Investing All-in-One For Dummies

 
 
Standards Information Network (Verlag)
  • erschienen am 10. April 2017
  • |
  • 552 Seiten
 
E-Book | PDF mit Adobe DRM | Systemvoraussetzungen
978-1-119-37664-4 (ISBN)
 
Invest in your financial future
Featuring guidance from renowned finance expert Eric Tyson and content from other top selling For Dummies investment titles, Investing All-in-One For Dummies offers the foolproof, time-tested guidance you need to turn those hard-earned dollars into a successful and diversified portfolio. Covering everything from stocks, bonds, mutual funds, real estate, and the latest in online investing, this hands-on resource lays out an arsenal of techniques for you to select the investment accounts that best suit your particular style, needs, and goals. Investing All-in-One For Dummies offers a succinct framework and expert advice to help readers make solid decisions and confidently invest in the marketplace
* Develop and manage a winning financial portfolio
* Find the right investments for you, no matter your age or income bracket
* Get the latest information on retirement planning, tax laws, investment options, and more
* Benefit from sound strategies brought to you by a well-recognized personal finance counselor
There's no time like the present to invest in your own financial future--and this book shows you how.
1. Auflage
  • Englisch
  • USA
John Wiley & Sons Inc
  • 13,49 MB
978-1-119-37664-4 (9781119376644)
weitere Ausgaben werden ermittelt
Eric Tyson is a best-selling personal finance book author and has penned five national best sellers. He is also the only author to have four of his books simultaneously on Business Week's business book bestseller list.

His Personal Finance for Dummies, a Wall Street Journal best-seller, won the Benjamin Franklin Award for Best Business Book of the Year. Eric's syndicated newspaper column is read by millions of readers weekly. He is a former columnist and award-winning journalist for the Sunday San Francisco Chronicle.
1 - Title Page [Seite 5]
2 - Copyright Page [Seite 6]
3 - Table of Contents [Seite 9]
4 - Introduction [Seite 23]
4.1 - About This Book [Seite 23]
4.2 - Foolish Assumptions [Seite 24]
4.3 - Icons Used in This Book [Seite 25]
4.4 - Beyond the Book [Seite 25]
4.5 - Where to Go from Here [Seite 26]
5 - Book 1 Getting Started with Investing [Seite 27]
5.1 - Chapter 1 Exploring Your Investment Choices [Seite 29]
5.1.1 - Getting Started with Investing [Seite 30]
5.1.2 - Building Wealth with Ownership Investments [Seite 30]
5.1.2.1 - Entering the stock market [Seite 31]
5.1.2.2 - Owning real estate [Seite 32]
5.1.3 - Generating Income from Lending Investments [Seite 33]
5.1.4 - Considering Cash Equivalents [Seite 35]
5.1.5 - Where to Invest and Get Advice [Seite 36]
5.1.5.1 - Finding the best fund companies and brokers [Seite 36]
5.1.5.2 - Finding an admirable advisor [Seite 37]
5.2 - Chapter 2 Weighing Risks and Returns [Seite 39]
5.2.1 - Evaluating Risks [Seite 40]
5.2.1.1 - Market-value risk [Seite 41]
5.2.1.2 - Individual-investment risk [Seite 46]
5.2.1.3 - Purchasing-power risk (aka inflation risk) [Seite 48]
5.2.1.4 - Career risk [Seite 49]
5.2.2 - Analyzing Returns [Seite 50]
5.2.2.1 - The components of total return [Seite 50]
5.2.2.2 - Savings and money market account returns [Seite 52]
5.2.2.3 - Bond returns [Seite 53]
5.2.2.4 - Stock returns [Seite 54]
5.2.2.5 - Real estate returns [Seite 56]
5.2.3 - Compounding Your Returns [Seite 57]
5.2.3.1 - The value of getting a few extra percent [Seite 58]
5.2.3.2 - Considering your goals [Seite 59]
5.3 - Chapter 3 The Workings of Stock and Bond Markets [Seite 61]
5.3.1 - How Companies Raise Money through the Financial Markets [Seite 61]
5.3.1.1 - Deciding whether to issue stocks or bonds [Seite 62]
