Investing DeMYSTiFieD by Lim, Paul -- Read -- Imperial Library of Trantor

Index

Cover Page Investing Demystified® Copyright Page Contents Introduction Part I Getting Ready

Chapter 1 Why We Invest

Why Are We Investing? Why We Can’t Afford Not to Invest Investor, Educate Thyself But What Does It Mean to Invest? What Investing Isn’t Quiz

Chapter 2 Before You Get Started …

How Much Should You Invest? Set Your Investing Goals Quiz

Chapter 3 Demystifying the Language of Investing

Educational Web Sites Demystifying Stock Lingo Demystifying Bond Lingo Demystifying Other Terms Final Thoughts Quiz

Chapter 4 What Kind of Investor Are You?

Deciding Who You Are Be True to Yourself Do-It-Yourself versus Using an Advisor Value versus Growth Active versus Passive Buy and Hold versus Pick and Roll Fundamental versus Technical Final Thoughts Quiz

Part II Your Assets

Chapter 5 Demystifying Stocks

The Stock Market Stock Returns Compounding Stock Gains Stock Risks Market Risk Stock-Specific Risk Risk of Not Being in the Market Stocks as an Inflation Hedge Choice of Stocks Access to Foreign Markets What You Need to Know Before Getting Started Final Thoughts Quiz

Chapter 6 Demystifying Bonds

Why Invest in Bonds? Bonds for Ballast Bonds for Diversification Bonds for Income What You Need to Know About Bonds Bonds Risk Types of Bonds Quiz

Chapter 7 Demystifying Cash

Saving versus Investing How Investors Use Cash Capital Preservation Short-Term Parking Funding Source for New Ideas Types of Cash Accounts Quiz

Chapter 8 Demystifying Mutual Funds I

What a Mutual Fund Is Not Fund Investors Types of Funds Final Thoughts Quiz

Chapter 9 Demystifying Mutual Funds II

Net Asset Value or NAV No-Load Funds Loads Expense Ratios Hidden Expenses 12b-1 Fees Fund Turnover Minimum Initial Investment Manager Tenure Mutual Fund Advantages Mutual Fund Disadvantages Final Thoughts Quiz

Chapter 10 Demystifying Other Assets

Real Estate Advantages to Real Estate Disadvantages to Real Estate Real Estate Investment Trusts Commodities Precious Metals Basic Materials Unmutual Funds Closed-End Mutual Funds Quiz

Part III Selecting Your Assets

Chapter 11 Demystifying Stock Selection

Stock Research Resources Profitability Measures Stock Valuation Measures Quiz

Chapter 12 Demystifying Bond Selection

Bond Funds Individual Bonds Focus on Financial Health Concentrate on Total Returns Quiz

Chapter 13 Demystifying Mutual Fund Selection

Stock Fund Categories Measuring Fund Performance First Core, Then Explore Simplifying Your Fund Strategy Financial Service Providers Where to Find Screening Tools What to Screen Quiz

Part IV Organizing Your Assets

Chapter 14 Demystifying Asset Allocation

What Is Asset Allocation? Allocation Matters The Power of Asset Allocation Lowering Risk Increasing Returns Strategic versus Tactical Asset Allocation Determining Your Asset Allocation A Mix and Match Approach Rebalancing Quiz

Chapter 15 Demystifying Asset Location

Taxes Tax-Defered Beats Tax-Efficient 401(k) Retirement Accounts Taxable Brokerage Accounts Traditional IRAs Roth IRA Quiz

Final Exam Answers to Quizzes and Final Exam Glossary Index

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