Select Lists of Investments

This chapter has lists of stocks, funds, bonds, master limited partnerships, fixed income and other investments. These are not recommendations but places to start your research. Included are ETFs, funds, and relevant indexes.

Any funds with sales loads (front end, deferred) are not in the lists. There are nearly always other choices of funds not involving loads. We may list a fund if it has a high expense ratio but only if there are very few alternatives.

Resources

Investment criteria - Investment attributes, such as expenses and risk, are analyzed.