GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
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
... 14.2 197 2 9. 9 193 7 9. 7 197 3 11.7 193 8 –6.3 197 4 8.3 193 9 6 .9 197 5 8 .9 194 0 10.1 197 6 11.5 194 1 25.0 197 7 11.4 194 2 27.7 197 8 13.0 194 3 22.7 197 9 11.8 194 4 10.7 198 0 8 .9 194 5 1.5 198 1 12.0 194 6 ... –0.3 198 2 4.1 194 7 10.0 198 3 8.5 194 8 10.3 198 4 11.3 194 9 –0.7 198 5 7.1 195 0 10.0 198 6 5.7 195 1 15.4 198 7 6.5 195 2 5.6 198 8 7.7 195 3 5 .9...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... double-digit re- turns—37 percent in 199 5, 23 percent in 199 6. Looked good to you, so you invested, too. Here are the returns on that invest- ment for the next five years: 199 7 199 8 199 9 2000 2001 33.2% ... $2,8 39. 42 $4,784. 59 $8,062.31 $13,585.46 $22, 892 .30 12% $1,762.34 $3,105.85 $5,473.57 $9, 646. 29 $17,000.06 $ 29, 9 59. 92 enough money to build a nest egg that will allow th...
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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 ... 4.4 A Little Less Risk, Thank You 1-Year 5-Year 10-Year 199 7 199 8 199 9 2000 2001 Return Return Return Capital 23.3% 11.8% –2.8% 12.5% 4.7% –0.06% 6.4% 10.3% Income Builder Delafield 19. 7...
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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
... (Continued) 199 6 199 7 199 8 199 9 2000 2001 Fund Name Category Return % 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 ... Diversified and World Stock Funds by A verage Annual Return over 11 Years through December 31, 2001 Average Annual Return over 199 1 199 2 199 3 199 4 199 5 Fund Name Category 1...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... 199 8 –7.78 1 Year Best April 199 7 through March 199 8 23.35 Worst February 199 4 through January 199 5 0.25 3 Years Best April 199 5 through March 199 8 17.22 Worst September 199 3 through August 199 6 ... of Times—Moderate Portfolio 3 Months Best September 199 8 through November 199 8 13.44% Worst June 199 8 through August 199 8 –11.00 1 Year Best April 199 7 through March 199 8 31.16 Wors...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... since 198 1 and has been managing money since 199 6. He was tapped to manage the Oakmark fund after his predecessor Robert Sanborn stumbled in 199 8 and 199 9. (Bill cut his teeth managing another ... February 199 4 through January 199 5 –0.46 3 Years Best January 199 5 through December 199 7 12.74 Worst August 199 7 through July 2000 6.45 Source: Morningstar. Multiyear data provided are ave...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... both quantitative and qualitative is- sues. We consider historical individual fund and portfolio performances and keep abreast of manager styles on an ongoing basis. Selecting Investments 2 09 Table ... Pick it and stick with it! 196 Step 9: How Ya Doin’? Table 9. 1 Quarterly Performance Report Beginning Portfolio Value on March 31, 2002 $____________________ Additions $____________...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... investments, 1 19 121 plan, 90 rebalancing, 198 – 199 , 211–212 static, 95 97 stocks, generally, 97 in written game plan, 207–2 09 Asset classes, 64, 75–77, 95 , 199 Asset mix, 91 Back-end loads, 145 Bankruptcy, ... 135 moderate model, 92 , 99 –100, 104–105, 1 09 110, 160–164 offense/defense balance, 90 , 115, 1 19 sample portfolios, 91 95 rebalancing, 198 – 199 , 211–212...
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