In Short: Successful Investing During Turbulent Times


Book Description

Investors are increasingly frustrated by poor investment returns, particularly in the last decade. It seems the financial world wrenches from one crisis to another in a boom-bust, bubble and crash sequence, rising to unpredictable heights and falling to unfathomable depths.The old investing rules do not seem to work. Something has changed. This book recommends that the reader take an alternative mindset to investing. It guides the reader to this mindset through a series of educational and, hopefully, entertaining lessons. It uses various tools such as newspaper headlines at critical points in the history of the markets as well as insightful anecdotes gathered over the years. It also employs often amusing research from outside the industry to shed light on how investors make decisions. This book examines the origins of accepted investment methodology, provides a critical review of mutual funds, and presents alternative solutions for these turbulent times. Along the way it also touches on the future of the investment industry, how to select an investment advisor, and an alternative way to plan for the future. In Short: Many books tell you about what investments are. This book is an attempt to teach you about how to drive your investment returns higher.




A Random Walk Down Wall Street


Book Description

An informative guide to successful investing, offering a vast array of advice on how investors can tilt the odds in their favour.




A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Tenth Edition)


Book Description

Presents an informative guide to financial investment, explaining how to maximize gains and minimize losses and examining a broad spectrum of financial opportunities, from mutual funds to real estate to gold.




Safety Net


Book Description

How can you construct a financial investment strategy to protect yourself … yet still get the growth to ensure a solid financial future and comfortable retirement during these turbulent times? By building an investing safety net that gives you the gains needed for growth – though more modest than those of past years – but protection against the downside. So when turbulence strikes again – and it will – you won’t re-live the financial nightmares of recent years when portfolios and 401Ks were devastated. Jim Glassman provides the specifics you need for shrewd asset allocation, specifically: Reduce stock ownership. For those stocks you do own, ensure they meet one of these criteria: pay dividends; are low-priced and from industries of the future; or companies based in aspiring nations such as India, Brazil and China. Make a substantial investment in bonds, especially US Treasury TIPS bonds and corporate bonds Hedge against decline by owning a bear fund that shorts the US economy. Own funds based on other currencies, thus protecting yourself against the potential declining value of the US dollar. And consider derivatives. Yes, derivatives! Specific stock, bond and fund recommendations and ample portfolios then provide the starter ideas for properly balancing a portfolio. And the 5 principles and 18 specific rules of “the new rule book” help keep “animal spirits” in check when fads and news flashes provide the temptation to make rash investing decisions that will be quickly regretted.




Managing Performance in Turbulent Times


Book Description

Straightforward playbook for executing world-class strategy for tangible results Designed with three key ideas: leverage the tools that are working, simplify the model, and make the content readable for managers, Managing Performance in Turbulent Times is a road map for the modern strategy manager. Through their simplified execution process the authors—performance management experts—show executives how to get results and execute even in the most difficult conditions. Addresses importance of adaptability to change within today's business environment Explores the environmental turbulence that constantly confounds virtually all organizational systems, with workable solutions Provides a streamlined execution process any organization can use to improve business results Managers need tools to do their jobs better. Filled with proven solutions, this book reveals how to get results through successful strategy execution, presenting a process that will help your organization execute strategy in a simplified, efficient manner.




The Last Act


Book Description

No one looks forward to writing their will. Everyone procrastinates as long as possible and most are put off by the jargon in this industry, feeling like they just don’t know where to start. The Last Act uses plain English and clear, straightforward language to make estate planning as simple as possible. Trust and Estate Practitioner Kimberley Short and Accountant Larry Short combine their many years of experience to explain how to write a will, settle an estate, create a trust, and more while helping to reduce expenses and lower taxes along the way. They share their understanding obtained from working directly with families before, during, and after estate settlement and deliver keen insight on navigating the potential trouble zones. Leaving time for your family to grieve after you are gone without the complications from a lack of pre-planning is truly precious. The Last Act is your first step to delivering them that gift.




Investment Philosophies


Book Description

The guide for investors who want a better understanding of investment strategies that have stood the test of time This thoroughly revised and updated edition of Investment Philosophies covers different investment philosophies and reveal the beliefs that underlie each one, the evidence on whether the strategies that arise from the philosophy actually produce results, and what an investor needs to bring to the table to make the philosophy work. The book covers a wealth of strategies including indexing, passive and activist value investing, growth investing, chart/technical analysis, market timing, arbitrage, and many more investment philosophies. Presents the tools needed to understand portfolio management and the variety of strategies available to achieve investment success Explores the process of creating and managing a portfolio Shows readers how to profit like successful value growth index investors Aswath Damodaran is a well-known academic and practitioner in finance who is an expert on different approaches to valuation and investment This vital resource examines various investing philosophies and provides you with helpful online resources and tools to fully investigate each investment philosophy and assess whether it is a philosophy that is appropriate for you.




