BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 1 docx
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 1 docx
... GAIN
J.K. LASSER’S
™
BUY, SELL, OR HOLD:
MANAGE YOUR
PORTFOLIO FOR
MAXIMUM GAIN
Michael C. Thomsett
J.K. LASSER’S
™
BUY, SELL, OR HOLD:
MANAGE YOUR
PORTFOLIO FOR
MAXIMUM GAIN
J.K. LASSER’S
™
Acknowledgments
My ... 236
Notes 238
11 . Developing Your Comprehensive Program 239
Three Market Rules of Thumb 239
Theory and Practice 2 41
Index 245
CONTE...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 4 docx
... in portfolio management, because decisive action is the primary
method for cutting losses and maximizing profits.
As your own portfolio manager, you look for signals that foretell change. Your
purpose ... all-too-common
cursory glance. Wise investors know that a portfolio filled with risk-appropriate
stocks is a good portfolio one that is likely to perform according to your l...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 2 pot
... LOOK FORWARD
33
A reliance upon price information alone—the most popular way that
investors judge the market—is the least dependable and least reliable method
for determining whether or buy, sell, ... managerial information about a
company—are the basis for selecting valuable and well-priced long-term stocks.
Once stocks are held in your portfolio, the fundamentals also are most...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 3 pdf
... groups:
THE PE RATIO
39
PE ranking
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Av e r a g e a n n u a l r a t e o f r e t u r n (%)
Highest 1
2
3
4
5
Lowest 6
FIGURE 2 .1 Average annual return based ... its
investment value.
Timing Your Market Decisions
The main complication of deciding when to buy, sell, or hold is a matter of tim-
ing. Some investors study one or two i...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 5 pptx
... between
high-yielding bonds or stocks paying exceptionally high dividends and growth
stocks. Other mutual funds are designed for income alone, for aggressive or
conservative growth, for particular sectors or in companies ... list. Investors are more
comfortable investing in the familiar and well known. When you use a com-
pany’s products, recognize the name, and know that it has b...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 6 pot
... up invested in stocks with
COORDINATED PORTFOLIO MANAGEMENT
12 9
Knowing which corporate liquidity tests to apply is the cornerstone for moni-
toring stocks in your portfolio. As an overall observation, ... greatest risk for those with good credit. The
better your credit, the more lines of credit you can obtain and the greater the
potential for danger. The risk in its worst form...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 7 pot
... turn
around and borrow money against the property and use that to buy more proper-
ties at foreclosure auction or directly from the government. While some programs
exist for moving foreclosed properties ... pick good stocks
for long-term investments or even for short-term gain. For example, if the mar-
ket were to fall several hundred points, it is also likely that many stocks wh...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 8 pptx
... 10
22 7.7% 9.0% 10 .3% 11 .5% 12 .8%
25 8.0 9.3 10 .7 12 .0 13 .3
28 8.3 9.7 11 .1 12.5 13 .9
31 8.7 10 .1 11. 6 13 .0 14 .5
34 9 .1 10.6 12 .1 13.6 15 .2
37 9.5 11 .1 12.7 14 .3 15 .9
40 10 .0 11 .7 13 .3 15 .0 16 .7
43 ... 15 .2
37 9.5 11 .1 12.7 14 .3 15 .9
40 10 .0 11 .7 13 .3 15 .0 16 .7
43 10 .5 12 .3 14 .0 15 .8 17 .5
46 11 .1 13.0 14 .8...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 9 ppsx
... 19 5.58 16 8. 41 29 ,16 9.05
6 363.99 19 4.46 16 9.53 28,999.52
7 363.99 19 3.33 17 0.66 28,828.86
8 363.99 19 2 .19 17 1.80 28,657.06
9 363.99 19 1.05 17 2.94 28,484 .12
10 363.99 18 9.89 17 4 .10 28, 310 .02
11 ... 9.2
Loan Amortization
Month Payment Interest Principal Balance
$30,000.00
1 $363.99 $200.00 $16 3.99 29,836. 01
2 363.99 19 8. 91 165.08 29,670.93
3 363.99 1...
BUY, SELL, OR HOLD: MANAGE YOUR PORTFOLIO FOR MAXIMUM GAIN phần 10 potx
... attributes, 12 0 12 5
losses at sale and, 11 7 12 0
portfolio, 11 4 11 7
portfolio management and,
12 8 13 0
preservation of, 11 9
product or service analysis,
12 4 12 5
puts for insurance and, 11 8
INDEX
247
S
Securities ... 208–209
comparability, 18 3 18 5, 204–207
compound, 19 5 19 9
computations, 18 6 18 8
corporate, 18 2 18 3, 18 5 19 1
equity, 19 0
internal, 207– 210...
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