Super User Secrets:Searching & Investing
Search-powered investing opens up amazing depth and breadth of ways you can find and explore investment opportunities.Here's how you can get the most out of Magnifi.
Tip: How to find bonds
If you’re thinking about adding less-risky investments to your portfolio, bonds may be the first place you look. Did you know that investments in municipal bonds can even be tax free? From airports to sewers, munis allow you to invest around your interests, for the tax benefits, or both.
Related Searches: invest in bonds, AAA bonds, municipal bonds, California municipal bonds
Tip: How to search for real estate
If you are looking at investing in a new sector or investing with a new asset manager, you can check out FI360 scores and Morningstar ratings to get an idea of how the fund is performing.
Tip: How to search for growth
Growth investments can be found across industries, sectors, and capitalization sizes – the number of options can be overwhelming. Use the search bar and the drop down menu to hone in on the investments that work for your portfolio.
Related Search: invest in growth
Tip: How to search for commodities
Watch as Anne searches for commodities and compares them to other asset classes over different time periods.
Related Search: invest in commodities; agricultural commodities
Tip: How to invest internationally
See how to add additional diversification into your portfolio through international investments.
Related Search: international equities
Tip: How to invest in infrastructure
Infrastructure now encompasses everything from highways and railroads to data centers and 5G. Run a search for “invest in infrastructure” and you might be surprised at the breadth of investment options.
Related Search: invest in infrastructure
Tip: How to be an active shareholder
As a shareholder in a company you are a partial owner of that company. You can be an active shareholder by attending the annual meeting and voting on important issues – such as the board of directors of the company.
Related Search: transformation
Tip: Find and compare hedged investments
Compare two funds that follow the same index (the S&P500), but one follows a hedging strategy and one does not. Using the compare tool, we can see how each fund performed during a specific time period.
Related Searches: hedged equity
Tip: Search for diversified healthcare investments
Magnifi can help you find funds that hold a specific stock, giving you exposure to the company you want to invest in with additional diversification. You can choose your own adventure by filling in the blank when you search: “funds that hold _______.”
Related Searches: Invest in healthcare, funds that hold CRSP ticker
Mid Caps: Finding the Right Fit
Your search doesn’t have to stop at “mid cap funds” or “mid cap companies.” Try using the search bar to find companies with specific market capitalizations.
Related Searches: Mid-caps, Companies with less than $5 billion market capitalization
Impact Investing: Getting Beyond the Jargon
What makes something an impact investment? Find out more on each investment, including thematic information and details on underlying holdings, by clicking on the fund name.
Related Searches: Impact investments, High return impact investment funds
Get the Most Out of Every Search
Use the search bar to narrow down the universe of investments to the ones you want to compare. The drop down menu helps you find additional details about each investment.
Related Searches: Invest in Large Cap Funds, Large Cap Funds that Outperform the S&P500
Tip: Investing by Geography
Did you know you can invest by geographic region? Here’s how you can prioritize, or even exclude, regions and countries in your search.
Related Searches: Invest in Ireland , Energy excluding Russia
Overview: Finding, Evaluating and Investing
You might be surprised by what you find when you start an investment search. Watch, as something as simple as searching for “sports” can bring up 3 or 4 things you may not have realized you can invest in.