The Large Cap Portfolio Web Site
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The Large Cap Portfolio Web Site
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Author : Thomas Villalta
language : en
Publisher: John Wiley & Sons
Release Date : 2012-05-22
The Large Cap Portfolio Web Site written by Thomas Villalta and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-05-22 with Business & Economics categories.
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
The Large Cap Portfolio
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Author : Thomas Villalta
language : en
Publisher: John Wiley & Sons
Release Date : 2012-04-12
The Large Cap Portfolio written by Thomas Villalta and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-04-12 with Business & Economics categories.
The practical guide to finding value and opportunity in large-cap stocks using investor behavior Large-Cap is an abbreviation of the term "large market capitalization" and refers to the stock of publicly traded companies with market capitalization values of roughly more than $10 billion, like Walmart, Microsoft, and Ford. Because of their size, the conventional view is that these companies do not present investors with an ability to be opportunistic. The Large-Cap Portfolio + Website argues that, contrary to popular perceptions, significant opportunities exist in these stocks. Written with a fluency that both the savvy amateur and professional investor will understand, the book fills a void in the market by offering the practitioner a methodology to identify and approach the major assumptions that underlie valuation, with an emphasis on issues that are more relevant to the analysis of large-cap stocks. Full of useful information on how to reap the rewards of stocks that most investors avoid Presents essential insights into understanding stock valuation Includes an actionable chapter devoted to portfolio management Packed with timely instruction, Large-Cap Portfolio gives readers invaluable insights and examples of how to build portfolios that will out-perform broad market benchmarks.
Caia Level I
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Author : CAIA Association
language : en
Publisher: Wiley
Release Date : 2012-04-03
Caia Level I written by CAIA Association and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-04-03 with Business & Economics categories.
The official study text for the Level I Chartered Alternative Investment Analyst (CAIA) exam The Chartered Alternative Investment Analyst (CAIA) designation is the financial industry's first and only globally recognized program that prepares professionals to deal with the ever-growing field of alternative investments. The second edition of CAIA Level I: An Introduction to Core Topics in Alternative Investments contains comprehensive insights on the alternative investment issues a potential Level I candidate would need to know about as they prepare for the exam. The information found here will help you build a solid foundation in alternative investment markets—with coverage of everything from the characteristics of various strategies within each alternative asset class to portfolio management concepts central to alternative investments. Uses investment analytics to examine each alternative asset class Examines quantitative techniques used by investment professionals Addresses the unique attributes associated with the alternative investment space Offers an online study guide outlining learning objectives and keywords This book is a must-have resource for anyone contemplating taking the CAIA Level I exam. So if you're ready to take your first step toward the CAIA charter, take the time to understand the insights offered here.
The Motley Fool Million Dollar Portfolio
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Author : David Gardner
language : en
Publisher: Harper Collins
Release Date : 2008-12-24
The Motley Fool Million Dollar Portfolio written by David Gardner and has been published by Harper Collins this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-12-24 with Business & Economics categories.
Build a powerful portfolio and outfox the professionals using a simple yet groundbreaking philosophy from two acclaimed stock pickers & Internet pioneers. A revolutionary and wildly successful one-of-a-kind Web experiment, the “Motley Fool Million Dollar Portfolio” enabled individual investors to follow as The Motley Fool cofounder Tom Gardner invested and managed one million dollars of The Motley Fool’s own money. Now, in page after page of sound, sensible investment advice, readers are offered a rare glimpse into the inner workings of The Motley Fool machine—and given a first-class education in building, growing, and defending an individual portfolio, one investment strategy at a time. From learning to think like an investor to finding a first stock, from dividend investing to blue-chip bargains to small-cap treasures, from international investing to community-based online tools that are revolutionizing stock selection and asset allocation, this book takes readers through the essential strategies for building any portfolio—no matter how small its start or how big its ambitions.
Robust Equity Portfolio Management Website
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Author : Woo Chang Kim
language : en
Publisher: John Wiley & Sons
Release Date : 2015-12-14
Robust Equity Portfolio Management Website written by Woo Chang Kim and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-14 with Business & Economics categories.
