GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 1 pptx
... 10: Write It Up!) 21 2 Step 10, Write It Up!: Summing Up 21 3 11 SOS! Finding an Advisor 21 5 Objectivity and Compensation Structure 21 7 Professional Skills 22 0 Honesty and Integrity 22 3 Cost 22 3 Chemistry ... 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...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... stand by it. 26 Step 1: Get the Game Plan Mind-Set Table 1.4 Onetime Outstanding Performers: Annual Returns 1998 1999 20 00 20 01 Alliance Tech Class A 63% 72% 25 % 26 % PBHG Tech & Comm. 26 ... through September 30, 20 02, SoGen’s annual return of 7 .29 percent is significantly better than Hancock Tech’s 14.6 percent loss. Over 10 years through September 30, 20 02, the compound a...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... $3,386.35 $4, 321 .94 6% $1,338 .23 $1,790.85 $2, 396.56 $3 ,20 7.14 $4 ,29 1.87 $5,743.49 7% $1,4 02. 55 $1,967.15 $2, 759.03 $3,869.68 $5, 427 .43 $7,6 12. 26 8% $1,469.33 $2, 158. 92 $3,1 72. 17 $4,660.96 ... 8 9 9 10 10 11 12 13 15 17 22 Life Life 13% 8 8 9 9 10 11 11 12 14 15 18 23 Life Life 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...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 4 pdf
... 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 and its ability to pay ... brain can lead to mediocre performance and unnecessary losses. That is exactly what happened with the S&P 500 fund and with tech in 20 00, 20 01, and most of 20 02. My approach is tha...
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 ... that of 20 00 20 02. The models are just that—models. They’re meant as a starting point. If you are working with an advisor and/or are doing significant research yourself, you may well wan...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... 19.14 39.17 18 20 .50 21 22 .23 37 8.97 4 27 .48 57 23 . Liberty Acorn Z Small Growth 19. 12 47.41 74 24 .23 6 32. 35 4 –7.45 86 20 .80 85 24 . Delaware Trend A Mid-cap Growth 19.11 74.49 8 22 .40 3 22 .37 20 –9.97 ... Z 21 . Van Kampen Large Growth 17.91 53 21 .34 76 34.73 41 103. 72 2 –11.36 36 – 32. 59 88 Emerging Growth A 22 . Longleaf Partners Mid-cap Value 21 . 02 42...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... worst return 2. 43 0 .25 2. 21 –8.80 3-Year best return 12. 74 17 .22 20 .54 27 .20 3-Year worst return 6.45 9 .28 10.03 9. 72 3-Year standard deviation 3 .22 % 6.84% 11. 32% 15.37% 5-Year standard deviation ... –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 return 9 .27 11.41 13 .27 15.53 11. 42...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... 1/79 Global FMI Focus –8.50 2. 53 23 .41 15 .27 27 .03 — Average High 32. 41 Small 5 Star Richard Lane growth 10/97 Growth Fund 27 .49 – 12. 28 7.49 –0.86 11.51 14. 02 Average High 22 .39 Large 5 Star Multiple ... –4.37 17 .25 12. 93 10.04 18 .28 — High High 25 . 12 Medium 5 Star Bob Olstein Financial value 9/95 Alert Royce Low- 2. 06 25 .07 23 .95 19.88 17.57 — Above High 26 .34 S...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... written 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 21 3 Chapter ... who understands and can work with your resources, goals, and value system. Make sure your coach is giving you effective, honest, and objective plays to run with. It s your team...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... (CFP): chemistry with, 3, 22 4 22 5 compensation structure, 21 6 22 0 defined, 22 1 educational background, 22 1 22 2 ethics, 22 2 fees, 22 3 22 4 functions of, generally, 59, 108, 136 honesty, 22 3 integrity, 22 3 licensure, ... 77 Fidelity funds, 139 Financial goals, commitment to, 21 Financial Network Investment Corporation, 22 0 Financial planners, see Certified Financial Plann...
Ngày tải lên: 14/08/2014, 02:20