GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
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 ... visit our web site at www.wiley.com. Library of Congress Cataloging-in-Publication Data: Hayden, Vern. Getting an investing game plan : creating it, workin...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... 1 930 –2001—Annual Percentage Change from Preceding Year Year Change Year Change 1 930 –12.0 1966 9.6 1 931 –16.1 1967 5.7 1 932 – 23. 2 1968 9 .3 1 933 –4.0 1969 8.1 1 934 16.9 1970 5.5 1 935 11.0 1971 8.6 1 936 ... with it, and you’ll have faith that it will be worth the risk. 30 Step 2: Know Your Risk Tolerance Commitment 19 Table 1.1 Gross Domestic Product: U.S. Gross Domestic Prod...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... $2,6 53. 30 $3, 386 .35 $4 ,32 1.94 6% $1 ,33 8. 23 $1,790.85 $2 ,39 6.56 $3, 207.14 $4,291.87 $5,7 43. 49 7% $1,402.55 $1,967.15 $2,759. 03 $3, 869.68 $5,427. 43 $7,612.26 8% $1,469 .33 $2,158.92 $3, 172.17 $4,660.96 ... $1, 538 .62 $2 ,36 7 .36 $3, 642.48 $5,604.41 $8,6 23. 08 $ 13, 267.68 10% $1,610.51 $2,5 93. 74 $4,177.25 $6,727.50 $10, 834 .71 $17,449.40 11% $1,685.06 $2, 839 .4...
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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 ... your game plan, then at least some of your invest- ments should be active funds. If instead you’re doing it yourself and want to minimize the time and energy it takes to manage your ga...
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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 ... which you can’t afford some 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 they d...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... 12 32 .28 7 22. 03 20 3. 41 21 21.27 68 Company 16. Spectra N Large Growth 19.40 57 .35 23 8 .37 30 27.67 2 3. 65 9 47.71 3 17. Mairs & Power Growth Large Blend 19 .35 42.09 10 7.87 41 12. 83 30 ... % Rank Return % Rank Return % Rank Return % Rank Return % Rank Return % Rank 1. FPA Capital Small Value 37 .76% 8 17.70% 98 –0.42% 17 14.24% 20 3. 08% 97 38 . 13% 3 2. Calamos Mi...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... 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. 73 7.78 12 .33 16.68 Bull market: January 1991 to March ... 500 Nasdaq 3- Month 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-Y...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... opportunities to speak with management that many other fund managers seek. “I’d rather spend the night with an annual report looking at what they’re doing than going out and talking to them and in- terpreting ... qualities that are not quantifiable, such as an honest cor- porate culture and candid management. “When I find there’s a reluc- tance to answer questions that are reasonable and I...
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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 2 13 Chapter ... 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 formali...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... of Returns, analysis of, 2, 33 , 156 Risk, generally: analysis, 2, 33 , 156 credit, 83 emotional, 94 extreme, 33 34 , 93 gap analysis, 31 investment, 68–69 market, 68 moderate, 94 planning, 31 32 profile, ... 159 fund selection and, 140–142 game plan and, 205–206 gap analysis, 31 no-risk stash, 31 32 psychological, 49, 52 significance of, 11, 29 30 , 34 36 , 41–42 Rodriguez,...
Ngày tải lên: 14/08/2014, 02:20