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2006-01-06

McGrew-Hill出版的关于投资的操作手册,简单易懂,推荐阅读。

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本附件包括:

  • The First Time Investors Workbook.pdf

[此贴子已经被作者于2006-1-6 22:12:10编辑过]

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2006-1-7 14:08:00

不知道是什么内容,楼主可不可以给个介绍

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2006-1-7 14:29:00
Introduction

What Will This Workbook Accomplish for You?
How to Use This Workbook
How This Workbook Is Organized
Special Features of This Workbook


SECTION I: Getting Started

The Investment Policy Statement (IPS)
The Financial Success Diet
Mental Accounting
What Lifestyle Stage Are You In?
How Much Money Will You Need?
What Kind of Investor Are You?
The Five Personalities
The Lifeboat Drill
Recognizing Your Constraints
What Is Your Time Horizon?
Liquidity
Tax Rates
Legal Considerations
Unique Circumstances
Recap


SECTION II: The Rules of the Game

The Rules
The Six Concepts
Concept One: The Importance of Asset Allocation
Concept Tw Understanding Diversification
Concept Three: Combining Dissimilar Investments
Concept Four: Adding Time to Your Investment Program
Concept Five: The Magic of Compounding
Concept Six: Understanding Asset-Class Investing
How to Invest in These Asset Classes
Understanding the Vehicles Mutual Funds
Understanding Your Instruction Manual The Prospectus
Other Things You Should Know About Mutual Funds
How Do the Various Mutual Fund Parties Work Together?
Major Types of Mutual Funds
How to Read Newspaper Mutual Fund Tables
What If You've Bought a Bad Fund?
Exchange Traded Funds
Individually Managed Accounts
Investing Directly in Stocks
Understanding Fixed Income Securities
Investing Directly in Bonds
Investment Vehicles That Are Sheltered from Tax
Retirement Plan Vehicles
Concepts That Are Least Effective


SECTION III: Applying A Disciplined Strategy

Completing Your Investment Policy Statement
What's a Reasonable Growth Rate of Return?
The Impact of Taxes
What Investments Are Appropriate?
Should You Do It Yourself or Work with an Advisor?
Questions to Ask an Advisor
Selecting a Financial Advisor
How Do Advisors Get Paid?
Doing It Yourself

Conclusion
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