Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies


Author: Jeremy J. Siegel
Publisher: McGraw Hill Professional
ISBN: 0071800522
Category: Business & Economics
Page: 448
View: 8054
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The stock-investing classic--UPDATED TO HELP YOU WIN IN TODAY'S CHAOTIC GLOBAL ECONOMY Much has changed since the last edition of Stocks for the Long Run. The financial crisis, the deepest bear market since the Great Depression, and the continued growth of the emerging markets are just some of the contingencies directly affecting every portfolio in the world. To help you navigate markets and make the best investment decisions, Jeremy Siegel has updated his bestselling guide to stock market investing. This new edition of Stocks for the Long Run answers all the important questions of today: How did the crisis alter the fi nancial markets and the future of stock returns? What are the sources of long-term economic growth? How does the Fed really impact investing decisions? Should you hedge against currency instability? Stocks for the Long Run, Fifth Edition, includes brand-new coverage of: THE FINANCIAL CRISIS Siegel provides an expert’s analysis of the most important factors behind the crisis; the state of current stability/instability of the financial system and where the stock market fits in; and the viability of value investing as a long-term strategy. CHINA AND INDIA The economies of these nations are more than one-third larger than they were before the 2008 financial crisis; you'll get the information you need to earn long-term profits in this new environment. GLOBAL MARKETS Learn all there is to know about the nature, size, and role of diversifi cation in today’s global economy; Siegel extends his projections of the global economy until the end of this century. MARKET VALUATION Can stocks still provide 6 to 7 percent per year after inflation? This edition forecasts future stock returns and shows how to determine whether the market is overvalued or not. Essential reading for every investor and advisor who wants to fully understand the forces that move today's markets, Stocks for the Long Run provides the most complete summary available of historical trends that will help you develop a sound and profitable long-term portfolio. PRAISE FOR STOCKS FOR THE LONG RUN: “Jeremy Siegel is one of the great ones.” —JIM CRAMER, CNBC’s Mad Money “[Jeremy Siegel’s] contributions to finance and investing are of such signifi cance as to change the direction of the profession.” —THE FINANCIAL ANALYST INSTITUTE “A simply great book.” —FORBES “One of the top ten business books of the year.” —BUSINESSWEEK “Should command a central place on the desk of any ‘amateur’ investor or beginning professional.” —BARRON’S “Siegel’s case for stocks is unbridled and compelling.” —USA TODAY “A clearly written, neatly organized, highly persuasive exposition that lifts the veil of mystery from investing.” —JOHN C. BOGLE, founder and former Chairman, The Vanguard Group "A book that all investors—nervous Nellies in particular—should read." —Investing.com

Stocks for the Long Run, 4th Edition

The Definitive Guide to Financial Market Returns & Long Term Investment Strategies
Author: Jeremy J. Siegel
Publisher: McGraw Hill Professional
ISBN: 0071643923
Category: Business & Economics
Page: 436
View: 8594
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Stocks for the Long Run set a precedent as the most complete and irrefutable case for stock market investment ever written. Now, this bible for long-term investing continues its tradition with a fourth edition featuring updated, revised, and new material that will keep you competitive in the global market and up-to-date on the latest index instruments. Wharton School professor Jeremy Siegel provides a potent mix of new evidence, research, and analysis supporting his key strategies for amassing a solid portfolio with enhanced returns and reduced risk. In a seamless narrative that incorporates the historical record of the markets with the realities of today's investing environment, the fourth edition features: A new chapter on globalization that documents how the emerging world will soon overtake the developed world and how it impacts the global economy An extended chapter on indexing that includes fundamentally weighted indexes, which have historically offered better returns and lower volatility than their capitalization-weighted counterparts Insightful analysis on what moves the market and how little we know about the sources of big market changes A sobering look at behavioral finance and the psychological factors that can lead investors to make irrational investment decisions A major highlight of this new edition of Stocks for the Long Run is the chapter on global investing. With the U.S. stock market currently holding less than half of the world's equity capitalization, it's important for investors to diversify abroad. This updated edition shows you how to create an “efficient portfolio” that best balances asset allocation in domestic and foreign markets and provides thorough coverage on sector allocation across the globe. Stocks for the Long Run is essential reading for every investor and advisor who wants to fully understand the market-including its behavior, past trends, and future influences-in order to develop a prosperous long-term portfolio that is both safe and secure.