5.3.1.2 - Taking a company public: Understanding IPOs [Seite 63]
5.3.2 - Understanding Financial Markets and Economics [Seite 64]
5.3.2.1 - Driving stock prices through earnings [Seite 64]
5.3.2.2 - Weighing whether markets are efficient [Seite 66]
5.3.2.3 - Moving the market: Interest rates, inflation, and the Federal Reserve [Seite 67]
6 - Book 2 Investing in Your 20s and 30s [Seite 73]
6.1 - Chapter 1 Using Investments to Accomplish Your Goals [Seite 75]
6.1.1 - Setting and Prioritizing Your Shorter-Term Goals [Seite 75]
6.1.1.1 - Accumulating a rainy-day fund [Seite 76]
6.1.1.2 - Saving for large purchases [Seite 76]
6.1.1.3 - Investing for a small business or home [Seite 77]
6.1.1.4 - Saving for kids' educational costs [Seite 78]
6.1.1.5 - Investing short-term money [Seite 78]
6.1.2 - Investing in Retirement Accounts [Seite 78]
6.1.2.1 - Understanding retirement account perks [Seite 78]
6.1.2.2 - Grappling with retirement account concerns [Seite 79]
6.1.2.3 - Taking advantage of retirement accounts [Seite 80]
6.1.2.4 - Surveying retirement account choices [Seite 81]
6.1.2.5 - Selecting retirement account investments [Seite 84]
6.2 - Chapter 2 Minimizing Your Taxes When Investing [Seite 85]
6.2.1 - Understanding Investment Taxes [Seite 85]
6.2.1.1 - Tracking taxation of investment distributions [Seite 86]
6.2.1.2 - Determining your tax bracket [Seite 86]
6.2.1.3 - Devising tax-reduction strategies [Seite 87]
6.2.2 - Reducing Your Taxes When Selling Investments [Seite 88]
6.2.2.1 - Weighing nontax issues [Seite 89]
6.2.2.2 - Tuning in to tax considerations [Seite 90]
6.3 - Chapter 3 Laying Out Your Financial Plans [Seite 93]
6.3.1 - First Priorities: Paying Off High-Cost Debt and Building a Safety Reserve [Seite 94]
6.3.1.1 - Paying off high-cost consumer debt [Seite 94]
6.3.1.2 - Establishing an emergency reserve [Seite 95]
6.3.2 - What about Paying Down Other Debts? [Seite 95]
6.3.2.1 - Assessing student loans [Seite 96]
6.3.2.2 - Considering paying down mortgage debt [Seite 97]
6.3.3 - Sorting Out Your Financial Plans [Seite 98]
6.3.3.1 - Considering your investment options and desires [Seite 98]
6.3.3.2 - Assessing your savings rate [Seite 99]
6.3.3.3 - Investing regularly with dollar cost averaging [Seite 100]
6.3.4 - Knowing the Impact of Investing for College Costs [Seite 101]
6.3.4.1 - Paying for college [Seite 102]
6.3.4.2 - Considering educational savings account options [Seite 104]
6.3.4.3 - Investing money earmarked for college [Seite 104]
6.3.5 - Securing Proper Insurance [Seite 105]
6.4 - Chapter 4 Starting Out with Bank Accounts and Money Market Funds [Seite 107]
6.4.1 - Understanding FDIC Bank Insurance [Seite 108]
6.4.2 - Investing in Banking Account and Savings Vehicles [Seite 108]
6.4.2.1 - Bank checking accounts and debit cards [Seite 109]
6.4.2.2 - Savings accounts and certificates of deposit [Seite 110]
6.4.3 - Feeling Secure with Your Bank [Seite 111]
6.4.3.1 - Evaluating any bank [Seite 112]
6.4.3.2 - Protecting yourself when banking online [Seite 113]
6.4.4 - Defining Money Market Mutual Funds [Seite 113]
6.4.4.1 - Making sense of the appeal of money market funds [Seite 114]
6.4.4.2 - Understanding the drawbacks of money market funds [Seite 115]
6.4.5 - Understanding Money Market Fund Holdings [Seite 115]
6.4.6 - Protecting and Accessing Your Money in Money Funds [Seite 116]
6.4.6.1 - Protecting your money [Seite 116]
6.4.6.2 - Accessing your money [Seite 116]
6.4.7 - Using Money Market Funds in Your Investment Plan [Seite 117]
6.4.8 - Understanding Traits of Leading Money Funds [Seite 118]
7 - Book 3 Starting with Stock Investing [Seite 121]
7.1 - Chapter 1 Gathering Information on Stocks [Seite 123]
7.1.1 - Looking to Stock Exchanges for Answers [Seite 124]
7.1.2 - Grasping the Basics of Accounting and Economics [Seite 125]
