GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
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
... 11.7
19 38 –6.3 1974 8. 3
1939 6.9 1975 8. 9
1940 10.1 1976 11.5
1941 25.0 1977 11.4
1942 27.7 19 78 13.0
1943 22.7 1979 11 .8
1944 10.7 1 980 8. 9
1945 1.5 1 981 12.0
1946 –0.3 1 982 4.1
1947 10.0 1 983 8. 5
19 48 ... percent chance at 10$ or an 80 percent chance
at $8? Although most people would pick an 80 percent chance at $8, that’s
not how they invest. They don’t pay attent...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... $1,5 38. 62 $2,367.36 $3,642. 48 $5,604.41 $8, 623. 08 $13,267. 68
10% $1,610.51 $2,593.74 $4,177.25 $6,727.50 $10 ,83 4.71 $17,449.40
11% $1, 685 .06 $2 ,83 9.42 $4, 784 .59 $8, 062.31 $13, 585 .46 $22 ,89 2.30 ... $4,321.94
6% $1,3 38. 23 $1,790 .85 $2,396.56 $3,207.14 $4,291 .87 $5,743.49
7% $1,402.55 $1,967.15 $2,759.03 $3 ,86 9. 68 $5,427.43 $7,612.26
8% $1,469.33 $2,1 58. 92 $3...
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
... 32 18. 18
34 8. 99 8 36 .89 35
10. Heartland Value Small Value 19.76
49.35 8 42. 48 1 18. 77
47 1.71 28 29 .80 19
11. Weitz Partners Value Mid-cap Value 19.73
28. 00 52 15.14 43 23.03
25 8. 97 85 38. 66 ... 94
19.23 48 11.17 22 40 .87
61 16 .80 10 24.17 3
Cap Growth
9. Federated Mid-cap Growth 20.92 28
12.56 79 0.72 88 26.01
82 10 .86 18 7 .85 2
Kaufmann K
10. Heartland Value...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... (bull
or bear) it favors. It s important to be aware that these periods are
determined on what is called a rolling basis. That means it com-
pares many more 12-month periods than it would if it were ... related to qualitative matters such as a manager’s philoso-
phy may require a little more legwork. It starts with a call to the fund
company. Most funds have an 80 0 telephone nu...
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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... from the Financial Planning Association, 80 0-647-
6340. To order a financial planning resource kit, call 88 8-237-6275.
I believe one of the best ways to achieve your investing goal and
control ... man-
agers. Our selection process looks at both quantitative and qualitative is-
sues. We consider historical individual fund and portfolio performances
and keep abreast of manager styles on a...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... 107, 186 – 188
Oakmark Select Fund, 107, 186 – 187
Offense strategy, 2, 6, 11, 60, 90, 115,
119
Olstein, Robert (Bob), 68, 81 , 1 38,
181 – 184
Olstein Financial Alert fund, 68, 1 38,
147, 181 , 183
Opportunistic ... 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 de...