GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot

... interest- rate sensitivity (short, intermediate, and long), and credit quality (low, moderate, and high). Credit quality measures the financial health of the bond-issuing entity and its ability to pay ... credit risk measures the likelihood that the com- pany will be able to pay off its loan to you. Credit-rating companies (Moody’s Investors Service and Standard & Poor’s) analyze companies...

Ngày tải lên: 14/08/2014, 02:20

... patience for it, and many investors don’t, you can end up worse off by trying it, bagging the plan, and ending up with no strategy at all. Active allocation is a much more dynamic and flexible ... which you can’t afford some upside risk. Any age can warrant an investing offense and an invest- ing defense. on a kickoff. But generally that is their special role on the team and they d...

Ngày tải lên: 14/08/2014, 02:20

... their merit over time. Investors who win the game are those with an awareness of the cycles of the market and the risks it entails. They are committed to investing in a diversified game plan by putting ... of consistency I want and what I mean by picking the best player for every position. The overall allocation may be the most significant determinant of your game plan’s performance...

Ngày tải lên: 14/08/2014, 02:20

... (bull or bear) it favors. It s important to be aware that these periods are determined on what is called a rolling basis. That means it com- pares many more 12-month periods than it would if it were ... Intermediate-Term Long-Term Total High-quality SIT U.S. Gov. FPA New 0% 40% Secs. 10% Income 10% Vanguard Infl. Harbor Bond Prot. Secs. 10% 10% Medium- 0% 0% 0% 0% quality Low-qu...

Ngày tải lên: 14/08/2014, 02:20

... opportunities to speak with management that many other fund managers seek. “I’d rather spend the night with an annual report looking at what they’re doing than going out and talking to them and in- terpreting ... qualities that are not quantifiable, such as an honest cor- porate culture and candid management. “When I find there’s a reluc- tance to answer questions that are reasonable and I...

Ngày tải lên: 14/08/2014, 02:20

... game plan is designed to strengthen your re- solve. Now it s time to start working the game plan. That’s the best—and only—route to winning it. Step 10, Write It Up!: Summing Up 213 Chapter 10 Step ... Tables 10. 2 and 10. 3). 208 Step 10: Write It Up! Table 10. 2 Robert Smith’s Stock Fund Style Mix (Second Level of Allocation) Value Blend Growth Total Large-cap 10% 1...

Ngày tải lên: 14/08/2014, 02:20

... helping yourself financially. It requires self- respect to understand that you deserve a game plan and the fi- nancial stability and wealth that it can foster. In developing a game plan, you’ve employed ... volatility, 69, 76, 101 102 . See also Volatility Merrill Lynch, 140 Micromanagement, 92 Microsoft, 23 Mid-cap funds: blend, 105 106 , 108 –111 growth, 105 106 , 108 –111 stock,...

Ngày tải lên: 14/08/2014, 02:20