7.1.2.1 - Accounting for taste and a whole lot more [Seite 125]
7.1.2.2 - Understanding how economics affects stocks [Seite 126]
7.1.3 - Staying on Top of Financial News [Seite 130]
7.1.3.1 - Figuring out what a company's up to [Seite 130]
7.1.3.2 - Discovering what's new with an industry [Seite 131]
7.1.3.3 - Knowing what's happening with the economy [Seite 131]
7.1.3.4 - Seeing what politicians and government bureaucrats are doing [Seite 131]
7.1.3.5 - Checking for trends in society, culture, and entertainment [Seite 132]
7.1.4 - Reading (And Understanding) Stock Tables [Seite 132]
7.1.4.1 - 52-week high [Seite 133]
7.1.4.2 - 52-week low [Seite 134]
7.1.4.3 - Name and symbol [Seite 134]
7.1.4.4 - Dividend [Seite 134]
7.1.4.5 - Volume [Seite 135]
7.1.4.6 - Yield [Seite 136]
7.1.4.7 - P/E [Seite 136]
7.1.4.8 - Day last [Seite 137]
7.1.4.9 - Net change [Seite 137]
7.1.5 - Using News about Dividends [Seite 137]
7.1.5.1 - Looking at important dates [Seite 138]
7.1.5.2 - Understanding why certain dates matter [Seite 139]
7.1.6 - Evaluating Investment Tips [Seite 139]
7.2 - Chapter 2 Investing for Long-Term Growth [Seite 141]
7.2.1 - Becoming a Value-Oriented Growth Investor [Seite 142]
7.2.2 - Choosing Growth Stocks with a Few Handy Tips [Seite 143]
7.2.2.1 - Looking for leaders in megatrends [Seite 144]
7.2.2.2 - Comparing a company's growth to an industry's growth [Seite 144]
7.2.2.3 - Considering a company with a strong niche [Seite 145]
7.2.2.4 - Checking out a company's fundamentals [Seite 145]
7.2.2.5 - Evaluating a company's management [Seite 146]
7.2.2.6 - Noticing who's buying and/or recommending a company's stock [Seite 148]
7.2.2.7 - Making sure a company continues to do well [Seite 149]
7.2.2.8 - Heeding investing lessons from history [Seite 149]
7.3 - Chapter 3 Investing for Income: Dividend-Paying Stocks [Seite 151]
7.3.1 - Understanding the Basics of Income Stocks [Seite 152]
7.3.1.1 - Getting a grip on dividends and dividend rates [Seite 152]
7.3.1.2 - Recognizing who's well-suited for income stocks [Seite 153]
7.3.1.3 - Assessing the advantages of income stocks [Seite 153]
7.3.1.4 - Heeding the disadvantages of income stocks [Seite 154]
7.3.2 - Analyzing Income Stocks [Seite 156]
7.3.2.1 - Pinpointing your needs first [Seite 156]
7.3.2.2 - Checking out yield [Seite 157]
7.3.2.3 - Looking at a stock's payout ratio [Seite 159]
7.3.2.4 - Studying a company's bond rating [Seite 159]
7.3.2.5 - Diversifying your stocks [Seite 160]
7.3.3 - Exploring Some Typical Income Stocks [Seite 160]
7.3.3.1 - It's electric! Utilities [Seite 161]
7.3.3.2 - An interesting mix: Real estate investment trusts (REITs) [Seite 161]
7.3.3.3 - Good energy: Royalty trusts [Seite 163]
7.4 - Chapter 4 Using Basic Accounting to Choose Winning Stocks [Seite 165]
7.4.1 - Recognizing Value When You See It [Seite 166]
7.4.1.1 - Understanding different types of value [Seite 166]
7.4.1.2 - Putting the pieces together [Seite 168]
7.4.2 - Accounting for Value [Seite 169]
7.4.2.1 - Breaking down the balance sheet [Seite 171]
7.4.2.2 - Looking at the income statement [Seite 174]
7.4.2.3 - Tooling around with ratios [Seite 178]
8 - Book 4 Looking at Bond Investing [Seite 183]
8.1 - Chapter 1 Bond Fundamentals [Seite 185]
8.1.1 - Understanding What Makes a Bond a Bond [Seite 186]
8.1.1.1 - Choosing your time frame [Seite 187]
8.1.1.2 - Picking who you trust to hold your money [Seite 187]
8.1.1.3 - Differentiating among bonds, stocks, and Beanie Babies [Seite 188]
8.1.2 - Why Hold Bonds? [Seite 189]
8.1.2.1 - Identifying the best reason to buy bonds: Diversification [Seite 189]
8.1.2.2 - Going for the cash [Seite 190]
8.1.3 - Introducing the Major Players in the Bond Market [Seite 191]
8.1.4 - Buying Solo or Buying in Bulk [Seite 192]
