GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... 1 971 8.6
1936 14.2 1 972 9.9
19 37 9 .7 1 973 11 .7
1938 –6.3 1 974 8.3
1939 6.9 1 975 8.9
1940 10.1 1 976 11.5
1941 25.0 1 977 11.4
1942 27. 7 1 978 13.0
1943 22 .7 1 979 11.8
1944 10 .7 1980 8.9
1945 1.5 ... into building an
estate, and you need to do some planning to protect and distrib-
ute it. Estate planning is all about who you want to get what and
when, and how you can avoid...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... Years
5% $1, 276 .28 $1,628.89 $2, 078 .93 $2,653.30 $3,386.35 $4,321.94
6% $1,338.23 $1 ,79 0.85 $2,396.56 $3,2 07. 14 $4,291. 87 $5 ,74 3.49
7% $1,402.55 $1,9 67. 15 $2 ,75 9.03 $3,869.68 $5,4 27. 43 $7, 612.26 ... $1,469.33 $2,158.92 $3, 172 . 17 $4,660.96 $6,848.48 $10,062.66
9% $1,538.62 $2,3 67. 36 $3,642.48 $5,604.41 $8,623.08 $13,2 67. 68
10% $1,610.51 $2,593 .74 $4, 177 .25 $6...
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 ... credit risk measures the likelihood that the com-
pany will be able to pay off its loan to you. Credit-rating companies
(Moody’s Investors Service and Standard & Poor’s) analyze companies...
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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... 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 5.66 4 47. 70 1
18. Merrill ... 44
24.62 58 47. 96 11 72 .01
8 –32.45 98 – 17. 49 29
17. Mairs & Power Large Blend 27. 76
7 28. 67 49 9.36 92 7. 17
92 26. 47 1 6.48 2
Growth
18. Merrill Lynch Small B...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... –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 return
9. 27 11.41
13. 27 15.53
11.42 10.01
1-Year ... are working with an advisor who charges an annual fee based on a
percentage of your assets an advisor like myself.
What’ll It Cost You? Risks...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... now have a com-
mitment to an investing game plan. You are consistently making the right
191
So I created a safer portfolio. (See Tables 7. 17 and 7. 18.) What did it
entail? It ratcheted up the ... 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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... original 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 formalize the process and act ... term. This 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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... helping yourself financially. It requires self-
respect to understand that you deserve a game plan and the fi-
nancial stability and wealth that it can foster. In developing a
game plan, you’ve employed ... 108–109
diversification, 71
dividend reinvestment, 70
downside of, 72 75
expense ratio, 72 , 142–145
fees, 142–143, 145–146
information resources, 70 , 136–1 37,
1 47 148, 17...
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