The Forbes / CFA Institute Investment Course (eBook, PDF) - Janjigian, Vahan; Trzcinka, Charles; Horan, Stephen M.
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The most up-to-date and all encompassing guide to investing intoday's markets From Forbes and the CFA Institute-two of the most highlyrespected and recognized names in the investment industry-TheForbes/CFA Institute Investment Course is an interactiveroadmap to investing in today's challenging stock markets. Frombuilding capital and asset allocation and diversification tochoosing a broker and reading a financial statement, TheForbes/CFA Institute Investment Course has offered investorsstep-by-step guidance since 1948. The course * Includes advice for novices, but also accommodates those whoare…mehr

Produktbeschreibung
The most up-to-date and all encompassing guide to investing intoday's markets From Forbes and the CFA Institute-two of the most highlyrespected and recognized names in the investment industry-TheForbes/CFA Institute Investment Course is an interactiveroadmap to investing in today's challenging stock markets. Frombuilding capital and asset allocation and diversification tochoosing a broker and reading a financial statement, TheForbes/CFA Institute Investment Course has offered investorsstep-by-step guidance since 1948. The course * Includes advice for novices, but also accommodates those whoare more familiar with markets * Provides important information on fundamental analysis versustechnical analysis * Details different asset classes: fixed income securities,derivatives, mutual funds, and equities With Q&A, links to videos, expert advice, interviews withtop money managers, and much more, The Forbes/CFAInstituteInvestment Course is the perfect resource for anyone looking tolearn about investing in today's markets.

Dieser Download kann aus rechtlichen Gründen nur mit Rechnungsadresse in A, D ausgeliefert werden.