8.1.4.1 - Picking and choosing individual bonds [Seite 193]
8.1.4.2 - Going with a bond fund or funds [Seite 193]
8.1.5 - The Triumphs and Failures of Fixed-Income Investing [Seite 194]
8.1.5.1 - Beating inflation, but not by very much [Seite 194]
8.1.5.2 - Saving the day when the day needed saving [Seite 195]
8.1.5.3 - Gleaning some important lessons [Seite 196]
8.1.6 - Realizing How Crucial Bonds Are Today [Seite 198]
8.1.7 - Viewing Recent Developments, Largely for the Better [Seite 199]
8.2 - Chapter 2 All about the Interest [Seite 201]
8.2.1 - The Tricky Business That Is Calculating Rates of Return [Seite 202]
8.2.1.1 - Cutting deals [Seite 202]
8.2.1.2 - Changing hands [Seite 203]
8.2.1.3 - Embracing the complications [Seite 203]
8.2.2 - Measuring the Desirability of a Bond [Seite 204]
8.2.2.1 - Level one: Getting the basic information [Seite 204]
8.2.2.2 - Level two: Finding out intimate details [Seite 206]
8.2.2.3 - Level three: Examining the neighborhood [Seite 208]
8.2.3 - Understanding Yield [Seite 210]
8.2.3.1 - Coupon yield [Seite 210]
8.2.3.2 - Current yield [Seite 211]
8.2.3.3 - Yield-to-maturity [Seite 211]
8.2.3.4 - Yield-to-call [Seite 212]
8.2.3.5 - Worst-case basis yield [Seite 213]
8.2.3.6 - The 30-day SEC yield [Seite 213]
8.2.4 - Recognizing Total Return (This Is What Matters Most!) [Seite 213]
8.2.4.1 - Figuring in capital gains and losses [Seite 214]
8.2.4.2 - Factoring in reinvestment rates of return [Seite 214]
8.2.4.3 - Allowing for inflation adjustments [Seite 215]
8.2.4.4 - Pretax versus post-tax [Seite 215]
8.2.5 - Measuring the Volatility of Your Bond Holdings [Seite 216]
8.2.5.1 - Time frame matters most [Seite 216]
8.2.5.2 - Quality counts [Seite 217]
8.2.5.3 - The coupon rate matters, too [Seite 217]
8.2.6 - Returning to the Bonds of Babylonia [Seite 218]
8.3 - Chapter 3 Types of Bonds [Seite 219]
8.3.1 - Exploring the Many Ways of Investing with Uncle Sam [Seite 219]
8.3.1.1 - Savings bonds [Seite 220]
8.3.1.2 - Treasury bills, notes, and bonds [Seite 221]
8.3.1.3 - Treasury Inflation-Protected Securities (TIPS) [Seite 222]
8.3.2 - Industrial Returns: Corporate Bonds [Seite 223]
8.3.2.1 - Comparing corporate bonds to Treasuries [Seite 224]
8.3.2.2 - The crucial credit ratings [Seite 224]
8.3.2.3 - Special considerations for investing in corporate debt [Seite 225]
8.3.2.4 - The volatility of high-yield bonds [Seite 226]
8.3.3 - Lots of Protection, a Touch of Confusion: Agency Bonds [Seite 227]
8.3.3.1 - Identifying the bond issuers [Seite 227]
8.3.3.2 - Sizing up the government's actual commitment [Seite 228]
8.3.3.3 - Eyeing default risks, yields, markups, and more [Seite 229]
8.3.3.4 - Weighing taxation matters [Seite 229]
8.3.4 - Banking Your Money on Other People's Mortgages [Seite 230]
8.3.4.1 - Bathing in the mortgage pool [Seite 230]
8.3.4.2 - Deciding whether to invest in the housing market [Seite 230]
8.3.5 - (Almost) Tax-Free Havens: Municipal Bonds [Seite 231]
8.3.5.1 - Sizing up the muni market [Seite 231]
8.3.5.2 - Comparing and contrasting with other bonds [Seite 232]
8.3.5.3 - Delighting in the diversification of municipals [Seite 232]
8.3.5.4 - Choosing from a vast array of possibilities [Seite 233]
8.4 - Chapter 4 Investing (Carefully!) in Individual Bonds [Seite 235]
8.4.1 - Navigating Today's Individual Bond Market [Seite 235]
8.4.1.1 - Getting some welcome transparency [Seite 236]
8.4.1.2 - Ushering in a new beginning [Seite 237]
8.4.2 - Dealing with Brokers and Other Financial Professionals [Seite 237]
8.4.2.1 - Identifying the role of the middleman [Seite 238]
8.4.2.2 - Do you need a broker or agent at all? [Seite 239]
8.4.2.3 - Selecting the right broker or agent [Seite 239]
8.4.2.4 - Checking the dealer's numbers [Seite 240]
8.4.2.5 - Hiring a financial planner [Seite 241]
