How to Build a Share Portfolio

How to Build a Share Portfolio PDF Author: Rodney Hobson
Publisher: Harriman House Limited
ISBN: 0857191233
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Effective share portfolios for the private investor Running an efficient portfolio of shares means buying and selling the shares that make the most sense for you, and at the right time and price. Rodney Hobson, author of the bestselling Shares Made Simple, sets out how to do this without having to be a financial expert or full-time trader. Using plain language, he takes the reader simply and logically through the process, giving helpful examples and real-life case studies at every turn. In How to Build a Share Portfolio you can: - find out how to determine the right objectives for your portfolio - learn how to pick shares that fulfill your investment ambitions, and when to drop those that no longer do so - understand how best to set your portfolio's size and ensure it is diversified against risk - discover the best ways of monitoring your portfolio, and of reducing losses and rebalancing it when necessary. Anyone who is thinking of investing, however much or however little, will benefit from the information, advice and guidance contained in this book. Similarly, those who already have a portfolio will find it helps them to stand back and reassess whether they are making the most of their money and whether their portfolio is meeting their needs.

How to Build a Share Portfolio

How to Build a Share Portfolio PDF Author: Rodney Hobson
Publisher: Harriman House Limited
ISBN: 0857191233
Category : Business & Economics
Languages : en
Pages : 272

Get Book

Book Description
Effective share portfolios for the private investor Running an efficient portfolio of shares means buying and selling the shares that make the most sense for you, and at the right time and price. Rodney Hobson, author of the bestselling Shares Made Simple, sets out how to do this without having to be a financial expert or full-time trader. Using plain language, he takes the reader simply and logically through the process, giving helpful examples and real-life case studies at every turn. In How to Build a Share Portfolio you can: - find out how to determine the right objectives for your portfolio - learn how to pick shares that fulfill your investment ambitions, and when to drop those that no longer do so - understand how best to set your portfolio's size and ensure it is diversified against risk - discover the best ways of monitoring your portfolio, and of reducing losses and rebalancing it when necessary. Anyone who is thinking of investing, however much or however little, will benefit from the information, advice and guidance contained in this book. Similarly, those who already have a portfolio will find it helps them to stand back and reassess whether they are making the most of their money and whether their portfolio is meeting their needs.

The Simple Path to Wealth

The Simple Path to Wealth PDF Author: Jl Collins
Publisher: Jl Collins LLC
ISBN: 9781737724100
Category :
Languages : en
Pages : 286

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Book Description
"In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You'll never find a wiser advisor with a bigger heart." -- Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffian This book grew out of a series of letters to my daughter concerning various things-mostly about money and investing-she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical. "But Dad," she once said, "I know money is important. I just don't want to spend my life thinking about it." This was eye-opening. I love this stuff. But most people have better things to do with their precious time. Bridges to build, diseases to cure, treaties to negotiate, mountains to climb, technologies to create, children to teach, businesses to run. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here's an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created for her and present now to you, is not only easy to understand and implement, it is more powerful than any other. Together we'll explore: Debt: Why you must avoid it and what to do if you have it. The importance of having F-you Money. How to think about money, and the unique way understanding this is key to building your wealth. Where traditional investing advice goes wrong and what actually works. What the stock market really is and how it really works. Why the stock market always goes up and why most people still lose money investing in it. How to invest in a raging bull, or bear, market. Specific investments to implement these strategies. The Wealth Building and Wealth Preservation phases of your investing life and why they are not always tied to your age. How your asset allocation is tied to those phases and how to choose it. How to simplify the sometimes confusing world of 401(k), 403(b), TSP, IRA and Roth accounts. TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). What investment firm to use and why the one I recommend is so far superior to the competition. Why you should be very cautious when engaging an investment advisor and whether you need to at all. Why and how you can be conned, and how to avoid becoming prey. Why I don't recommend dollar cost averaging. What financial independence looks like and how to have your money support you. What the 4% rule is and how to use it to safely spend your wealth. The truth behind Social Security. A Case Study on how this all can be implemented in real life. Enjoy the read, and the journey!