Stocks for the Long Run


Author: Jeremy J. Siegel
Publisher: McGraw Hill Professional
ISBN: 9780071423526
Category: Business & Economics
Page: 388
View: 2183
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"One of the ten best investing books of all time."--The Washington Post One of investing's most celebrated icons updates his classic work to reflect today's world and markets In this long-awaited and eagerly anticipated update, Jeremy iegel provides his legendary perspective and guidance to an investment world turned upside down. Stocks for the Long Run combines a compelling and timely portrait of today's turbulent stock market with the strategies, tools, and techniques investors need to maintain their focus and achieve meaningful stock returns over time. This completely updated edition includes entirely new data, charts, and figures as it provides answers on the five major issues concerning investors and professionals today: How will events related to September 11 tragedy affect long-term market returns? What behavioral roadblocks stand in the way of achieving financial success? Are "countries" still relevant for global investing? Will stock "indexing" match its past performance? Can tomorrow's stock market deliver the same returns as markets in the past? Praise for previous editions of Stocks for the Long Run: "Should command a central place on the desk of any 'amateur' investor or beginning professional."--Barron's "A simply great book."--Forbes

The Future for Investors

Why the Tried and the True Triumphs Over the Bold and the New
Author: Jeremy J. Siegel
Publisher: Crown Business
ISBN: 0307236641
Category: Business & Economics
Page: 288
View: 5289
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The new paradigm for investing and building wealth in the twenty-first century. The Future for Investors reveals new strategies that take advantage of the dramatic changes and opportunities that will appear in world markets. Jeremy Siegel, one of the world’s top investing experts, has taken a long, hard, and in-depth look at the market and the stocks that investors should acquire to build long-term wealth. His surprising finding is that the new technologies, expanding industries, and fast-growing countries that stockholders relentlessly seek in the market often lead to poor returns. In fact, growth itself can be an investment trap, luring investors into overpriced stocks and overly competitive industries. The Future for Investors shatters conventional wisdom and provides a framework for picking stocks that will be long-term winners. While technological innovation spurs economic growth, it has not been kind to investors. Instead, companies that have marketed tried-and-true products for decades in slow-growth or even declining industries have superior returns to firms that develop “the bold and the new.” Industry sectors many regard as dinosaurs—railroads and oil companies, for example—have actually beat the market. Professor Siegel presents these strategies within the context of the coming shift in global economic power and the demographic age wave that will sweep the United States, Europe, and Japan. Contrary to the popular belief that these economic and demographic trends doom investors to poor returns, Professor Siegel explains the True New Economy and how to take advantage of the coming surge in invention, discovery, and economic growth. The faster the world changes, the more important it is for investors to heed the lessons of the past and find the tried-and-true companies that can help you beat the market and prosper in the years ahead. From the Hardcover edition.

The Only Guide to a Winning Investment Strategy You'll Ever Need

The Way Smart Money Preserves Wealth Today
Author: Larry E. Swedroe
Publisher: St. Martin's Press
ISBN: 1429972955
Category: Business & Economics
Page: 352
View: 4648
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Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

The Neatest Little Guide to Stock Market Investing


Author: Jason Kelly
Publisher: Penguin
ISBN: 0452298628
Category: Business & Economics
Page: 314
View: 8186
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A guide for beginning investors provides detailed advice on how to make wise stock selections, decodes difficult expressions and terms used on the stock markets, and alleviates the tension of making the right investments.