8.4.3 - Doing It Yourself Online [Seite 241]
8.4.3.1 - If you're looking to buy [Seite 242]
8.4.3.2 - If you're looking to sell [Seite 244]
8.4.4 - Perfecting the Art of Laddering [Seite 244]
8.4.4.1 - Protecting you from interest rate flux [Seite 245]
8.4.4.2 - Tinkering with your time frame [Seite 246]
8.5 - Chapter 5 Picking a Bond Fund That Will Serve You for Life [Seite 247]
8.5.1 - Defining the Basic Kinds of Funds [Seite 248]
8.5.1.1 - Mining mutual funds [Seite 249]
8.5.1.2 - Considering an alternative: Closed-end funds [Seite 249]
8.5.1.3 - Establishing a position in exchange-traded funds [Seite 250]
8.5.1.4 - Understanding unit investment trusts [Seite 251]
8.5.1.5 - Taking a flyer (or not) on an exchange-traded note [Seite 251]
8.5.2 - What Matters Most in Choosing a Bond Fund of Any Sort [Seite 252]
8.5.2.1 - Selecting your fund based on its components and their characteristics [Seite 253]
8.5.2.2 - Pruning out the underperformers [Seite 253]
8.5.2.3 - Laying down the law on loads [Seite 254]
8.5.2.4 - Sniffing out false promises [Seite 254]
9 - Book 5 Moving on to Mutual Funds [Seite 255]
9.1 - Chapter 1 Considering Mutual Funds' Pros and Cons [Seite 257]
9.1.1 - Introducing Mutual Funds and Exchange-Traded Funds [Seite 258]
9.1.2 - Getting a Grip on Funds [Seite 258]
9.1.2.1 - Financial intermediaries [Seite 260]
9.1.2.2 - Open-end versus closed-end funds [Seite 260]
9.1.3 - Opting for Mutual Funds [Seite 262]
9.1.3.1 - Fund managers offer expertise [Seite 262]
9.1.3.2 - Funds save you money and time [Seite 264]
9.1.3.3 - Fund diversification minimizes your risk [Seite 265]
9.1.3.4 - Funds undergo regulatory scrutiny [Seite 266]
9.1.3.5 - You choose your risk level [Seite 267]
9.1.3.6 - Fund risk of bankruptcy is nil [Seite 267]
9.1.3.7 - Funds save you from sales sharks [Seite 268]
9.1.3.8 - You have convenient access to your money [Seite 268]
9.1.4 - Addressing the Drawbacks [Seite 270]
9.1.4.1 - Don't worry about these [Seite 270]
9.1.4.2 - Worry about these (but not too much) [Seite 271]
9.1.5 - Understanding Exchange-Traded Funds [Seite 272]
9.1.5.1 - Understanding ETF advantages [Seite 272]
9.1.5.2 - Eyeing ETF drawbacks [Seite 273]
9.1.5.3 - Seeing the pros and cons of trading ETFs [Seite 275]
9.2 - Chapter 2 Finding the Best Funds [Seite 277]
9.2.1 - Evaluating Gain-Eating Costs [Seite 277]
9.2.1.1 - Losing the load: Say no to commissions [Seite 278]
9.2.1.2 - Considering a fund's operating expenses [Seite 283]
9.2.2 - Weighing Performance and Risk [Seite 285]
9.2.2.1 - Star today, also-ran tomorrow [Seite 286]
9.2.2.2 - Apples to apples: Comparing performance numbers [Seite 289]
9.2.3 - Recognizing Manager Expertise [Seite 291]
9.3 - Chapter 3 Buying Funds from the Best Firms [Seite 293]
9.3.1 - Finding the Best Buys [Seite 293]
9.3.1.1 - The Vanguard Group [Seite 294]
9.3.1.2 - Fidelity Investments [Seite 295]
9.3.1.3 - Dodge & Cox [Seite 297]
9.3.1.4 - Oakmark [Seite 297]
9.3.1.5 - T. Rowe Price [Seite 297]
9.3.1.6 - TIAA [Seite 298]
9.3.1.7 - USAA [Seite 298]
9.3.1.8 - Other fund companies [Seite 298]
9.3.2 - Discount Brokers: Mutual Fund Supermarkets [Seite 299]
9.3.2.1 - Buying direct versus discount brokers [Seite 300]
9.3.2.2 - Debunking "No Transaction Fee" funds [Seite 301]
9.3.2.3 - Using the best discount brokers [Seite 303]
9.3.3 - Places to Pass By [Seite 303]
10 - Book 6 Investing Online [Seite 305]
10.1 - Chapter 1 Getting Ready for Online Investing [Seite 307]
10.1.1 - Why Investing Online Is Worth Your While [Seite 308]
10.1.2 - Getting Started [Seite 308]
10.1.3 - Gut-Check Time: How Much Downside Risk Can You Tolerate? [Seite 311]
10.1.4 - Passive or Active? Deciding What Kind of Investor You Plan to Be [Seite 312]
10.1.4.1 - How to know if you're a passive investor [Seite 312]
