Umfang:
1 Online-Ressource (275 Seiten)
Ausgabe:
1st ed
ISBN:
9781394201143
Anmerkung:
Description based on publisher supplied metadata and other sources
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Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Stock Investing -- Chapter 1 Introducing the World of Stock Investing -- Understanding the Basics -- Preparing to Buy Stocks -- Knowing How to Pick Winners -- Recognizing stock value -- Understanding market capitalization and stock value -- Sharpening your investment skills -- Chapter 2 Assessing Your Current Financial Situation and Goals -- Establishing a Starting Point by Preparing a Balance Sheet -- Step 1: Make sure you have an emergency fund -- Step 2: List your assets in descending order of liquidity -- Step 3: List your liabilities -- Step 4: Calculate your net worth -- Step 5: Analyze your balance sheet -- Funding Your Stock Program -- Step 1: Tally up your income -- Step 2: Add up your outgo -- Step 3: Create a cash flow statement -- Step 4: Analyze your cash flow -- Another option: Finding money to invest in tax savings -- Setting Your Sights on Your Financial Goals -- Chapter 3 Defining Different Approaches to Stock Investing -- Matching Stocks and Strategies with Your Goals -- Investing for the Future -- Focusing on the short term -- Considering intermediate-term goals -- Preparing for the long term -- Investing for a Purpose -- Making loads of money quickly: Growth investing -- Steadily making money: Income investing -- Distinguishing between dividends and interest -- Recognizing the importance of yield -- Investing for Your Personal Style -- Conservative investing -- Aggressive investing -- Chapter 4 Understanding Risk and Volatility -- Exploring Different Kinds of Risk -- Financial risk -- Interest rate risk -- Hurting a company's financial condition -- Affecting a company's customers -- Impacting investors' decision-making
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Hurting stock prices indirectly -- Market risk -- Inflation risk -- Tax risk -- Political and governmental risk -- Personal risk -- Emotional risk -- Paying the price for greed -- Recognizing the role of fear -- Looking for love in all the wrong places -- Getting the Scoop on Volatility -- Minimizing Your Risk -- Gaining knowledge -- Staying out until you get a little practice -- Putting your financial house in order -- Diversifying your investments -- Weighing Risk against Return -- Part 2 Doing Some Digging Before You Buy Stocks -- Chapter 5 Gathering Information on Investments -- Looking to Stock Exchanges for Answers -- Grasping the Basics of Accounting and Economics -- Accounting for taste and a whole lot more -- Understanding how economics affects stocks -- Getting the hang of the basic concepts -- Gaining insight from past mistakes -- Staying on Top of Financial News -- Figuring out what a company is up to -- Discovering what's new with an industry -- Knowing what's happening with the economy -- Seeing what public officials are doing -- Checking for trends in society, culture, and entertainment -- Reading (and Understanding) Stock Tables -- 52-week high -- 52-week low -- Name and symbol -- Dividend -- Volume -- Yield -- P/E -- Day last -- Net change -- Using News about Dividends -- Looking at important dates -- Understanding why certain dates matter -- Evaluating Investment Tips -- Chapter 6 Choosing Winning Stocks with Basic Accounting -- Recognizing Value When You See It -- Understanding different types of value -- Market value -- Book value and intrinsic value -- Sales value and earnings value -- Putting the pieces together -- Accounting for Value -- Breaking down the balance sheet -- Answering a few balance sheet questions -- Assessing a company's financial strength over time -- Looking at the income statement -- Sales -- Expenses
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Profit -- Tooling around with ratios -- The P/E ratio -- The PSR -- Chapter 7 Deciphering Company Documents to Pick Stocks -- A Message from the Bigwigs: Reading the Annual Report -- Analyzing the annual report's anatomy -- The letter from the chairman of the board -- The company's offerings -- Financial statements -- Summary of past financial figures -- Management issues -- CPA opinion letter -- Company identity data -- Stock data -- Going through the proxy materials -- Dig Deeper: Getting a Second Opinion -- Company documents filed with the SEC -- Form 10-K -- Form 10-Q -- Insider reports -- Value Line -- Standard & -- Poor's -- Moody's Investment Service -- Brokerage reports: The good, the bad, and the ugly -- The good -- The bad -- The ugly -- Do It Yourself: Compiling Your Own Research Department -- Chapter 8 Working with Brokers -- Defining the Broker's Role -- Comparing Full-Service and Discount Brokers -- At your disposal: Full-service brokers -- What they can do for you -- What to watch out for -- Just the basics: Discount brokers -- What they can do for you -- What to watch out for -- Choosing a Broker -- Discovering Various Types of Brokerage Accounts -- Cash accounts -- Margin accounts -- Options accounts -- Judging Brokers' Recommendations -- Understanding basic recommendations -- Asking a few important questions -- Part 3 Understanding Essential Stock Strategies and Tactics -- Chapter 9 Investing in Stocks for Long-Term Growth -- Becoming a Value-Oriented Growth Investor -- Choosing Growth Stocks with a Few Handy Tips -- Looking for leaders in megatrends -- Comparing the growth of a company versus an industry -- Considering a company with a strong niche -- Checking out a company's fundamentals -- Evaluating a company's management -- Return on equity -- Equity and earnings growth -- Insider buying
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Noticing who's buying and/ or recommending a stock -- Making sure a company continues to do well -- Heeding investing lessons from history -- Chapter 10 Investing in Stocks for Income and Cash Flow -- Understanding the Basics of Income Stocks -- Getting a grip on dividends and dividend rates -- Recognizing who's well suited for income stocks -- Assessing the advantages of income stocks -- Heeding the disadvantages of income stocks -- What goes up . . . -- Interest-rate sensitivity -- The effect of inflation -- Uncle Sam's cut -- Analyzing Income Stocks -- Pinpointing your needs first -- Checking out yield -- Examining changes in yield -- Comparing yield between different stocks -- Looking at a stock's payout ratio -- Studying a company's bond rating -- Diversifying your stocks -- Exploring Some Typical Income Stocks -- It's electric! Utilities -- An interesting mix: Real estate investment trusts -- Business development companies -- Covered Call Writing for Income -- Writing Puts for Income -- Chapter 11 Exploring Exchange-Traded Funds -- Comparing Exchange-Traded Funds and Mutual Funds -- The differences -- The similarities -- Choosing an Exchange-Traded Fund -- Bullish ETFs -- Major market index ETFs -- ETFs related to human need -- ETFs that include dividend-paying stocks -- Bearish ETFs -- Taking Note of Indexes -- Chapter 12 Surveying Emerging Sector and Industry Opportunities -- Telling the Difference between a Sector and an Industry -- Interrogating the Sectors and Industries -- Which category does the industry fall into? -- Cyclical industries -- Defensive industries -- Is the sector growing? -- Will demand for the sector's products and/or services see long-term growth? -- What does the industry's growth rely on? -- Does the industry depend on another industry? -- Who are the leading companies in the industry?
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Is the industry a target of government action? -- Outlining Key Sectors and Industries -- Robotics and artificial intelligence -- Ecommerce -- Commodities -- Precious metals -- Cryptocurrency opportunities -- Driving it home -- Chapter 13 Looking at Brokerage Orders and Trading Techniques -- Checking Out Brokerage Orders -- Time-related orders -- Day orders -- Good-'til-canceled orders -- Condition-related orders -- Market orders -- Stop-loss orders -- Limit orders -- Advanced orders -- Buying on Margin -- Examining marginal outcomes -- If the stock price goes up -- If the stock price fails to rise -- Maintaining your balance -- Striving for success on margin -- Going Short and Coming Out Ahead -- Setting up a short sale -- Oops! Going short when prices grow taller -- Feeling the squeeze -- Chapter 14 Handling Taxes on Stock Investments -- Paying Up: The Tax Treatment of Different Stock Investments -- Understanding ordinary income and capital gains -- Minimizing the tax on your capital gains -- Coping with capital losses -- Evaluating gains and losses scenarios -- Sharing Your Gains with the IRS -- Filling out forms -- Playing by the rules -- Discovering the Softer Side of the IRS: Tax Deductions for Investors -- Investment interest -- Miscellaneous expenses -- Donations of stock to charity -- Items that you can't deduct -- Using Tax-Advantaged Retirement Investing -- Individual retirement accounts -- Traditional IRA -- Roth IRA -- 401(k) plans -- Part 4 The Part of Tens -- Chapter 15 Ten Hallmarks of a Great Stock -- The Company Has Rising Profits -- The Company Has Rising Sales -- The Company Has Low Liabilities -- The Stock Is at a Bargain Price -- Dividends Are Growing -- The Market Is Growing -- The Company Is in a Field with a High Barrier to Entry -- The Company Has a Low Political Profile -- The Stock Is Optionable
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The Stock Is Benefiting from Favorable Megatrends
Weitere Ausg.:
Erscheint auch als Druck-Ausgabe Mladjenovic, Paul Investing in Stocks for Dummies Newark : John Wiley & Sons, Incorporated,c2023 ISBN 9781394201136
Sprache:
Englisch
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