投资生命周期LIFESPAN INVESTING: BUILDING THE BEST PO

分类: 图书,进口原版书,经管与理财 Business & Investing ,
作者: Clifford Pistolese 著
出 版 社: Oversea Publishing House
出版时间: 2007-8-1字数:版次: 1页数: 207印刷时间: 2007/08/01开本: 16开印次: 1纸张: 胶版纸I S B N : 9780071498111包装: 精装编辑推荐
The smartest, healthiest way to invest is for the long haul. In Lifespan Investing, veteran investor and author Clifford Pistolese deftly explains the need for this approach and provides proven techniques for maximizing wealth at every age and stage of your life.
Presenting an age-based portfolio management plan, Pistolese outlines three different strategies based on where you are in your life cycle. He reveals the best ways to take advantage of capital gains opportunities during bull markets, avoid loss of capital during bear markets, and increase your assets and income flow during range-bound markets. Pistolese also gives you failsafe procedures for evaluating the timeliness of potential investments, from stocks and bonds to ETFs, REITs, TIPS, and more.
Now you can secure your financial future with:
A solid investment strategy designed to multiply your assets over your lifetime
Valuable internet resources to help you select investments based on your financial retirement objectives and level of risk tolerance
Useful charts that illustrate common price patterns, trading volume characteristics, moving averages, trendlines, price breakouts, key reversal days, and much more
内容简介
The wisest investors don't waste time trying to capitalize on current market trends for short-term gains; rather, they focus on making their wealth grow over a lifetime.
In Lifespan Investing, veteran trader Clifford Pistolese reveals a long-term investment strategy designed to maximize the amount of wealth you will accumulate over the course of your life. Based on investment portfolios that deal with traditional stock market cycles, his age-based investment management plan shows you how to take full advantage of the market opportunities that will allow you to build truly outstanding profits.
Drawing upon his vast experience, Pistolese shows you how to perform the research needed to find and evaluate potential investments. He provides the tools you need to:
Set your financial objective for retirement and select investments to meet your goals
Identify the current market phase-one of the keys to investing successfully
Know when to buy, how long to hold, and when to sell
Rebalance your portfolio to make it appropriate for each stage in your life
Multiply your assets over your lifetime
Pistolese presents three different portfolios as models for each type of market phase. You'll see how to use an aggressive strategy to make superior capital gains in bull markets, implement a defensive strategy to preserve those gains during bear markets, and create a strong income flow during range-bound markets. You'll also discover how to diversify your portfolio among different types of investments to better control your level of risk.
Competent guidance and disciplined effort are the keys to achieving wealth and sustaining it throughout your lifetime. Lifespan Investing offers the first; by bringing the second, you will build the fortune you desire to enjoy in your future years.
目录
Preface
Chapter One:Fundamental Analysis
Introduction
Geographic Reach
Earnings Growth
Evaluating Stock Prices
Competitive Situation
Company Finances
Profit Margins
Income Statements
Debt Levels
Return on Investment
Chapter Two:Technical Analysis
Introduction
Common Price Patterns
Double Bottom
Inverted Head and Shoulders
Rounding Bottom
Upward Price Trend
Common Top Patterns
Double Top
Head and Shoulders
Rounding Top
From Uptrend to Downtrend
Trading Range
Breakout above Resistance
Breakout below Support
Ascending Triangle
Symmetrical Triangle
Descending Triangle
Increased Volume Confirms Uptrend
Increased Volume Confirms Breakout
Moving Average
Price Falls through Moving Average
Price Rises above Moving Average
Price Leads Moving Average Down
Price Leads Moving Average Up
Research Procedure
Chapter Three:Portfolio Management
Introduction
Portfolio Management Strategy
Portfolio Adjustments
A Historical Perspective
Risk Factors
Risk Level Designations
Range-Bound or Bear Market?
Chapter Four:Portfolio Management for Ages 20 to 25
Introduction
Getting Started
Information Resources
Guidelines for Investing
Bull Market Portfolio
Potential Investments
Range-Bound Portfolio
Bear Market Portfolio
Zero Coupon Bonds
Money Market Accounts
Suggested Portfolio Contents
Chapter Five:Portfolio Management for Ages 25 to 30
Introduction
Performance Review
Bull Market Portfolio
Potential Investments
Stock Performance Evaluation
Range-Bound Portfolio
Bear Market Portfolio
Suggested Portfolio Contents
Chapter Six:Portfolio Management for Ages 30 to 35
Introduction
Bull Market Portfolio
Monitoring Your Portfolio
Barclays Index Tracking Fund
……
Chapter Seven: Protfolio Management for Ages 35 to 40
Chapter Eight A Broader Perspective
Chapter Nine: Protfolio Management for Ages 40 to 45
Chapter Ten: Portfolio Management for Ages 45 to 50
Chapter Eleven: Portfolio management for Ages 50 to 50
Chapter Twelve: Portfolio management for Ages 55 to 60
Chapter Thirteen: Portfolio Management for Ages to Plus
Chapter Fourteen: Portfolio Management in Retirement
Appendix A Overview of Lifespan Investing
Appendix B Glossary