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

[...]... Style Game 10 4 Special Teams 11 2 Step 5, Get an Offense and a Defense: Summing Up 11 5 6 Step 6: Pick the Players 11 7 How Many Funds Are Enough? 11 9 What Is the Fund’s Track Record? 12 0 Deciding Which Funds to Buy and Hold 13 1 And Knowing When to Fold 13 2 How to Be a Star: Using Morningstar’s Rating System Who Manages the Fund? 13 7 What’ll It Cost You? Risks and Fees 14 0 Which Stocks Is My Manager... Bill Nygren 18 6 Jean-Marie Eveillard 18 8 Step 8, Get to Know the Players: Summing Up 9 xiii 19 0 Step 9: How Ya Doin’? 19 1 Getting the Routine Down: Tactical Assessments Strategic Reviews 19 6 Time Out to Consider Rebalancing 19 8 Just Do It! 200 Step 9, How Ya Doin’?: Summing Up 2 01 193 10 Step 10 : Write It Up! 203 Investing Game Plan for Mr Robert Smith 204 Purpose (Step 1: Get the Game Plan Mind-Set)... Buying? 14 6 Getting the Facts and More 14 7 Step 6, Pick the Players: Summing Up 14 8 7 Step 7: Know Your Team Running the Data 15 2 Conservative Portfolio 15 5 Moderate Portfolio 16 0 Aggressive Portfolio 16 4 Bunker Portfolio 16 8 Step 7, Know Your Team: Summing Up 8 Step 8: Get to Know the Players Rick Lane Bill Gross 17 5 17 8 13 6 15 1 17 2 17 5 Contents Bob Rodriguez 17 9 Bob Olstein 18 1 Bill Fries 18 4 Bill... Hayden Playbook 1 Introduction: Why You Need a Game Plan 5 The Big Picture 1 12 Step 1: Get the Game Plan Mind-Set—Commitment, Consistency, Courage Commitment 16 Consistency 21 Courage 23 Step 1, Get the Game Plan Mind-Set: Summing Up 2 28 Step 2: Know Your Risk Tolerance The Guesswork of Risk 30 The No-Risk Stash 31 Reasonable versus Extreme Risk 32 Risk Tolerance: The Risk That You Can’t Handle the Risk... (Step 10 : Write It Up!) 212 Step 10 , Write It Up!: Summing Up 213 11 SOS! Finding an Advisor Objectivity and Compensation Structure Professional Skills 220 Honesty and Integrity 223 Cost 223 Chemistry 224 SOS!: Summing Up Epilogue Notes Index 215 217 225 227 229 2 31 The Hayden Playbook These 10 investing principles are integral components of the steps outlined in this book Use these plays and you’ll be... research When I manage money, I’m not just focusing on numbers Neither is any other Certified Financial Planner or Why You Need a Game Plan 11 advisor who is worth their salt I see money and the people who own it as intrinsically connected It s up to me to synthesize an individual’s goals, risk tolerance, and his or her money into a workable investment game plan As a Certified Financial Planner, I’ve been... money, not losing it It is the early money you invest that compounds and grows the most dramatically over time At the other extreme, there is no set age at which you can’t afford some upside risk Any age can warrant an investing offense and an investing defense 5 Plan short term for the long term The financial planning profession loves a 30-year plan But the prospect can be so daunting that it prompts people... untested hypotheses here, just tried-and-true experience Through my experience, I’ve framed a 10 -step approach to getting an investing game plan, with the steps grouped in three parts: Invest in Yourself 1 Get the game plan mind-set”—commitment, consistency, courage 2 Know your risk tolerance 3 Know your goals Create a Game Plan 4 5 6 7 8 Get the fund fever Get an offense and a defense Pick the players... a game plan is the common denominator of investors’ woes After the grim markets of 2000 and 20 01 and 2002, many investors sense the need for a game plan But they don’t know quite how to go about getting one That’s where I believe I can help As a Certified Financial Planner in private practice with more than three decades of experience, I’ve helped hundreds of real people meet their 8 Why You Need a Game. .. Volatility and Your Game Plan (Step 2: Know Your Risk Tolerance) 205 Your Goal and Personal Benchmark (Step 3: Know Your Goals) 206 Portfolio Theory (Step 4: Get the Fund Fever) 206 Your Allocation (Step 5: Get an Offense and a Defense) 207 Selecting Investments (Steps 6 to 8: Pick and Know Your Players and Team) 209 Periodic Adjustments: (Step 9: How Ya Doin’?) 210 The Investing Game Plan (Step 10 : Write . Doin’?: Summing Up 2 01 10 Step 10 : Write It Up! 203 Investing Game Plan for Mr. Robert Smith 204 Purpose (Step 1: Get the Game Plan Mind-Set) 204 Market Volatility and Your Game Plan (Step 2: Know. 8: Pick and Know Your Players and Team) 209 Periodic Adjustments: (Step 9: How Ya Doin’?) 210 The Investing Game Plan (Step 10 : Write It Up!) 212 Step 10 , Write It Up!: Summing Up 213 11 SOS!. 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 with Maura