10.1.4.2 - Sites for passive investors to start with [Seite 313]
10.1.4.3 - How to know whether you're an active investor [Seite 313]
10.1.4.4 - Sites for the active investor to start with [Seite 314]
10.2 - Chapter 2 Getting Your Device Ready for Online Investing [Seite 315]
10.2.1 - Turning Your Device into a Trading Station [Seite 316]
10.2.1.1 - Using favorites to put data at your fingertips [Seite 316]
10.2.1.2 - Putting key mobile apps a touch away [Seite 318]
10.2.1.3 - Compiling a list of must-watch sites [Seite 318]
10.2.2 - Tracking the Market's Every Move [Seite 319]
10.2.2.1 - Getting price quotes on markets and stocks [Seite 319]
10.2.2.2 - Slicing and dicing the markets [Seite 320]
10.2.2.3 - Your crystal ball: Predicting how the day will begin [Seite 322]
10.2.2.4 - Getting company descriptions [Seite 322]
10.2.2.5 - Tracking bonds and U.S. Treasuries [Seite 323]
10.2.3 - Monitoring Market-Moving News [Seite 324]
10.2.3.1 - Financial websites [Seite 324]
10.2.3.2 - Traditional financial news sites [Seite 326]
10.2.4 - Checking In on Wall Street Chatter [Seite 328]
10.2.4.1 - Checking in with blogs [Seite 329]
10.2.4.2 - Getting in tune with podcasts [Seite 329]
10.2.4.3 - Taming Twitter [Seite 331]
10.2.4.4 - Getting your computer to do the work: RSS feeds [Seite 331]
10.2.5 - Keeping Tabs on the Regulators [Seite 332]
10.2.6 - Executing Trades [Seite 334]
10.2.7 - Searching the Internet High and Low [Seite 335]
10.2.8 - Keeping the Bad Guys Out: Securing Your PC [Seite 335]
10.2.9 - Mastering the Basics with Online Tutorials and Simulations [Seite 337]
10.2.9.1 - Online tutorials [Seite 337]
10.2.9.2 - Simulations [Seite 339]
10.3 - Chapter 3 Connecting with an Online Broker [Seite 341]
10.3.1 - Finding the Best Broker for You [Seite 342]
10.3.1.1 - Main factors to consider [Seite 342]
10.3.1.2 - "Gotchas" to watch out for [Seite 344]
10.3.2 - Separating the Types of Brokerages [Seite 344]
10.3.2.1 - Deep discounters: Trading for $5 or less [Seite 345]
10.3.2.2 - Discounters: Trading for $5.01 to $10 [Seite 347]
10.3.2.3 - Full-service traditional [Seite 353]
10.3.3 - Avoiding Hidden Fees [Seite 354]
10.3.4 - Finding Out What Reviewers Think [Seite 356]
10.3.5 - Is Your Money Safe? Checking Out Your Broker [Seite 357]
10.3.6 - Cutting the Cord: Mobile Trading [Seite 358]
10.3.7 - Pay Attention to Where Your Cash Is Parked: Money Market Funds [Seite 360]
10.3.8 - Buying Stocks and Mutual Funds without a Broker [Seite 360]
10.3.8.1 - Stocks: Direct investments [Seite 361]
10.3.8.2 - Mutual funds: Straight from the mutual fund company [Seite 362]
10.3.9 - Opening and Setting Up Your Account [Seite 363]
10.3.9.1 - The checklist of what you need to know [Seite 363]
10.3.9.2 - The checklist of what you need to have [Seite 364]
10.4 - Chapter 4 Entering and Executing Trades [Seite 365]
10.4.1 - Understanding How Stock Trades and Shares Are Handled [Seite 366]
10.4.1.1 - Ways you can hold your investments [Seite 366]
10.4.1.2 - A second in the life of a trade [Seite 370]
10.4.2 - Getting It Done: Executing Your Trades [Seite 370]
10.4.2.1 - Types of orders [Seite 371]
10.4.2.2 - Costs of different orders [Seite 372]
10.4.2.3 - Tailoring your trades even more [Seite 373]
11 - Book 7 Introducing Fundamental Analysis [Seite 375]
11.1 - Chapter 1 Understanding Fundamental Analysis [Seite 377]
11.1.1 - Why Bother with Fundamental Analysis? [Seite 378]
11.1.1.1 - Some of the real values of fundamental analysis [Seite 378]
11.1.1.2 - Driving home an example [Seite 379]
11.1.1.3 - Putting fundamental analysis to work [Seite 381]
11.1.1.4 - Knowing what fundamentals to look for [Seite 382]
11.1.1.5 - Knowing what you need [Seite 383]
11.1.2 - Knowing the Tools of the Fundamental Analysis Trade [Seite 383]
11.1.2.1 - Staying focused on the bottom line [Seite 384]
11.1.2.2 - Sizing up what a company has to its name [Seite 384]
11.1.2.3 - Eyeing a company's cash flow [Seite 384]
11.1.2.4 - Financial ratios: Your friend in making sense of a company [Seite 385]
11.1.3 - Making Fundamental Analysis Work for You [Seite 385]
11.1.3.1 - Using fundamentals as signals to buy or sell [Seite 385]
11.1.3.2 - The perils of ignoring the fundamentals [Seite 386]
11.1.3.3 - Using fundamental analysis as your guide [Seite 386]
11.2 - Chapter 2 Getting Up to Speed with Fundamental Analysis [Seite 387]
11.2.1 - What Is Fundamental Analysis? [Seite 388]
11.2.1.1 - Going beyond betting [Seite 388]
11.2.1.2 - Understanding how fundamental analysis works [Seite 390]
11.2.1.3 - Who can perform fundamental analysis? [Seite 391]
11.2.1.4 - Following the money using fundamentals [Seite 393]
11.2.2 - Comparing Fundamental Analysis with Other Ways of Picking Investments [Seite 394]
11.2.2.1 - How fundamental analysis stacks up against index investing [Seite 394]
11.2.2.2 - Comparing fundamental analysis with technical analysis [Seite 395]
11.2.3 - Putting Fundamental Analysis to Work for You [Seite 396]
11.2.3.1 - How difficult is fundamental analysis? Do I need to be a math wizard? [Seite 397]
11.2.3.2 - Is fundamental analysis for you? [Seite 397]
11.2.3.3 - The risks of fundamental analysis [Seite 398]
11.2.4 - Making Money with Fundamental Analysis [Seite 399]
11.2.4.1 - Putting a price tag on a stock or bond [Seite 399]
11.2.4.2 - Being profitable by being a "contrarian" [Seite 400]
11.2.5 - The Fundamental Analysis Toolbox [Seite 400]
11.2.5.1 - Introducing the income statement [Seite 401]
11.2.5.2 - Balance-sheet basics [Seite 401]
11.2.5.3 - Getting the mojo of cash flows [Seite 402]
11.2.5.4 - Familiarizing yourself with financial ratios (including the P/E) [Seite 402]
11.3 - Chapter 3 Gaining an Edge with Fundamental Analysis [Seite 405]
11.3.1 - Better Investing with Fundamentals [Seite 406]
11.3.1.1 - Picking stocks for fundamental reasons [Seite 407]
11.3.1.2 - Dooming your portfolio by paying too much [Seite 410]
11.3.1.3 - Sitting through short-term volatility [Seite 411]
11.3.2 - Relying on the Basic Info the Pros Use [Seite 412]
11.3.2.1 - What is "the Warren Buffett Way"? [Seite 413]
11.3.2.2 - Checking in on Graham and Dodd [Seite 415]
11.3.3 - Figuring Out When to Buy or Sell a Stock [Seite 416]
11.3.3.1 - Looking beyond the per-share price to market value [Seite 417]
11.3.3.2 - Seeing how a company's fundamentals and its price may get out of alignment [Seite 418]
11.3.3.3 - Avoiding overhyped story stocks [Seite 419]
11.3.3.4 - Pairing buy-and-hold strategies with fundamental analysis [Seite 420]
11.3.3.5 - Looking to the long term [Seite 421]
11.3.3.6 - Patience isn't always a virtue [Seite 422]
11.4 - Chapter 4 Getting Your Hands on Fundamental Data [Seite 423]
11.4.1 - Getting In Sync with the Fundamental Calendar [Seite 424]
11.4.1.1 - Which companies must report their financials to the public? [Seite 424]
11.4.1.2 - Kicking it all off: Earnings season [Seite 425]
11.4.1.3 - Getting the earnings press release [Seite 426]
11.4.1.4 - Bracing for the 10-Q [Seite 427]
11.4.1.5 - Running through the 10-K [Seite 429]
11.4.1.6 - Flipping through the annual report [Seite 430]
11.4.1.7 - There's no proxy like the proxy statement [Seite 431]
11.4.2 - Getting up to Speed with the Basic Accounting and Math [Seite 432]
11.4.2.1 - Operating activities: Finding smooth operators [Seite 433]
11.4.2.2 - Investing activities: You have to spend money to make money [Seite 433]
11.4.2.3 - Financing activities: Getting in tune with high finance [Seite 433]
11.4.2.4 - Learning a key fundamental math skill: Percentage changes [Seite 435]
11.4.3 - How to Get the Fundamental Data You Need [Seite 436]
