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CITATION

Lim, Paul. Investing DeMYSTiFieD, Second Edition. US: McGraw-Hill, 2010.

Investing DeMYSTiFieD, Second Edition

Authors: Paul Lim

Published:  November 2010

eISBN: 9780071751001 0071751009 | ISBN: 9780071749121
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  • Contents
  • Introduction
  • Part I: Getting Ready
  • Chapter 1 Why We Invest
  • Why Are We Investing?
  • Why We Can’t Afford Not to Invest
  • Investor, Educate Thyself
  • But What Does It Mean to Invest?
  • What Investing Isn’t
  • Quiz
  • Chapter 2 Before You Get Started . . .
  • How Much Should You Invest?
  • Set Your Investing Goals
  • Quiz
  • Chapter 3 Demystifying the Language of Investing
  • Educational Web Sites
  • Demystifying Stock Lingo
  • Demystifying Bond Lingo
  • Demystifying Other Terms
  • Final Thoughts
  • Quiz
  • Chapter 4 What Kind of Investor Are You?
  • Deciding Who You Are
  • Be True to Yourself
  • Do-It-Yourself versus Using an Advisor
  • Value versus Growth
  • Active versus Passive
  • Buy and Hold versus Pick and Roll
  • Fundamental versus Technical
  • Final Thoughts
  • Quiz
  • Part II: Your Assets
  • Chapter 5 Demystifying Stocks
  • The Stock Market
  • Stock Returns
  • Compounding Stock Gains
  • Stock Risks
  • Market Risk
  • Stock-Specific Risk
  • Risk of Not Being in the Market
  • Stocks as an Inflation Hedge
  • Choice of Stocks
  • Access to Foreign Markets
  • What You Need to Know Before Getting Started
  • Final Thoughts
  • Quiz
  • Chapter 6 Demystifying Bonds
  • Why Invest in Bonds?
  • Bonds for Ballast
  • Bonds for Diversification
  • Bonds for Income
  • What You Need to Know About Bonds
  • Bonds Risk
  • Types of Bonds
  • Quiz
  • Chapter 7 Demystifying Cash
  • Saving versus Investing
  • How Investors Use Cash
  • Capital Preservation
  • Short-Term Parking
  • Funding Source for New Ideas
  • Types of Cash Accounts
  • Quiz
  • Chapter 8 Demystifying Mutual Funds I
  • What a Mutual Fund Is Not
  • Fund Investors
  • Types of Funds
  • Final Thoughts
  • Quiz
  • Chapter 9 Demystifying Mutual Funds II
  • Net Asset Value or NAV
  • No-Load Funds
  • Loads
  • Expense Ratios
  • Hidden Expenses
  • 12b-1 Fees
  • Fund Turnover
  • Minimum Initial Investment
  • Manager Tenure
  • Mutual Fund Advantages
  • Mutual Fund Disadvantages
  • Final Thoughts
  • Quiz
  • Chapter 10 Demystifying Other Assets
  • Real Estate
  • Advantages to Real Estate
  • Disadvantages to Real Estate
  • Real Estate Investment Trusts
  • Commodities
  • Precious Metals
  • Basic Materials
  • Unmutual Funds
  • Closed-End Mutual Funds
  • Quiz
  • Part III: Selecting Your Assets
  • Chapter 11 Demystifying Stock Selection
  • Stock Research Resources
  • Profitability Measures
  • Stock Valuation Measures
  • Quiz
  • Chapter 12 Demystifying Bond Selection
  • Bond Funds
  • Individual Bonds
  • Focus on Financial Health
  • Concentrate on Total Returns
  • Quiz
  • Chapter 13 Demystifying Mutual Fund Selection
  • Stock Fund Categories
  • Measuring Fund Performance
  • First Core, Then Explore
  • Simplifying Your Fund Strategy
  • Financial Service Providers
  • Where to Find Screening Tools
  • What to Screen
  • Quiz
  • Part IV: Organizing Your Assets
  • Chapter 14 Demystifying Asset Allocation
  • What is Asset Allocation?
  • Allocation Matters
  • The Power of Asset Allocation
  • Lowering Risk
  • Increasing Returns
  • Strategic versus Tactical Asset Allocation
  • Determining Your Asset Allocation
  • A Mix and Match Approach
  • Rebalancing
  • Quiz
  • Chapter 15 Demystifying Asset Location
  • Taxes
  • Tax-Defered Beats Tax-Efficient
  • 401(k) Retirement Accounts
  • Taxable Brokerage Accounts
  • Traditional IRAs
  • Roth IRA
  • Quiz
  • Final Exam
  • Answers to Quizzes and Final Exam
  • Glossary
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • L
  • M
  • N
  • O
  • P
  • R
  • S
  • T
  • U
  • V
  • W
  • Z
  • Index