The Little Book of Stock Market Profits


Book Description

A timely guide to making the best investment strategies even better A wide variety of strategies have been identified over the years, which purportedly outperform the stock market. Some of these include buying undervalued stocks while others rely on technical analysis techniques. It's fair to say no one method is fool proof and most go through both up and down periods. The challenge for an investor is picking the right method at the right time. The Little Book of Stock Market Profits shows you how to achieve this elusive goal and make the most of your time in today's markets. Written by Mitch Zacks, Senior Portfolio Manager of Zacks Investment Management, this latest title in the Little Book series reveals stock market strategies that really work and then shows you how they can be made even better. It skillfully highlights earnings-based investing strategies, the hallmark of the Zacks process, but it also identifies strategies based on valuations, seasonal patterns and price momentum. Specifically, the book: Identifies stock market investment strategies that work, those that don't, and what it takes for an individual investor to truly succeed in today's dynamic market Discusses how the performance of each strategy examined can be improved by combining into them into a multifactor approach Gives investors a clear path to integrating the best investment strategies of all time into their own personal portfolio Investing can be difficult, but with the right strategies you can improve your overall performance. The Little book of Stock Market Profits will show you how.




Integral Investing


Book Description

Today, early-stage investors and entrepreneurs find themselves in a dilemma in which they must choose between profit and impact; between traditional, for-profit-only models on the one hand, and multiple-bottom-line structures with a positive social or environmental impact on the other. At a time in which climate change, exponentially growing technologies, social polarization, and looming pandemics are calling into question humanity’s priorities, this Report to the Club of Rome and the World Academy of Art and Science dissolves this dilemma by proposing a new investment paradigm, namely Integral Investing. Integral Investing incorporates and transcends the best practices of both traditional venture capital and impact investing. It provides a seamless integration and shows how technological progress need not be our rival, but can instead be our ally in ensuring the prosperous society we all want. Drawing on her own investments and stellar track record since 1995, the author reveals the mechanism of Integral Investing. At the heart of it is a powerful, 360-degree de-risking tool called the Theta Model, which reveals how to make smart investment decisions based on the comprehensive integration of traditional due-diligence criteria, sustainability metrics, and assessments of the founders’ and team culture. But it doesn’t stop there. In turn, this handbook demonstrates how to use human-centered AI to scale and digitalize the investment process. The goal here is to accelerate the use of exponential tech, capital, and consciousness leadership to transition to a sustainable global society: a process the author refers to as the Investment Turnaround. The 21 principles of Integral Investing, which she defines using Ken Wilber’s Integral Theory, lead to her manifesto on how to implement the UN Sustainable Development Goals within Planetary Boundaries by 2050 through early-stage investing and entrepreneurship. Similar to the 15th century, when the Medicis inspired the Renaissance, today humanity is once again at a crucial turning point where pioneering public and private financiers, investors, entrepreneurs, and other committed individuals have the opportunity to leave behind the legacy of a prosperous society. This handbook provides a source of inspiration, and shows how self-actualization, a positive mindset, and a consciousness that is backed by a world-centric desire can become the driving force for solving the global grand challenges.




Successful Investing Is a Process


Book Description

A process-driven approach to investment management that lets you achieve the same high gains as the most successful portfolio managers, but at half the cost What do you pay for when you hire a portfolio manager? Is it his or her unique experience and expertise, a set of specialized analytical skills possessed by only a few? The truth, according to industry insider Jacques Lussier, is that, despite their often grandiose claims, most successful investment managers, themselves, can't properly explain their successes. In this book Lussier argues convincingly that most of the gains achieved by professional portfolio managers can be accounted for not by special knowledge or arcane analytical methodologies, but proper portfolio management processes whether they are aware of this or not. More importantly, Lussier lays out a formal process-oriented approach proven to consistently garner most of the excess gains generated by traditional analysis-intensive approaches, but at a fraction of the cost since it could be fully implemented internally. Profit from more than a half-century's theoretical and empirical literature, as well as the author's own experiences as a top investment strategist Learn an approach, combining several formal management processes, that simplifies portfolio management and makes its underlying qualities more transparent, while lowering costs significantly Discover proven methods for exploiting the inefficiencies of traditional benchmarks, as well as the behavioral biases of investors and corporate management, for consistently high returns Learn to use highly-efficient portfolio management and rebalancing methodologies and an approach to diversification that yields returns far greater than traditional investment programs