11.4.3.1 - Getting acquainted with the SEC's database [Seite 436]
11.4.3.2 - Step-by-step directions on accessing company fundamentals using EDGAR [Seite 436]
11.4.3.3 - Pulling fundamental data from websites into spreadsheets [Seite 438]
11.4.3.4 - Finding stocks' dividend histories [Seite 439]
11.4.3.5 - Getting stock-split information [Seite 440]
12 - Book 8 Investing in Real Estate [Seite 443]
12.1 - Chapter 1 Evaluating Real Estate as an Investment [Seite 445]
12.1.1 - Understanding Real Estate's Income- and Wealth-Producing Potential [Seite 446]
12.1.2 - Recognizing the Caveats of Real Estate Investing [Seite 448]
12.1.3 - Comparing Real Estate to Other Investments [Seite 449]
12.1.3.1 - Returns [Seite 449]
12.1.3.2 - Risk [Seite 451]
12.1.3.3 - Liquidity [Seite 451]
12.1.3.4 - Capital requirements [Seite 452]
12.1.3.5 - Diversification value [Seite 452]
12.1.3.6 - Opportunities to add value [Seite 452]
12.1.3.7 - Being aware of the tax advantages [Seite 453]
12.1.4 - Determining Whether You Should Invest in Real Estate [Seite 454]
12.1.4.1 - Do you have sufficient time? [Seite 454]
12.1.4.2 - Can you deal with problems? [Seite 455]
12.1.4.3 - Does real estate interest you? [Seite 455]
12.1.4.4 - Can you handle market downturns? [Seite 455]
12.1.5 - Fitting Real Estate into Your Plans [Seite 456]
12.1.5.1 - Ensure your best personal financial health [Seite 456]
12.1.5.2 - Protect yourself with insurance [Seite 456]
12.1.5.3 - Consider retirement account funding [Seite 457]
12.1.5.4 - Think about asset allocation [Seite 458]
12.2 - Chapter 2 Covering Common Real Estate Investments [Seite 461]
12.2.1 - Identifying the Various Ways to Invest in Residential Income Property [Seite 461]
12.2.1.1 - Buying a place of your own [Seite 462]
12.2.1.2 - Converting your home to a rental [Seite 463]
12.2.1.3 - Investing and living in well-situated fixer-uppers [Seite 464]
12.2.1.4 - Purchasing a vacation home [Seite 465]
12.2.1.5 - Paying for condo hotels and timeshares [Seite 467]
12.2.2 - Surveying the Types of Residential Properties You Can Buy [Seite 469]
12.2.2.1 - Single-family homes [Seite 469]
12.2.2.2 - Attached housing [Seite 470]
12.2.2.3 - Apartments [Seite 472]
12.2.3 - Considering Commercial Real Estate [Seite 474]
12.2.4 - Buying Undeveloped Land [Seite 475]
12.3 - Chapter 3 Identifying Sources of Capital [Seite 479]
12.3.1 - Calculating the Costs of Admission [Seite 480]
12.3.1.1 - Forgetting the myth of no money down [Seite 480]
12.3.1.2 - Determining what you need to get started [Seite 481]
12.3.2 - Rounding Up the Required Cash by Saving [Seite 482]
12.3.3 - Overcoming Down Payment Limitations [Seite 482]
12.3.3.1 - Changing your approach [Seite 483]
12.3.3.2 - Tapping into other common cash sources [Seite 483]
12.4 - Chapter 4 Location, Location, Value [Seite 487]
12.4.1 - Deciding Where to Invest [Seite 488]
12.4.2 - Finding Properties to Add Value [Seite 489]
12.4.3 - Evaluating a Region: The Big Picture [Seite 491]
12.4.3.1 - Population growth [Seite 492]
12.4.3.2 - Job growth and income levels [Seite 493]
12.4.4 - Investigating Your Local Market [Seite 494]
12.4.4.1 - Supply and demand [Seite 495]
12.4.4.2 - Focusing on the path of progress [Seite 500]
12.4.4.3 - Considering barriers to entry [Seite 501]
12.4.4.4 - Government's effect on real estate [Seite 506]
12.4.5 - Evaluating Neighborhoods [Seite 507]
12.4.5.1 - Schools [Seite 507]
12.4.5.2 - Crime rates [Seite 508]
12.4.5.3 - Pride of ownership [Seite 508]
12.4.5.4 - Role play: What attracts you to the property? [Seite 509]
12.4.6 - Mastering Seller's and Buyer's Markets [Seite 512]
12.4.6.1 - Understanding real estate cycles [Seite 512]
12.4.6.2 - Timing the real estate market [Seite 513]
13 - Index [Seite 515]
14 - EULA [Seite 555]

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