GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 1 pptx
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 1 pptx
... how to seek out and size up financial advisors. Why You Need a Game Plan 11 GETTING AN INVESTING GAME PLAN Creating It, Working It, Winning It Vern C. Hayden, CFP with Maura Webber and Jamie Heller John ... (Step 10 : Write It Up!) 212 Step 10 , Write It Up!: Summing Up 213 11 SOS! Finding an Advisor 215 Objectivity and Compensation Structure 217 Professiona...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... 8.6 19 36 14 .2 19 72 9.9 19 37 9.7 19 73 11 .7 19 38 –6.3 19 74 8.3 19 39 6.9 19 75 8.9 19 40 10 .1 1976 11 .5 19 41 25.0 19 77 11 .4 19 42 27.7 19 78 13 .0 19 43 22.7 19 79 11 .8 19 44 10 .7 19 80 8.9 19 45 1. 5 19 81 12.0 19 46 ... –0.3 19 82 4 .1 1947 10 .0 19 83 8.5 19 48 10 .3 19 84 11 .3 19 49 –0.7 19 85 7 .1 1950 10 .0 19 86 5.7 19 51 15....
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... Life 12 % 9 9 10 10 11 12 13 14 16 19 24 Life Life Life Life 11 % 10 10 11 12 12 14 16 17 20 25 Life Life Life Life Life 10 % 11 11 12 13 14 16 18 21 27 Life Life Life Life Life Life 9% 12 13 14 15 17 ... . . Rate 1% 2% 3% 4% 5% 6% 7% 8% 9% 10 % 11 % 12 % 13 % 14 % 15 % 15 % 7 7 8 8 8 9 9 10 11 12 13 14 16 21 Life 14 % 7 8 8 9 9 10 10 11 12...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 4 pdf
... 4.4 A Little Less Risk, Thank You 1- Year 5-Year 10 -Year 19 97 19 98 19 99 2000 20 01 Return Return Return Capital 23.3% 11 .8% –2.8% 12 .5% 4.7% –0.06% 6.4% 10 .3% Income Builder Delafield 19 .7% 11 .5% ... interest- rate sensitivity (short, intermediate, and long), and credit quality (low, moderate, and high). Credit quality measures the financial health of the bond-issuing entity...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps
... patience for it, and many investors don’t, you can end up worse off by trying it, bagging the plan, and ending up with no strategy at all. Active allocation is a much more dynamic and flexible ... Defense Table 5 .1 Aggressive Growth versus Moderate Risk Aggressive Moderate Initial investment $10 0,000 $10 0,000 Year 1 +80% +10 % Year 2 –50% +10 % Year 3 +50% +10 % Final portfolio val...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... Return % Rank Return % Rank Return % Rank Return % Rank 1. FPA Capital Small Value 21. 87% 64. 51% 1 21. 57% 35 16 .74% 58 10 .37% 1 38.39% 4 2. Calamos Growth A Mid-cap Growth 21. 03 40. 21 74 1. 71 81 4.35 92 ... 25. 01 11 2.03 91 29.45 8 11 . Weitz Partners Mid-cap Value 19 .04 61 40.64 1 29 .13 1 22.02 9 21. 08 39 –0.86 77 Value 12 . Berger Small Cap Small Value 25.6...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... return 1. 16% 1. 90% –4.70% –6.70% 13 .39% –20. 71% 1- Year return 7. 81 4.67 0.47 –3.87 17 .98 –32.28 3-Year return 9 .12 10 .17 10 .03 9.72 –9 .17 18 .33 5-Year return 8. 81 11. 26 13 .26 14 .59 3.66 0.29 10 -Year ... 14 .59 3.66 0.29 10 -Year return 9.27 11 . 41 13.27 15 .53 11 .42 10 . 01 1-Year best return 17 .40% 23.35% 31. 16% 39.57% 1- Year worst return –2.43 0.25...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... –3.03 1. 67 4.44 10 .96 2000 S&P 400 –3. 21 –0.60 17 .49 6.66 12 .57 15 .05 MidCap S&P 500 13 .15 11 .88 –9 .10 –9 .17 3.66 11 .42 Source: Morningstar. Multiyear data provided are average annual ... Secs. 6/87 Vanguard Infl. 7.37 7. 71 5.92 — — — — — — Short-term — Team 6/00 Prot. Secs. Indexes Lehman 3.80 8.42 11 .63 8 .11 7.57 7.34 Bros. Agg. Bond MSCI 10 .60 17 .54 –8.46...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... game plan is designed to strengthen your re- solve. Now it s time to start working the game plan. That’s the best—and only—route to winning it. Step 10 , Write It Up!: Summing Up 213 Chapter 10 Step ... plan. The Investing Game Plan (Step 10 : Write It Up!) You’ve now created and have begun to work your investing game plan. This written statement is designed to fo...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... 10 8 11 1 stock, 77–78, 10 8 11 1 value, 10 5 10 6, 10 8 11 1 Mind-set: commitment, 11 , 16 – 21, 27–28, 19 1 19 2 consistency, 11 , 21 23, 27–28, 19 1 19 2 courage, 11 , 23–28, 19 2 importance of, 11 , 15 16 , 27–28 Moderate ... chart, 12 6 12 9, 13 0 King of the World chart, 12 1 12 5, 13 0 Kiplinger.com, 14 7 Lane, Rick, 17 5 17 8 Large-cap funds: blend, 10 5 10 6, 10...
Ngày tải lên: 14/08/2014, 02:20