Preface Publisher's acknowledgements Author's acnowledgements Foreword Introduction I.1 What should I do with my money? I.2 Ten eye-openers to get you thinking. I.3 How this book will help you I.4 How this book works I.5 A few points to notes Part 1: Smarter investing basics Chapter 1: Simplifying the confusion 1.1 Choices, choices, choices 1.2 How did we get here? 1.3 Battling for investors' money 1.4 Reducing confusion and complexity Chapter 2: Covering the basics 2.1 What is smarter investing? 2.2 Ten points of focus for smarter investors 2.3 The two distinct phases of investing 2.4 There are no perfect answers 2.5 Summary: smarter investing basics Chapter 3: It only takes a minute 3.1 Twenty tips for smarter investing Part 2: Smarter thinking Chapter 4: Get smart - find your philosophy 4.1 Without a smart investment philosophy you are lost 4.2 The foundations of your philosophy 4.3 The path to establishing your philosophy 4.4 Can active managers beat the markets after costs? 4.5 Do a few managers outperform consistently? 4.6 Can you identify them in advance? 4.7 Leading active managers endorse index investing 4.8 Summarising what you now know 4.9 In conclusion 4.10 A personal philosophy 4.11 Your investment philosophy rules Anthony Bolton The exception that proves the rule Chapter 5: Get smart - have a word with yourself 5.1 You are your own worst enemy 5.2 Challenges to decision-making 5.3 Thirteen questions for you to answer unlucky for some? 5.4 Ms. Rational versus Mr. Irrational 5.5 Wise words to leave you with 5.6 Behavioural rules and tips Part 3: Building smarter portfolios Chapter 6: Sorting out your goals 6.1 Well thought-out goals underpin success 6.2 Five steps in defining your goals 6.3 The nitty-gritty of basic financial survival goals 6.4 A working example 6.5 Useful calculations 6.6 Summary: investment goals Chapter 7: Building a smart but simple portfolio 7.1 Choices, choices 7.2 The two key steps to building a portfolio 7.3 Understanding return and risk 7.4 Step 1: Picking a spot on the risk/return spectrum Chapter 8: Equity and bond building blocks in brief 8.1 Equities in brief 8.2 Bonds in brief 8.3 Why use high-quality domestic bonds as market trauma protection? 8.4 By and large bonds help dampen market trauma 8.5 Summary: rationale for owning some bonds Chapter 9. Getting your equity/bond mix right 9.1 Focus on your end goal, not bumps in the road 9.2 Rules of thumb to decide your mix 9.3 Making an informed choice 9.4 A thirty-year investment horizon 9.5 A twenty-year investment horizon 9.6 A ten-year horizon 9.7 A five-year horizon 9.8 A lifecycle' approach to investing 9.9 Drawing an income from your portfolio 9.10 Finally, wise words from a highly respected investor 9.11 Summary: getting the mix right Chapter 10: A portfolio for all seasons 10.1 Creating a diverse portfolio 10.2 A free lunch from Harry Markovitz 10.3 A practical framework for adding building blocks 10.4 A paragraph on each 10.5 Simple rules for constructing a portfolio 10.6 Possible portfolios 10.7 Summary of the portfolio construction process Chapter 11. Fancy tools - getting technical 11.1 Using optimisation to define efficient' portfolios 11.2 Using probability-based models 11.3 Summary: getting technical Part 4: Smarter implementation Chapter 12. Six steps to a smarter portfolio 12.1 Step 1: Choosing your market benchmarks 12.2 Step 2: Decide on whether to go index or active 12.3 Step 3: Funds, separately managed accounts or brokers? 12.4 Step 4: Selecting the best index funds 12.5 Step 5: Administering your investments 12.6 Step 6: Portfolio maintenance 12.7 Market valuation levels and lump sum investing 12.8 Tip 1: Selecting the best active managers 12.9 Tip 2: Where to find information on indices 12.10 Tip 3: Where to find useful information on funds 12.11 Tip 4: Don't forget about tax 12.12 Ten tips for smarter practical investing Chapter 13: Costs what a drag 13.1 Why do we throw our money away? 13.2 More than just management fees 13.3 Summary: costs what a drag Chapter 14. Standing firm on index funds 14.1 Common arguments used to put down index funds 14.2 Bond investing: active or index? 14.3 Summary: the active versus index debate Part 5: Smarter building block insights Chapter 15: The thrills and spills of equities 15.1 Why the thrills and spills? 15.2 The thrills of equity investing 15.3 The spills of equity investing 15.4 What about future equity returns? 15.5 Summary: the thrills and spills of equities Chapter 16. The ins and outs of bonds 16.1 The ins and outs of bonds 16.2 Taking a closer look at bond returns 16.3 Bond markets crash too! 16.4 The outlook for bond returns 16.5 Summary: bonds Chapter 17: Spotlight on return smoothers 17.1 Index-linked gilts a.k.a. linkers' 17.2 Property the misunderstood asset class 17.3 Hedge funds are they all they are cracked up to be? 17.4 Commodities 17.5 International equities Chapter 18: Spotlight on return enhancers 18.1 Smaller companies higher returns? 18.2 Value and growth: what's that all about? 18.3 Emerging market equities make sense in theory Conclusion Bibliography Websites Insightful books Data-oriented books Asset allocation software Additional sources Index
موضوع (اسم عام یاعبارت اسمی عام)
موضوع مستند نشده
Investments.
نام شخص به منزله سر شناسه - (مسئولیت معنوی درجه اول )