Guide to Investment Strategy

How to Understand Markets, Risk, Rewards and Behaviour
Author: Peter Stanyer
Publisher: John Wiley & Sons
ISBN: 1118163249
Category: Business & Economics
Page: 304
View: 9106
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Investing for a Lifetime

Managing Wealth for the "New Normal"
Author: Richard C. Marston
Publisher: John Wiley & Sons
ISBN: 1118918681
Category: Business & Economics
Page: 272
View: 7636
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Investing for a Lifetime is designed to make saving and investing understandable to the investor. Wharton Professor Richard C. Marston, 2014 recipient of the Investment Management Consultants Association’s prestigious Matthew R. McArthur Award, guides an investor through the main investment decisions throughout a lifetime. Investing for a Lifetime shows: how younger investors can set savings goals how both younger and older investors can choose investment portfolios to achieve these goals how investors can sustain spending once reaching retirement. Younger and older investors alike should understand savings goals that will provide enough income to sustain spending in retirement. They should devise rates of saving that allow them to reach their goals by the time of retirement. Though retirement is often the main goal of investing, it’s not the only one. Marston discusses how funding a child’s education or saving for a down payment for a home affects overall saving. Sensible investing is also necessary for savings goals to be realized. Investing need not be complicated, but Marston explains that a diversified portfolio should include a mix of different types of U.S. stocks, foreign stocks, real estate as well as bonds. He describes each of these asset classes and shows how they fit in an investor’s portfolio. He shows how investors can monitor the performance of their portfolios by establishing benchmarks for each asset class to judge how well their investments are doing. He focuses particular attention on those investors nearing retirement. In today’s low interest rate environment, he discusses whether it is possible to fund retirement from interest and dividends alone. He shows how savings combined with Social Security can fund retirement spending. And he asks how the “New Normal” of lower returns might force investors to save more than in past decades, and to spend less in retirement than in the past. Investing for a Lifetime is for investors who want to understand more about the savings and investment process, particularly those who worry about whether their retirement savings will last a lifetime.

Triumph of the Optimists

101 Years of Global Investment Returns
Author: Elroy Dimson,Paul Marsh,Mike Staunton
Publisher: Princeton University Press
ISBN: 9781400829477
Category: Business & Economics
Page: 352
View: 1309
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Investors have too often extrapolated from recent experience. In the 1950s, who but the most rampant optimist would have dreamt that over the next fifty years the real return on equities would be 9% per year? Yet this is what happened in the U.S. stock market. The optimists triumphed. However, as Don Marquis observed, an optimist is someone who never had much experience. The authors of this book extend our experience across regions and across time. They present a comprehensive and consistent analysis of investment returns for equities, bonds, bills, currencies and inflation, spanning sixteen countries, from the end of the nineteenth century to the beginning of the twenty-first. This is achieved in a clear and simple way, with over 130 color diagrams that make comparison easy. Crucially, the authors analyze total returns, including reinvested income. They show that some historical indexes overstate long-term performance because they are contaminated by survivorship bias and that long-term stock returns are in most countries seriously overestimated, due to a focus on periods that with hindsight are known to have been successful. The book also provides the first comprehensive evidence on the long-term equity risk premium--the reward for bearing the risk of common stocks. The authors reveal whether the United States and United Kingdom have had unusually high stock market returns compared to other countries. The book covers the U.S., the U.K., Japan, France, Germany, Canada, Italy, Spain, Switzerland, Australia, the Netherlands, Sweden, Belgium, Ireland, Denmark, and South Africa. Triumph of the Optimists is required reading for investment professionals, financial economists, and investors. It will be the definitive reference in the field and consulted for years to come.

The new contrarian investment strategy


Author: David N. Dreman
Publisher: Random House Inc
ISBN: 9780394523644
Category: Business & Economics
Page: 343
View: 1572
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Includes an up-to-date analysis of today's investment environment, the collapse of the bond market, the plummeting prices of precious metals, and new material on the contrarian investment strategy

