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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

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 1 pptx

... 10: Write It Up!) 21 2Step 10, Write It Up!: Summing Up 21 311SOS! Finding an Advisor 21 5Objectivity and Compensation Structure 21 7Professional Skills 22 0Honesty and Integrity 22 3Cost 22 3Chemistry ... how to seek out and size up financial advisors.Why You Need a Game Plan 11 GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It Vern C. Hayden, CFPwith Maura Webberand Jamie HellerJohn ... visit our web site at www.wiley.com.Library of Congress Cataloging-in-Publication Data:Hayden, Vern. Getting an investing game plan : creating it, working it, winning it / Vern C. Hayden withMaura...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf

... stand by it. 26 Step 1: Get the Game Plan Mind-SetTable 1.4 Onetime Outstanding Performers: Annual Returns1998 1999 20 00 20 01Alliance Tech Class A 63% 72% 25 % 26 %PBHG Tech & Comm. 26 ... through September 30, 20 02, SoGen’s annual returnof 7 .29 percent is significantly better than Hancock Tech’s 14.6 percentloss. Over 10 years through September 30, 20 02, the compound annualreturns ... 26 %PBHG Tech & Comm. 26 24 4 –44 – 52 Pimco Innovation 79 139 29 –45Munder Net Net 98 176 –54 –48Firsthand Tech Value 24 190 –10 –44VanWagoner Tech 85 22 4 2862 Source: Morningstar.tual...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf

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 Life13% 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 Life11% 10 10 11 12 12 14 16 17 20 25 Life Life Life ... $6,848.48 $10,0 62. 66 9% $1,538. 62 $2, 367.36 $3,6 42. 48 $5,604.41 $8, 623 .08 $13 ,26 7.68 10% $1,610.51 $2, 593.74 $4,177 .25 $6, 727 .50 $10,834.71 $17,449.40 11% $1,685.06 $2, 839. 42 $4,784.59 $8,0 62. 31 $13,585.46...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 4 pdf

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 thebond-issuing entity and its ability to pay ... brain canlead to mediocre performance and unnecessary losses. That is exactlywhat happened with the S&P 500 fund and with tech in 20 00, 20 01,and most of 20 02. My approach is that if I can ... 8.4% 14.0% 32. 2% –0.43% 6.0% NAVanguard 33 .2% 28 .6% 21 .1% –9.1% – 12. 0% 23 .6% 0.45% 10.1%S&P 500Source: Morningstar. One-, five-, and ten-year returns are through July 31, 20 02, unless notavailable...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps

... patience for it, andmany investors don’t, you can end up worse off by trying it, bagging theplan, 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 researchyourself, you may well want to tweak ... which you can’t affordsome upside risk. Any age can warrant an investing offense and an invest-ing defense.on a kickoff. But generally that is their special role on the team and theydo little...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx

... 19.1439.17 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. 354 –7.45 86 20 .80 85 24 . Delaware Trend A Mid-cap Growth 19.1174.49 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 88EmergingGrowth A 22 . Longleaf Partners Mid-cap Value 21 . 02 42 28 .25 31 14 .28 7 2. 1961 20 .60 40 10.35 36 23 . ... 20 .1540.80 52 4. 72 90 11. 12 80 2. 68 29 40. 42 98. Wasatch Small Cap Small Growth 20 .0050. 42 57 4.73 81 22 .49 27 5.50 17 28 . 12 68Growth9. Federated Kaufmann K Mid-cap Growth 19.7779.43 4 11. 32 32 18.1834...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt

... worst return 2. 43 0 .25 2. 21 –8.803-Year best return 12. 74 17 .22 20 .54 27 .20 3-Year worst return6.45 9 .28 10.039. 72 3-Year standard deviation 3 .22 % 6.84% 11. 32% 15.37%5-Year standard deviation ... –3.87–17.98 – 32. 283-Year return9. 12 10.1710.039. 72 –9.17 –18.335-Year return8.81 11 .26 13 .26 14.593.660 .29 10-Year return9 .27 11.4113 .27 15.5311. 42 10.011-Year best return17.40% 23 .35% ... (bullor bear) it favors. It s important to be aware that these periods aredetermined on what is called a rolling basis. That means it com-pares many more 12- month periods than it would if it were...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps

... 1/79GlobalFMI Focus –8.50 2. 53 23 .41 15 .27 27 .03 — Average High 32. 41 Small5 Star Richard Lanegrowth10/97Growth Fund 27 .49 – 12. 28 7.49 –0.8611.51 14. 02 Average High 22 .39 Large5 Star Multiple ... –4.37 17 .25 12. 93 10.0418 .28 — High High 25 . 12 Medium5 Star Bob Olstein Financialvalue9/95AlertRoyce Low- 2. 06 25 .07 23 .95 19.8817.57 — Above High 26 .34 Small 5 Star George WhitneyPrice ... opportunities to speak with management that many otherfund managers seek. “I’d rather spend the night with an annual reportlooking at what they’re doing than going out and talking to them and in-terpreting...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc

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—andonly—route to winning it. Step 10, Write It Up!: Summing Up 21 3Chapter ... 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 and your game. Tip:Shop ... both quantitative and qualitative is-sues. We consider historical individual fund and portfolio performancesand keep abreast of manager styles on an ongoing basis.Selecting Investments 20 9Table...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot

GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot

... (CFP):chemistry with, 3, 22 4 22 5compensation structure, 21 6 22 0defined, 22 1educational background, 22 1 22 2ethics, 22 2fees, 22 3 22 4 functions of, generally, 59, 108, 136honesty, 22 3integrity, 22 3licensure, ... 77Fidelity funds, 139Financial goals, commitment to, 21 Financial Network InvestmentCorporation, 22 0Financial planners, see Certified FinancialPlanner (CFP)fee-only, 22 3 22 4functions of, 22 0 22 1Financial ... 136honesty, 22 3integrity, 22 3licensure, 22 1 22 2objectivity, 21 6 22 0professional skills, 22 0 22 3referrals, 21 7selection factors, overview, 21 6 22 6CGM Capital Development, 97Checklists, in...
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