A comprehensive portfolio optimization guide, with provided MATLAB code Robust Equity Portfolio Management + Website offers the most comprehensive coverage available in this burgeoning field. Beginning with the fundamentals before moving into advanced techniques, this book provides useful coverage for both beginners and advanced readers. MATLAB code is provided to allow readers of all levels to begin implementing robust models immediately, with detailed explanations and applications in the equity market included to help you grasp the real-world use of each technique. The discussion includes the most up-to-date thinking and cutting-edge methods, including a much-needed alternative to the traditional Markowitz mean-variance model. Unparalleled in depth and breadth, this book is an invaluable reference for all risk managers, portfolio managers, and analysts. Portfolio construction models originating from the standard Markowitz mean-variance model have a high input sensitivity that threatens optimization, spawning a flurry of research into new analytic techniques. This book covers the latest developments along with the basics, to give you a truly comprehensive understanding backed by a robust, practical skill set. Get up to speed on the latest developments in portfolio optimization Implement robust models using provided MATLAB code Learn advanced optimization methods with equity portfolio applications Understand the formulations, performances, and properties of robust portfolios The Markowitz mean-variance model remains the standard framework for portfolio optimization, but the interest in—and need for—an alternative is rapidly increasing. Resolving the sensitivity issue and dramatically reducing portfolio risk is a major focus of today's portfolio manager. Robust Equity Portfolio Management + Website provides a viable alternative framework, and the hard skills to implement any optimization method.
The Small Cap Investor
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Author : Ian Wyatt
language : en
Publisher: John Wiley & Sons
Release Date : 2009-09-08
The Small Cap Investor written by Ian Wyatt and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-09-08 with Business & Economics categories.
Small-cap stocks, those publicly traded companies with market capitalizations less than $2 billion, can yield significant gains that are impossible to find in larger stocks. They've also proven to be among the most attractive investments after a financial downturn. Unfortunately, information about how to successfully invest in these smaller companies has been hard to find—until now. Author Ian Wyatt is dedicated to helping investors find great companies at bargain prices before Wall Street or Main Street catches on. As the Chief Investment Strategist of SmallCapInvestor.com, he's guided countless individuals in their quest to capture small-cap investing success. Now, with The Small-Cap Investor, Wyatt will help you do the same. Throughout the book, Wyatt clearly outlines his proven investment process and the systems that are involved—detailing eight straightforward steps you need to take to find, research, and analyze small-cap stocks that could put big gains in your portfolio. Page by page, he takes the time to explain the essential criteria involved in picking the right stocks and timing your buy/sell decisions. Topics touched upon include: Identifying growth trends and market sectors positioned for rapid growth in the years to come Secrets for finding undiscovered small caps before they are embraced by the financial media and institutional investors Understanding the fundamentals of a potential investment, including products, services, and management's ability to run the business Along the way, Wyatt not only shows you how to find winners, but also addresses how to avoid losers. This is particularly important for investors who have experienced losses in their portfolios, and are looking to grow their portfolios in the coming years. Many of today's top large-cap companies—from Microsoft to Wal-Mart—all started out small and grew to become dominant forces in their respective industries. Investors who bought these great companies early on profited handsomely. By following Wyatt's guidance, and understanding his strategies for finding winners, you'll have a huge edge over other investors and be in a better position to profit from the exponential growth of the right small-cap companies.
Alts Democratized Website
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Author : Jessica Lynn Rabe
language : en
Publisher: John Wiley & Sons
Release Date : 2014-12-31
Alts Democratized Website written by Jessica Lynn Rabe and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-12-31 with Business & Economics categories.
