The Standard & Poor's Guide to the Perfect Portfolio: 5 Steps to Allocate Your Assets and Ensure a Lifetime of Wealth
商品資訊
ISBN13：9780071479349
出版社：Mcgraw-Hill; Inc.
作者：MICHAEL KAYE
出版日：2007/10/21
裝訂：精裝
商品簡介
You can beat 90% of money managers with a properly balanced portfolio of mixed investment classes. Investment expert and columnist Michael Kaye presents a clear and reliable approach to asset allocation. He helps investors at every level to better understand all the major investment products available and how to best use them to achieve investor's specific goals.
Kaye shows you five essential steps to allocate your assets:
- Identify your goals and objectives
- Choose the right asset classes for your portfolio
- Determine how much of your assets belong in each class
- Pick your investment products
- Monitor your portfolio and make adjustments as needed
The Standard & Poor's Guide to the Perfect Portfolio is packed with examples of portfolio mixes that illustrate many ways to balance your assets based on different risk profiles and investment goals. A range of relevant, reliable advice shows you how to successfully consider such factors as where you are in your career, what your financial needs are, and your personal tolerance to risk.
作者簡介
Michael Kaye, CFA, is a portfolio officer in the Portfolio Advisers Group at Standard & Poor's. He is also a columnist for BusinessWeek online.Mr. Kaye is the author of The Standard & Poor's Guide to Selecting Stocks (0-07-145084-X).
目次
Acknowledgments
Introduction
Part 1: Overview
Chapter 1: Allocating your Assets: The 5 Most Important Steps
Chapter 2: The Ingredients: What are the Different Asset Classes I have to chose from?
Chapter 3: The Packaging: Should I buy the underlying security or a mutual fund, or another packaged product?
Chapter 4: The Location: What financial institutions and accounts are best?
Chapter 5: The Cost: How do I know the price tag on different investments?
Chapter 6: The Impact: How Economic Events Effect Your Portfolio
Part II: Determining Your Asset Allocation Mix
Chapter 7: The 3 Primary Factors : Your stage in life, risk tolerance and when you will need the money
Chapter 8: The 6 Secondary Factors: Your Age, Gender, Marital Status, Investing Experience, The Number of Dependents, and Affluence
Part III: The 5 Investment Strategies
Chapter 9: Capital Preservation
Chapter 10: Conservative Income
Chapter 11: Growth & Income
Chapter 12: Growth
Chapter 13: Aggressive Growth
Part IV: Summing it Up
Chapter 14: 10 Ways To Grow and Ensure Wealth
Chapter 15: Putting It All Together
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