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Successful Investing using Real Estate, Stocks and Bonds
RETURN TO SUCCESSFUL INVESTING HOME PAGE
Sample Documents (PDF)
All these documents are subject to copyright restriction.
Chapter 5: Investment Strategies
Chapter 8: Real Estate
Table of Contents:
Chapter 1 - Time and Money
Compound Interest
Geometric Progression
Grandparent Geometric Progression
Rule of 72
Add a Zero
Chapter 2 - Income Sources
All Income Earners
Employees
Self Employed
Active Business Owners
Passive Business Owners
Inheritance / Sudden Wealth / Sports person / Entertainer
Chapter 3 - Savings, Equity Building and Investing
Savings
Investing
The Power of Savings
Developing a Savings Habit
Equity Building
Chapter 4 - Investment Fundamentals
Introduction to Investing
Investment Asset Classes
U.S. Asset Class Performance
Return Volatility - 1 Standard Deviation
Dimensions of Return
The Brinson, Hood, Singer & Beebower Studies
Chapter 5 - Investment Strategies
1990 Nobel Prize for Economics
How Holding Periods Affect Volatility
Cross-Correlation / Diversification
Efficient Frontier
Chapter 6 - Value Investing
Value Investing (High Book-to-Market)
Re-Defining Investment Theory
Book-to-Market VS VAlue and Growth
International High Book-to-Market Effect
Chapter 7 - International Stocks
Global Diversification
World's Stock Markets
Emerging Markets
Chapter 8 - Real Estate
Real Estate Investment Trusts (REIT's)
Conditions for above Average Real Estate Returns
Individual ownership of real estate also has its disadvantages
Chapter 9 - Portfolio Design
Portfolio Design Criteria
Portfolio Design Approach
Investment Implementation
Benchmark Measurement
Bonds in a Portfolio Design
Portfolio Rebalancing
Chapter 10 - Investment Considerations
Picking Winners in Advance
Morningstar Ratings
Market Timing Strategies
Annual Fund Administration Fees
Annual Turnover Costs
Custodian Costs
Index Funds - Cost Advantage
Institutional Mutual Funds
Mutual funds - Individual Securities - Exchange Traded Funds
Chapter 11 - Investment Advisory Services
Financial Planner & Investment Advisor Services
When to go it alone
Investment Advisor Fees
Finding a Financial Planner
Index
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