The Forbes/CFA institute investment course: timeless principles for building wealth

INDICE: Introduction. Acknowledgments. Chapter 1 Building Capital. The Roleof 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. DirectPurchase 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 FinancialStatements. 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 Sourcesfor 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. Divid

• ISBN: 978-0-470-91965-1
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 320
• Fecha Publicación: 19/01/2011
• Nº Volúmenes: 1
• Idioma: Inglés