CITATION

Olsen, Timothy. The Teenage Investor. US: McGraw-Hill, 2003.

The Teenage Investor

Authors:

Published:  July 2003

eISBN: 9780071436229 0071436227 | ISBN: 9780071416634
  • Copyright
  • Contents
  • Preface
  • Chapter 1 My Story: The Idea of Investing
  • Chapter 2 My Story:Turning Ideas into Action
  • Do Your Homework!
  • Chapter 3 An Introduction to Financial Markets
  • The Stock Market
  • Stock Indexes
  • Dow Jones Industrial Average (DJIA)
  • Standard & Poor’s 500, 400, 600
  • Wilshire 5000 Equity Index
  • Russell 1000, 2000, 3000
  • Other Indexes
  • The Bond Market
  • Where Do I Start?
  • Risk in the Financial Markets
  • Foreign Financial Markets
  • Financial Markets: Summary
  • Chapter 4 The Wealth Plan for Young Investors
  • The Wealth Plan for Young Investors: Step 1
  • The Wealth Plan for Young Investors: Step 2
  • Certificates of Deposit (CDs)
  • Money Market Accounts
  • Money Market Funds
  • Regular Savings Account
  • The Wealth Plan for Young Investors: Step 3
  • Compound Interest
  • Scenarios in Accumulating Wealth: Scenario 1
  • Scenarios in Accumulating Wealth: Scenario 2
  • Scenarios in Accumulating Wealth: Scenario 3
  • Scenarios in Accumulating Wealth: Scenario 4
  • Scenarios in Accumulating Wealth: Scenario 5
  • Inflation, Deflation, and the Cost of Living
  • Inflation
  • Deflation
  • Ups and Downs: The Bottom Line
  • Plans Are Good!
  • Set Investing Time Horizons
  • Invest According to Your Goals
  • Diversify!
  • Remember That Cash Is King
  • Establish a Monthly Savings Plan
  • Dollar Cost Averaging: An Innovative Way to Build Wealth
  • Dollar Cost Averaging: Summary
  • Wealth Plan Summary
  • Chapter 5 Investing in Stocks
  • What Are Stocks?
  • Types of Investors
  • How Do I Buy a Stock?
  • How Do I Know Which Stocks to Buy?
  • Market Capitalization and Types of Stocks
  • Initial Public Offerings (IPO)
  • Foreign Stocks: The Risk Becomes Apparent
  • Risk and Reward: One of the Most Important Factors When Investing
  • Stocks: The To Key Types of Analysis
  • Earnings: It Matters
  • Scenario 1
  • Scenario 2
  • Disciplines of Investing: Growth and Value
  • What Makes Stocks Move?
  • Don’t Own Any Investment That Keeps You A ake at Night
  • Stocks: A Summary
  • Chapter 6 Investing in Bonds
  • What Are Bonds?
  • The Types of Bonds and Their Classification
  • Corporate Bonds
  • Government Bonds
  • Foreign Bonds
  • Bonds and Asset Allocation
  • Summary
  • Chapter 7 Investing in Mutual Funds
  • Why Do Mutual Funds Make Good Investments?
  • Active Management vs. Passive Management
  • Exchange-Traded Funds
  • Types of Mutual Funds
  • Stock Funds
  • Bond Funds
  • Other Types of Funds
  • Mutual Fund Fees: Nothing Comes Without a Price
  • Mutual Funds: Good for All Types of Portfolios
  • Summary
  • Chapter 8 The Efficient Way to Wealth: Why Index Funds Are the Way to Go
  • The Benefits of Index Investing
  • Low Fees
  • Risk Limited to Market Risk
  • Defined Category for Investment
  • Lower Taxes
  • Exchange-Traded Funds (ETFs): An Index Fund Substitute
  • Dollar Cost Averaging in Index Funds: Why It’s Beneficial for You
  • Buying the Market: Why It’s Right for Everyone
  • Beware of Overlap
  • Beware of Enhanced Funds
  • Index Funds: A Wrap-Up
  • The Efficient Way to Wealth: A Summary
  • Chapter 9 Beating the Market: Explaining the Hard to Do
  • Experts in the Media: Many Fail to Beat the Market
  • Beating the Market: Playing It Safe
  • Why Consistently Beating the Market Is Tough
  • Should You Attempt to Beat the Market?
  • Beating the Market: A Wrap-Up
  • Chapter 10 Keeping Costs Low: Something Many Investors Fail to Do
  • The Costs of Making Money
  • The Commission: One of the Biggest Costs an Investor Faces
  • Stock Trades: Differences in Fees for Different Types of Trades
  • How the Investor Can Avoid Fees and Expenses
  • What Are the Fees Involved When Investing in a Mutual Fund?
  • Why Fees Are Necessary
  • Keeping Costs Low: A Summary
  • Chapter 11 Who Should I Trust? Examining Analysts, Brokers, and Other Financial Advisors
  • Why the Investment Community Really Recommends Certain Investments
  • Analysts
  • Brokers
  • Financial Planners
  • Research: Conflicts of Interest and Independence
  • Who Should I Trust? A Summary
  • Chapter 12 Research Your Way to Success and Understanding Asset Allocation
  • Stocks—Fitting into Your Asset Allocation
  • Bonds—Fitting into Your Asset Allocation
  • Mutual Funds—Fitting into Your Asset Allocation
  • Sizing Up Asset Allocation
  • Researching Investments: How to Analyze Stocks and Bonds
  • Researching Stocks
  • Step 1: Set Criteria to Identify Companies
  • Step 2: Investigate the Company
  • Examining What Management Says
  • Examining the Company’s Financials
  • Researching Bonds
  • Researching Government Bonds
  • Researching Corporate Bonds
  • Researching Municipal Bonds
  • Researching High-Yield Bonds
  • Research and Asset Allocation: A Summary
  • Chapter 13 The Path to Wealth: Slowly but Surely Wins the Race
  • Building Wealth
  • Securing Your Wealth
  • Slowly but Surely: But Why?
  • Losing Your Shirt: You May Not Know It’s Happening
  • Growing Your Wealth
  • Securing Your Finances
  • Staying Financially Fit While Securing Your Wealth
  • The Path to Wealth: A Summary
  • Chapter 14 Put Your Money to Work—Start Saving Now!
  • When You’re Not Using Your Money, What Should You Do?
  • Why It’s Important to Start Saving and Investing Now
  • Risk, Reward, and Saving Money
  • Put Your Money to Work—Start Saving Now: A Summary
  • Chapter 15 Navigating Rough Markets: Safe Havens for Nervous Investors
  • A Misconception: You Can Diversify Away All of Your Risk
  • Real Estate
  • REITs
  • REIT Funds: Actively Managed and Index Funds
  • Real Estate, REITs, and REIT Funds: A Summary
  • Gold and Other Precious Metals
  • Gold
  • Silver
  • Precious Metals Funds
  • Precious Metals and Asset Allocation
  • The Best Diversifier: Bonds
  • Why Bonds Are Not Only Safe Havens, but Essential
  • Navigating Rough Markets: A Summary
  • Index