0%

Book Description


Don’t spend your time worrying whether you can beat the markets: you don’t need to beat them to be a successful investor. By showing you how to build a simple and rational portfolio and tailor it to your specific needs, Investing Demystified will help you generate superior returns.
 
With his straightforward and jargon-free advice, Lars Kroijer simplies the often complex world of finance and tells you everything you need to know – and everything that you don’t need to worry about – in order to make the most from your investments.
 
In Investing Demystified you will:
 
• Discover the mix of stocks, bonds and cash needed for a top performing portfolio
• Learn why the most broadly diversified and simplest portfolio makes the most sense
• Understand the right level of risk for you and how this affects your investments
• Find out why a low cost approach will yield benefits whilst leaving you with a higher quality portfolio
• Understand the implications of tax and liquidity

Table of Contents

  1. Cover
  2. Title page
  3. Contents
  4. Acknowledgements
  5. About the author
  6. Read this first
  7. Part 1 Introduction
    1. 1 Introduction to markets and portfolios
    2. 2 What is an ‘edge’ over the markets – and do you have it?
    3. 3 What are the key components of the rational portfolio?
  8. Part 2 The rational portfolio
    1. 4 The minimal risk asset – safe, low-risk returns
    2. 5 World equities – increased risk and return
    3. 6 The risk of equity markets
    4. 7 Adding other government and corporate bonds
    5. 8 Thinking about non-portfolio assets
    6. 9 What is omitted from your rational portfolio and why
  9. Part 3 Tailoring and implementing the rational portfolio
    1. 10 Financial plans and the risks we take
    2. 11 Expenses
    3. 12 Products and implementation
  10. Part 4 Other things to think about
    1. 13 Pension and insurance
    2. 14 Apocalypse investing
    3. 15 A wish list aimed at the financial sector
    4. 16 Conclusion
  11. Appendix
    1. A For the brave: portfolio theory and the rational investor
    2. B Inflation-protected bonds
    3. C The standard deviation
    4. D Adding government bonds to the rational portfolio
    5. E Adding corporate bonds to the rational portfolio
    6. F Asset classes left out of the rational portfolio
    7. G Portfolio risk when adding government and corporate bonds
    8. H Tax considerations for the rational portfolio
    9. I Liquidity and the rational portfolio
    10. J Physical or synthetic ETF?
  12. What did you think of this book?
  13. Index
  14. Endorsements
  15. Imprint
18.220.78.64