Everything You Need to Know About Asset Allocation : How to Balance Risk & Reward to Make It Work for Your Investments

Format:

Book

Author/Creator:

Northcott, Alan.

Language:

English

Subjects (All):

Asset allocation--Case studies.

Asset allocation.

Investments.

Portfolio management--Case studies.

Portfolio management.

Local Subjects:

Asset allocation--Case studies.

Asset allocation.

Investments.

Portfolio management--Case studies.

Portfolio management.

Physical Description:

1 online resource (280 p.)

Other Title:

Everything You Need to Know About Asset Allocation

Place of Publication:

: Atlantic Publishing Group, 2012.

Language Note:

English

Summary:

Anyone who has ever managed to effectively invest enough money to become wealthy has done so through asset allocation - the effective means by which you place your money in a multitude of different channels to make sure no one failure would greatly affect you. This type of investment has rounded out many a portfolio, and the world's wealthiest continue to keep their money invested in such a way. This book guides you through the process of how this advanced investment technique works and what you need to do to reap the benefits. You will learn how to begin the planning process early and know

Contents:

""Table of Contents""; ""Introduction""; ""Chapter 1. Why Asset Allocation?""; ""Key to Asset Allocation""; ""Allocation versus Diversification""; ""Investment Evolution""; ""Income Statement Factors""; ""Balance Sheet Factors""; ""Factors Off the Balance Sheet""; ""Individual Investors versus Professional Investors""; ""Chapter 2. Risk""; ""Risk-free Investing""; ""How Much Risk?""; ""Individual�s Risk""; ""Volatility Losses""; ""Chapter 3. Stocks""; ""Domestic Equities""; ""Stock Mutual Funds""; ""International Investments""; ""Chapter 4. Bonds""; ""What is a Bond?""

""Chapter 5. Alternative Investments""""Residential Real Estate""; ""Commercial Real Estate""; ""Real Estate Investment Trusts""; ""Commodities""; ""Exchange-Traded Funds""; ""Derivatives""; ""Hedge Funds""; ""Collectibles""; ""Chapter 6. The Makings of Asset Allocation""; ""Diversification""; ""Portfolio Selection""; ""Modern Portfolio Theory""; ""Risk versus Reward""; ""Chapter 7. Asset Allocation in Practice""; ""Principles of Choice""; ""Investor Behavior""; ""Strategies""; ""Style of Asset Allocation""; ""Chapter 8. Setting up an Investment Portfolio""; ""Limiting Factors""

""Long-term Goals""""Security Selection""; ""Annuities""; ""Chapter 9. How Are You Doing?""; ""Rebalancing""; ""Dealing with Life Events""; ""Chapter 10. Fees and Taxes""; ""Fees""; ""Taxes: Asset Location""; ""Chapter 11. Professional Advice""; ""Qualifications""; ""Interrogations""; ""Conclusion""; ""Appendix A. Risk Tolerance Questionnaire""; ""Glossary of Terms""; ""Bibliography""; ""Author Biography""

Notes:

Description based upon print version of record.

Description based on publisher supplied metadata and other sources.

ISBN:

1-60138-739-3

OCLC:

862109576