Magnet Investing

Magnet Investing PDF Author: Jordan L. Kimmel
Publisher: Next Decade, Inc.
ISBN: 9780962600388
Category : Business & Economics
Languages : en
Pages : 262

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Book Description
The secrets of building a successful stock portfolio involve joining the resources of this stock selection program with a home PC. This guide describes the key characteristics common in companies when their stock undergoes a major surge, and provides the foundation for individuals to develop a personalized portfolio and money management skills to vastly increase investment success.

In Pursuit of the Perfect Portfolio

In Pursuit of the Perfect Portfolio PDF Author: Andrew W. Lo
Publisher: Princeton University Press
ISBN: 0691229880
Category : Business & Economics
Languages : en
Pages : 416

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Book Description
How the greatest thinkers in finance changed the field and how their wisdom can help investors today Is there an ideal portfolio of investment assets, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing ten of the most prominent figures in the finance world—Jack Bogle, Charley Ellis, Gene Fama, Marty Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries—which include six Nobel Laureates and a trailblazer in mutual funds—and their most innovative contributions. In the process, we come to understand how the science of modern investing came to be. Each of these finance greats discusses their idea of a perfect portfolio, offering invaluable insights to today’s investors. Inspiring such monikers as the Bond Guru, Wall Street’s Wisest Man, and the Wizard of Wharton, these pioneers of investment management provide candid perspectives, both expected and surprising, on a vast array of investment topics—effective diversification, passive versus active investment, security selection and market timing, foreign versus domestic investments, derivative securities, nontraditional assets, irrational investing, and so much more. While the perfect portfolio is ultimately a moving target based on individual age and stage in life, market conditions, and short- and long-term goals, the fundamental principles for success remain constant. Aimed at novice and professional investors alike, In Pursuit of the Perfect Portfolio is a compendium of financial wisdom that no market enthusiast will want to be without.

How to Build a Share Portfolio

How to Build a Share Portfolio PDF Author: Rodney Hobson
Publisher: Harriman House Limited
ISBN: 0857190210
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Anyone who is thinking of investing, however much or however little, will benefit from the information, advice and guidance contained in these pages. Similarly those who already have a portfolio will find it helpful to stand back and reassess whether they are making the most of their money and whether their portfolio is meeting their needs. Many investors simply pick shares that take their fancy, or perhaps ones that have been recommenced in the financial press, without any thought for whether their selections create a suitable or balanced portfolio. They then cling on to their purchases irrespective of whether their investment needs have changed or whether the companies they chose still meet the investment objectives. How to Build a Share Portfolio explains in simple terms the criteria for picking shares in the first place and for deciding which companies to retain and which to dump. Written in a clear, easy to follow style that will suit beginners and more experienced investors alike, it is packed with real case studies taken from actual stock market events and developments to illustrate the key points.

Shareplicity

Shareplicity PDF Author: Danielle Ecuyer
Publisher: Major Street Publishing
ISBN: 064875300X
Category : Business & Economics
Languages : en
Pages : 108

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Book Description
Danielle Ecuyer has distilled her four-decades of global share market experience into this handy guide to investing in the share market. In Shareplicity, she takes the complexity out of share investing, explains concepts simply and in plain English, and provides go-to steps to start investing. With property prices continuing to climb to even more unaffordable levels, and interest on cash in the bank at all-time lows, more and more smart investors are looking at shares. And Shareplicity is a great place to learn about share investing, whether you are new to the markets or an existing investor. Here's why:&· *Shares have consistently produced above average long-term performance &· *You don't need large sums of capital to start investing in shares&· *There are no hassles or stress over debt and mortgages, no tenants and no maintenance costs as there are with property investing&· *There's potential for capital appreciation and income streams.Whether you're saving for a deposit, a holiday, the kids' education or a comfortable retirement, share investing offers the flexibility and ease for anyone at any age or stage in life.

7Twelve

7Twelve PDF Author: Craig L. Israelsen
Publisher: John Wiley & Sons
ISBN: 0470649879
Category : Business & Economics
Languages : en
Pages : 164

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Book Description
A proven way to put together a portfolio that enhances performance and reduces risk Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it. 7Twelve outlines a multi-asset balanced portfolio that is a logical starting point when assembling a portfolio-either as the blueprint for the entire portfolio or as a significant building block. Page by page, he will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk. Discusses how the 7Twelve portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded funds Details the tax efficiency of this specific investment approach Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

Millionaire Teacher

Millionaire Teacher PDF Author: Andrew Hallam
Publisher: John Wiley & Sons
ISBN: 1119356326
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
Adopt the investment strategy that turned a school teacher into a millionaire Millionaire Teacher shows you how to achieve financial independence through smart investing — without being a financial wizard. Author Andrew Hallam was a high school English teacher. He became a debt-free millionaire by following a few simple rules. In this book, he teaches you the financial fundamentals you need to follow in his tracks. You can spend just an hour per year on your investments, never think about the stock market's direction — and still beat most professional investors. It's not about get-rich-quick schemes or trendy investment products peddled by an ever-widening, self-serving industry; it's about your money and your future. This new second edition features updated discussion on passive investing, studies on dollar cost averaging versus lump sum investing, and a detailed segment on RoboAdvisors for Americans, Canadians, Australians, Singaporeans and British investors. Financial literacy is rarely taught in schools. Were you shortchanged by your education system? This book is your solution, teaching you the ABCs of finance to help you build wealth. Gain the financial literacy to make smart investment decisions Learn why you should invest in index funds Find out how to find the right kind of financial advisor Avoid scams and flash-in-the-pan trends Millionaire Teacher shows how to build a strong financial future today.

Creating a Portfolio like Warren Buffett

Creating a Portfolio like Warren Buffett PDF Author: Jeeva Ramaswamy
Publisher: John Wiley & Sons
ISBN: 1118240367
Category : Business & Economics
Languages : en
Pages : 304

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Book Description
The practical guide to investing the Warren Buffett way Creating a Portfolio like Warren Buffett: A High Return Investment Strategy highlights actual trades author Jeeva Ramaswamy has successfully executed using principles established by investment guru Warren Buffet. Clearly explaining how Buffett's principles can be used to make specific investments the book, unlike other investment guides, also clearly explains how to apply Buffett's exit strategies as they pertain to holding or selling positions. Giving readers a complete overview of Buffett's methodologies and how to apply them, the book is a step-by-step stock research checklist and comprehensive guide to investing and managing a successful stock portfolio. It includes detailed instructions to: Determine where to search for stock prospects Thoroughly research stocks using a stock research checklist Confidently make buy and sell decisions Expertly manage your portfolio Packed with specific stock examples, real-life calculations, and expert tips, Creating a Portfolio like Warren Buffett is your guide to harnessing the market savvy of an investing legend.

The Motley Fool Million Dollar Portfolio LP

The Motley Fool Million Dollar Portfolio LP PDF Author: David Gardner
Publisher: Harper Collins
ISBN: 0061720038
Category : Business & Economics
Languages : en
Pages : 404

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Book Description
“Motley Fool makes investing fun again.” —BetterInvesting Magazine The mission of Motley Fool—the multimedia financial education company cofounded in 1993 by brothers David and Tom Gardner—is to “educate, amuse, and enrich.” Their valuable, innovative, and entertaining investing book, Motley Fool Million Dollar Portfolio provides insight, pointers, and sometimes very unorthodox advice that can help any investor build a seven-figure portfolio by out-thinking and out-maneuvering the professional financial wizards on Wall Street. With a new introduction by the authors, Motley Fool Million Dollar Portfolio offers irreverent investing wisdom ideal for any financial market, even the most bearish.