Articles
Plain-English articles from Lumen on market data and news: public filings, goals, risk and reading data with its source in view.
Is my investment goal realistic? How to check it in four steps
Turn a money goal into the yearly return it needs, then judge that return against the risk you can live with. Four steps, no spreadsheet needed.
Lumen or a general AI chatbot for market data and news?
A general AI chatbot explains ideas well. Lumen shows investment data with its source and age. Where each fits, and where each falls short.
What a 13F filing tells you about a fund, and what it does not
A 13F filing lists the US stocks a large fund held at the end of a quarter. Here is what you can learn from it, and its four blind spots.