A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency. Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations. In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices. The companion website provides ancillary materials that reinforce and supplement the book, including: The authors’ top ten takeaways Classification cheat sheet Portfolio construction guide (full color) Talking points for clients Q&A on liquid alts Presentation with all 118 exhibits from the book (full color) Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
The Complete Guide To Investing In Index Funds
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Author : Craig W. Baird
language : en
Publisher: Atlantic Publishing Company
Release Date : 2009
The Complete Guide To Investing In Index Funds written by Craig W. Baird and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
Long kept a secret by financial insiders, index funds are rapidly growing in popularity. Index funds are unit trusts that track the performance of an index. An investor can buy shares comprising the index or buy a sample of shares that make up the index. A fund's value is linked to the index, meaning that if the index rises, the value of the fund also rises. Index funds outperform 80 percent of managed funds, and more and more investors are turning to these funds to reduce the anxiety and expense of trying to beat the market and predict what stocks, bonds, or mutual funds will perform well. In this book you will find out why insiders have kept these funds a secret and how you can benefit from them. In this new, comprehensive book, you will learn the different indexing methods, including traditional indexing, synthetic indexing, and enhanced indexing, and you will learn the advantages of index funds, among them low costs, simplicity, and lower turnovers. You will read about diversification, asset allocation, capital gains tax considerations, enhanced index funds, and the common mistakes investors make with index funds. Furthermore, you will learn how to achieve balance, how individual funds perform, how to use exchange traded funds for effective asset allocation, how to choose the right fund, how to develop a portfolio, how to gauge portfolio risk, and how to determine your risk capacity. We will provide you with a list of funds, specific strategies, and step-by-step guidance on active indexing. We will explain the efficiency of indexing, the flexibility of active portfolio management strategies, and the benefits of index funds compared to traditional mutual funds. Whether you are a first time investor or a stock market pro, you will discover valuable information about how index funds work, what factors to consider before investing, and how to avoid common pitfalls. By reading The Complete Guide to Investing in Index Funds you will ultimately learn how to maximize your return while minimizing your risk. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Index Funds
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Author : Mark T. Hebner
language : en
Publisher: IFA Publishing, Inc.
Release Date : 2007
Index Funds written by Mark T. Hebner and has been published by IFA Publishing, Inc. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business & Economics categories.
The financial services industry has a dark secret, one that costs global investors about $2.5 trillion per year. This secret quietly drains the investment portfolios and retirement accounts of almost every investor. In 1900, French mathematician, Louis Bachelier, unsuspectingly revealed this disturbing fact to the world. Since then, hundreds of academic studies have supported Bachelier's findings. This book offers overwhelming proof of this, and shows investors how to obtain their optimal rate of return by matching their risk capacity to an appropriate risk exposure. A globally diversified portfolio of index funds is the optimal way to accomplish this. Index Funds is the treatment of choice for wayward investors. Below market returns in investment portfolios and pension accounts are the result of investors gambling with their hard earned money. This 12-Step Program will put active investors on the road to recovery. Each step is designed to bring investors closer to embracing a prudent and sound strategy of buying, holding, and rebalancing an index portfolio.
The Mutual Funds Book
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Author : Alan Northcott
language : en
Publisher: Atlantic Publishing Company
Release Date : 2009
The Mutual Funds Book written by Alan Northcott and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and meet other financial goals. Mutual funds can offer the advantages of diversification and professional management. It pays to understand both the upside and the downside of mutual fund investing and how to choose products that match your goals and tolerance for risk. As with other investment choices, investing in mutual funds involves risk, fees, and taxes. This book explains the basics of mutual fund investing how mutual funds work, what factors to consider before investing, and how to avoid common pitfalls. Mutual funds are not guaranteed or insured by the FDIC or any other government agency. Even if you buy through a bank, and the fund carries the bank's name you can lose money investing in mutual funds. In addition, there are more than 10,000 mutual funds to choose from. Why should you consider investing in a mutual fund? One reason is simply the high potential returns. Many funds have earnings in the triple digits. This all sounds great, but what is the catch? There really is none, except you must know what you are doing! This book will provide everything you need to know to get you started generating high investment returns with low risk from start to finish. You will learn what mutual funds are, the various types and advantages of each, how to evaluate their risk against other types of investments, how to and how not to invest in them, how to allocate your assets, how to set up your account online, how to choose when to sell, and how to cash them in. You will pick up the language of mutual fund investing and what the lingo means to you: net asset value, load versus no load, turnover, expenses and total expense ratios, capitalization, share classes, growth versus value, dollar cost averaging and many more. We have also included a history of mutual funds (including their scandals), and we have disclosed the mysteries of documents you will encounter in mutual fund investing, such as their ratings, share classes, fees, annual reports, and indexes. We show you how to compare your fund to the competition, how to compare it to other types of investments, and how to compare various funds on an after-tax basis. We make it easy for you to grasp strategies for expanding your investments into different market sectors and among various classes of stocks, such as small and micro-cap stocks, mid cap and large cap companies, defensive stocks, and mixtures of stock types. You will develop your own expertise in reading the economy both nationally and globally, handling taxes, devising investment tactics for portfolio allocation whether interest rates are rising or falling, with down-to-earth instructions to help you bring in a high and steady income, all the while evading losses and downfalls. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.