  • Produktdetails
  • Verlag: John Wiley & Sons
  • Seitenzahl: 288
  • Erscheinungstermin: 12.01.2011
  • Englisch
  • ISBN-13: 9780470949221
  • Artikelnr.: 37300825
Autorenporträt
VAHAN JANJIGIAN is Chief Investment Officer at Greenwich Wealth Management, LLC, a SEC registered investment advisor. He is a Forbes magazine columnist and Editor of the Forbes Special Situation Survey, widely regarded as one of the best performing investment newsletters. He previously served on the faculties of several leading universities. He is a frequent guest on popular television and radio business programs and is the author of Even Buffett Isn't Perfect. STEPHEN M. HORAN is the head of professional educational content for CFA Institute and specializes in private wealth management. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice. He is editor of Private Wealth: Wealth Management in Practice and the author of numerous articles in leading peer-reviewed journals. Dr. Horan is a frequent columnist in the Financial Times. CHARLES TRZCINKA is the James W. & Virginia E. Cozad Chair in Finance at the Kelley School of Business, Indiana University, Bloomington. Previous positions have included the faculties of SUNY Buffalo and New York University; director of the U.S. Commerce Department's MBA program in the People's Republic of China; and senior economist with the United States Securities and Exchange Commission.
Inhaltsangabe
Preface. Acknowledgments. Chapter 1 Building Capital. The Role of the Stock Market in Building Wealth. Determining Your Financial Position. Your Financial Inventory Guide. Personal Balance Sheet Example. Investment Margin. Defining Your Goals. Return Requirements. Risk Profile. Life Cycle and the Risk/Return Mix. Other Considerations. Asset Classes. Asset Allocation. An Example of Asset Allocation. Active versus Passive Investing. Diversification. Dollar Cost Averaging. How Dollar Cost Averaging Works. Ideal Investments for Dollar Cost Averaging. Chapter 1 Takeaways. Chapter 2 How Securities Markets Function. The Role of Securities Markets. The Securities Exchanges. Over
The
Counter Markets. NASDAQ. ECNs. Stock Quotes. The Third Market. Other Markets. How the NYSE Operates. How NASDAQ Operates. From SOES to SuperMontage. OTC Bulletin Board and Pink Sheets. How the ECNs Operate. Crossing Systems. Electronic versus Floor Trading. Preferencing. Internalization. Chapter 2 Takeaways. Chapter 3 Selecting a Broker and Trading. Structure of a Brokerage Firm. Activities of a Brokerage Firm. Services Offered by all Brokers. Full
service versus Discount Brokers. Online Brokers. Choosing a Brokerage Firm. Commissions. Direct Purchase of Securities. Placing Orders. Odd
lot Trading. Margin. Transaction Example. Settlement. Stock Symbols and the Ticker Tape. Questions to Ask Your Broker. Chapter 3 Takeaways. Chapter 4 Tax
favored Investment Strategies. Capital Gains and Dividends. Traditional IRAs. Roth IRAs. 401(k) Plans. Education Savings Accounts and 529 Plans. Other Pension Plans. Mutual Funds and Taxes. Using Tax
advantaged Accounts. Chapter 4 Takeaways. Chapter 5 Reading Financial Statements. Income Statements. Balance Sheet. Making Sense of the Numbers. Profitability Ratios. Asset Utilization Ratios. Leverage Ratios. Revisiting ROE. Liquidity Ratios. Market Multiples. Look Beyond the Numbers. Read the Footnotes. Can You Trust Financial Statements? Chapter 5 Takeaways. Chapter 6 Sources for Investment Information. Where to Obtain Information. Securities and Exchange Commission. Earnings Releases and Regulation Fair Disclosure. Investment Brokers and Dealers. Can You Trust Brokerage House Reports? Investment Newsletters and Other Publications. Corporate Reports. Reading the Annual Report. Government Reports. Chapter 6 Takeaways. Chapter 7 Common Stocks and Economic Indicators. Another Look at the Balance Sheet. Why Common Shares Have Value. Macroeconomic Factors. Industry Specific Factors. Other Barometers. Evaluating Data. Chapter 7 Takeaways. Chapter 8 Fundamental Analysis. Investing Versus Trading. Passive Investing. Active Investing. Business Focus. Industry Outlook. Company Status. Major Trends. Earnings History and Outlook. Dividends. Price
Earnings and Price
Book Ratios Revisited. Discounted Cash Flow. Evaluating Management. Some Final Thoughts on fundamental Analysis. Chapter 8 Takeaways. Chapter 9 Technical Analysis. The Value of Charts. Reading Charts. Dow Theory. Head and Shoulders. Support and Resistance Levels. Trading Ranges. Break
away Gaps. The Importance of Volume. Other Technical Indicators. Time to Grow Bullish. Chapter 9 Takeaways. Chapter 10 Fixed
Income Securities. Bonds. Understanding Bonds. Understanding Bond Prices. Bond Prices and Interest Rates. Call Feature. Credit Quality of Bonds. Other Issues Concerning Bonds. How to Buy Bonds. Money
market Securities. Preferred Stock. Understanding Preferred Stock. Tax Treatment. Trust Preferred Securities. Final Thoughts on Bonds and Preferred Stocks. Chapter 10 Takeaways. Chapter 11 Derivatives. Defining Derivative Instruments. Futures. Spot Asset. The Future's Market. Delivery. Hedging. Stock Index Futures. Single Stock Futures. Options. Definition of Options. Options Markets. Important Terms to Know. Listed Options. What an Option is Worth. Commissions. To Sell or to Exercise. Some Popular Option Strategies. A Warning about Naked Option Writing. Chapter 11 Takeaways. Chapter 12 Mutual Funds. An Investment Company. Closed
end or Open
end. A Short History of the Mutual Fund Industry. Categories of Mutual Funds. Advantages of Mutual Funds. Disadvantages of Mutual Funds. Mutual Fund Expenses. How to Choose a Fund. Some Final Thoughts about Mutual Funds. Hedge Funds. Chapter 12 Takeaways. Chapter 13 Rules of Thumb and Key Phrases. Final Comments. Suggested Readings. About the Authors. Index.