative estimate of sustainable earnings and compares it to current price.
When to use: Ideal for value investors focused on earnings stability. Good for finding companies with consistent earnings that may be temporarily undervalued.
RIM Undervalued
What it means: Residual Income Model screener identifies stocks trading below their book value plus the present value of expected future residual earnings.
When to use: Best for investors who understand accounting and want to focus on companies creating value beyond their cost of capital. Useful for finding companies with strong return on equity.
Relative Value
What it means: Compares a stock's valuation multiples (P/E, P/B, EV/EBITDA) to determine if it's undervalued relative to its peers or historical averages.
When to use: Ideal for investors who want to compare companies within the same industry. Good for finding the most attractively valued companies in a sector.
NAV Undervalued
What it means: Net Asset Value screener identifies stocks trading below their book value per share, with a focus on dividend-paying companies.
When to use: Best for value investors interested in asset-rich companies. Particularly useful for REITs, financials, and other asset-heavy industries.
Gordon Growth
What it means: Uses the Gordon Growth Model to identify dividend stocks trading below their calculated value based on current dividends, expected growth, and required return.
When to use: Ideal for dividend investors looking for stocks with sustainable dividend growth. Good for finding income stocks that may also offer capital appreciation.
Quality & Strategy Screeners
Quality Moat
What it means: Identifies companies with sustainable competitive advantages (moats) based on high return on equity (>15%), low debt, and positive earnings growth.
When to use: Best for long-term investors seeking companies with durable competitive advantages. Useful for building a portfolio of high-quality businesses that can compound wealth over time.
Dividend Growth
What it means: Finds companies with moderate dividend yields (1-6%), reasonable payout ratios (<75%), and positive earnings growth, indicating potential for dividend increases.
When to use: Ideal for income investors focused on dividend growth rather than high current yields. Good for building a portfolio of companies that can increase dividends over time.
Momentum Value
What it means: Combines momentum (price above 50-day moving average) with value metrics (low P/E and P/B ratios) to find stocks with positive price trends and reasonable valuations.
When to use: Best for investors who want to capture upward price trends while avoiding overvalued stocks. Useful during market recoveries or when seeking a balance between growth and value.
Low Volatility
What it means: Identifies stocks with low beta (<0.8), stable earnings, reasonable valuations, and low debt levels, indicating lower price volatility.
When to use: Ideal for risk-averse investors or those nearing retirement. Good for building a more stable portfolio that may experience less dramatic price swings.
DeFi Protocols
Kamino Finance
Overview
Kamino Finance is a leading DeFi protocol on Solana that offers automated market making and liquidity provision services.
Key Features
- Automated market making with advanced algorithms
- Efficient liquidity provision for trading pairs
- Yield farming opportunities for liquidity providers
- Integration with major Solana DeFi protocols
Getting Started
To begin using Kamino Finance:
- 1Connect your Solana wallet
- 2Select a trading pair or liquidity pool
- 3Provide liquidity or start trading
- 4Monitor your positions and earnings
Ready to Start Investing?
Choose the investment platform that best suits your needs and begin your investment journey today. Remember to always do your own research and consider consulting with financial advisors for personalized advice.
Learn More About InvestAssist