Total Clarity

Understanding the Four Keys to Successful Investing
Author: Lucien A. Stephenson
Publisher: BookBaby
ISBN: 1543912346
Category: Business & Economics
Page: 200
View: 353
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Let’s face it – investing is a complicated process for most investors. I mean after all, look at the marketplace for investment products. The industry is now at the point of trying to market, and convince investors to rely on, computer-based “algorithms” – when investors have no idea how they work. But they are still being expected to entrust their future profits to them! The fact of the matter is that investing is both empirical and behavioral in nature. Investment success requires Clarity in the who, what, where, when, why and how of investing. The problem most investors face is the inability to think with Clarity about the investments they own or why they own them in the first place. To many uninformed investors, volatility is considered risky and they fear it. In spite of the fear, volatility is an advantage and helps grow profits – that is, if investors really wish to be successful over a long-term period. Unfortunately, many investors do not have the Flexibility or choose advisors who have it, nor Transparency in the information they get to see or take advantage of the opportunities the marketplace creates for them to be successful investors long-term. Clarity – The ability to know what investments you own; the ability to understand why you own them in the first place. That is investing in a nutshell. I believe the key to successful investing must lie in what I refer to as the, “Four Key Components to Successful Investing.” Those four keys include your Investment Philosophy, your Strategy, along with Flexibility and Transparency. When you are missing even one of the “Four Keys”, you increase your risk beyond what is necessary – and lose out on potential profits that mean much more money for you in the long run. A business owner intuitively knows that the “Four Keys” are a function of running his business, too. A business owner will more than likely know what his Philosophy and Strategy (a mission statement, a business plan, processes and procedures) are for the growth of the enterprise. Additionally, he will have Flexibility in running his business (decision-making, changes in direction, and so on) and the Transparency (enough facts and real data) to assist in making business decisions. That approach helps a business owner to “invest time and energy with clarity in his business”, just as it helps any investor build and manage a profitable portfolio with success.

DIY Financial Advisor

A Simple Solution to Build and Protect Your Wealth
Author: Wesley R. Gray,Jack R. Vogel,David P. Foulke
Publisher: John Wiley & Sons
ISBN: 1119124913
Category: Business & Economics
Page: 224
View: 3446
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DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can—or should—we be managing our own wealth? Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you—not for someone else!

Buy, Hold, and Sell!

The Investment Strategy That Could Save You From the Next Market Crash
Author: Ken Moraif
Publisher: John Wiley & Sons
ISBN: 1118951514
Category: Business & Economics
Page: 224
View: 1840
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Protect your retirement from the next big crash with a New Twist on the Old Investment Strategy. For years, advisors have recommended that investors take a "buy and hold" approach to the market, but people over fifty can't afford to rely on this strategy. Buy, Hold, & SELL! uncovers the myth of the "buy and hold" investment philosophy, and explains why it's dangerously incomplete. Written by Ken Moraif, one of Barron’s top 100 Financial Advisors in the United States three years a row and who called the 2008 market crash in November of 2007, this book outlines an alternative strategy that better serves investors who are at retirement age. Written in easy-to-understand language and buoyed by Ken's trademark humor, this guide shoots down the myths that keep investors in risky markets, and arms readers with the knowledge, motivation, and strategies that may help them survive-and even thrive-during the inevitable next bear market. Too many retirees lost a large percentage of their investments during the market collapse of 2008 and spent years trying to regain their footing. During the collapse, many advisors told their clients to stay in the market. Ken did the opposite, advising his clients and listeners of his popular radio show “Money Matters” to get out of the market in November of 2007-before the economic meltdown. With this book, Ken shares his 26 years of experience to help investors prepare for the imminent bear market that could devastate their retirement plans. For those looking to build a sound financial plan for the long run, this book provides expert insight and solid advice with supporting charts, graphs, statistics, and anecdotes. Understand the buy-hold-SELL strategy Learn how to design a sell strategy to protect principal in the next bear market Find clear-cut information regarding retirement finances Discover the benefits of a diversified portfolio This book expands upon old advice to provide the most important part of the equation: a sell strategy designed to protect principal. The goal of Buy, Hold, & SELL! is not to make investors rich quick, but to help keep them from becoming poor.

The Little Book That Still Beats the Market


Author: Joel Greenblatt
Publisher: John Wiley & Sons
ISBN: 0470926716
Category: Business & Economics
Page: 208
View: 4320
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In 2005, Joel Greenblatt published a book that is already considered one of the classics of finance literature. In The Little Book that Beats the Market—a New York Times bestseller with 300,000 copies in print—Greenblatt explained how investors can outperform the popular market averages by simply and systematically applying a formula that seeks out good businesses when they are available at bargain prices. Now, with a new Introduction and Afterword for 2010, The Little Book that Still Beats the Market updates and expands upon the research findings from the original book. Included are data and analysis covering the recent financial crisis and model performance through the end of 2009. In a straightforward and accessible style, the book explores the basic principles of successful stock market investing and then reveals the author’s time-tested formula that makes buying above average companies at below average prices automatic. