Personality-Driven Portfolio: Invest Right for Your Style

Personality-Driven Portfolio: Invest Right for Your Style PDF Author: Sam Phoen
Publisher: Marshall Cavendish International Asia Pte Ltd
ISBN: 9814828904
Category : Business & Economics
Languages : en
Pages : 177

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Book Description
Constructing an investment portfolio is not a “one-size-fits-all” undertaking. Every investor has his or her own personality. Successful investing begins with knowing yourself – knowing how much risk you can take, the amount of time you can spend, your personal strengths and weaknesses, etc. What works for your friend, or your advisor, or Warren Buffett, may not necessarily work for you. Following them blindly can lead to a disastrous mismatch with your own style. In Personality-Driven Portfolio, author Sam Phoen approaches this problem from a revolutionary angle. Through a series of questions, the reader is first shown how to evaluate his/her investment personality: “Am I an Egoistic Elephant, a Diligent Deer, a Cagey Crab, or a Busy Bee?” Each personality type needs to take a different investment approach. A portfolio that suits the Egoistic Elephant, for example, will turn the Busy Bee or Cagey Crab into a nervous wreck! Targeted at investors at all levels of experience, this book is a practical guide on how to put together a “bespoke” portfolio, and on top of that, how to manage and rebalance the portfolio when necessary, so as to produce sustained results over the long term.

Personality-Driven Portfolio: Invest Right for Your Style

Personality-Driven Portfolio: Invest Right for Your Style PDF Author: Sam Phoen
Publisher: Marshall Cavendish International Asia Pte Ltd
ISBN: 9814828904
Category : Business & Economics
Languages : en
Pages : 177

Get Book Here

Book Description
Constructing an investment portfolio is not a “one-size-fits-all” undertaking. Every investor has his or her own personality. Successful investing begins with knowing yourself – knowing how much risk you can take, the amount of time you can spend, your personal strengths and weaknesses, etc. What works for your friend, or your advisor, or Warren Buffett, may not necessarily work for you. Following them blindly can lead to a disastrous mismatch with your own style. In Personality-Driven Portfolio, author Sam Phoen approaches this problem from a revolutionary angle. Through a series of questions, the reader is first shown how to evaluate his/her investment personality: “Am I an Egoistic Elephant, a Diligent Deer, a Cagey Crab, or a Busy Bee?” Each personality type needs to take a different investment approach. A portfolio that suits the Egoistic Elephant, for example, will turn the Busy Bee or Cagey Crab into a nervous wreck! Targeted at investors at all levels of experience, this book is a practical guide on how to put together a “bespoke” portfolio, and on top of that, how to manage and rebalance the portfolio when necessary, so as to produce sustained results over the long term.

Investment Philosophies

Investment Philosophies PDF Author: Aswath Damodaran
Publisher: John Wiley & Sons
ISBN: 1118235614
Category : Business & Economics
Languages : en
Pages : 615

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Book Description
The guide for investors who want a better understanding of investment strategies that have stood the test of time This thoroughly revised and updated edition of Investment Philosophies covers different investment philosophies and reveal the beliefs that underlie each one, the evidence on whether the strategies that arise from the philosophy actually produce results, and what an investor needs to bring to the table to make the philosophy work. The book covers a wealth of strategies including indexing, passive and activist value investing, growth investing, chart/technical analysis, market timing, arbitrage, and many more investment philosophies. Presents the tools needed to understand portfolio management and the variety of strategies available to achieve investment success Explores the process of creating and managing a portfolio Shows readers how to profit like successful value growth index investors Aswath Damodaran is a well-known academic and practitioner in finance who is an expert on different approaches to valuation and investment This vital resource examines various investing philosophies and provides you with helpful online resources and tools to fully investigate each investment philosophy and assess whether it is a philosophy that is appropriate for you.

The Intuitive Investor

The Intuitive Investor PDF Author: Jason Apollo Voss
Publisher: SelectBooks, Inc.
ISBN: 1590792416
Category : Business & Economics
Languages : en
Pages : 415

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Book Description
"Successful Wall Street fund manager retired at age 35 guides investors to use intuitive and creative right-brained processes to complement traditional left-brain financial analysis. Author describes his principles based on spiritual insights and provides professional anecdotes to support his. theories"--Provided by publisher.

How the Best Invest

How the Best Invest PDF Author: Mallika Paulraj
Publisher:
ISBN: 9781781334119
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Investment decision making is hard, even for the very wealthy. This book takes you through an easy to master, systematic approach to investment decision making.

Investing 101

Investing 101 PDF Author: Michele Cagan
Publisher: Simon and Schuster
ISBN: 1440595135
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
"Contains material adapted from The everything investing book, 3rd edition"--Title page verso.

Well-Heeled

Well-Heeled PDF Author: Lesley-Anne Scorgie
Publisher: Dundurn
ISBN: 1459724291
Category : Business & Economics
Languages : en
Pages : 142

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Book Description
Financial analyst Lesley-Anne Scorgie lays out the roadmap for young women to be financially independent and debt-free. Whether you’re financially maxed out or rolling in hundred-dollar bills, if you want to be rich, Well-Heeled is for you! As a financially independent young woman, you will have the ability to determine the direction of your career and life path, allowing you to reach your full financial potential. So if you’re ready to make more money, live debt free, and build a nest egg that can support an awesome future – one that’s designed by you and includes the splash, the chic, and the fun – check out Well-Heeled. In it, you will learn how to: live frugally without sacrificing life’s little indulgences; set a budget that enables you to have guilt-free fun; get out, and stay out, of debt; fight for your income; increase your savings; make savvy investment decisions just like the pros; and be financially smart in relationships. This guide will pump up your bank account and empower you to do and be whatever you want in life. Don’t wait for success to come calling – start today!

The Millennial Advantage

The Millennial Advantage PDF Author: Jason Kirsch
Publisher: Grow, LLC
ISBN: 9780998118901
Category : Business & Economics
Languages : en
Pages :

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Book Description
An Investment Book for Millennials

What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions

What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions PDF Author: Meir Statman
Publisher: McGraw Hill Professional
ISBN: 0071741666
Category : Business & Economics
Languages : en
Pages : 305

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Book Description
A pioneer in the field of behavioral finance presents an investment guide based on what really drives investors Perfectly timed to give readers a real edge for investing in post-crash markets Author is a leading authority on the theory and application of behavioral finance and a fixture in The Wall Street Journal and other leading media outlets Poised to become the definitive text on how investors and managers make financial decisions—and how these decisions are reflected in financial markets

Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Risk Profiling and Tolerance: Insights for the Private Wealth Manager PDF Author: Joachim Klement
Publisher: CFA Institute Research Foundation
ISBN: 1944960473
Category : Business & Economics
Languages : en
Pages : 150

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Book Description
If risk aversion and willingness to take on risk are driven by emotions and we as humans are bad at correctly identifying them, the finance profession has a serious challenge at hand—how to reliably identify the individual risk profile of a retail investor or high-net-worth individual. In this series of CFA Institute Research Foundation briefs, we have asked academics and practitioners to summarize the current state of knowledge about risk profiling in different key areas.

The Wealth Equation

The Wealth Equation PDF Author: Peter Tanous
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 328

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Book Description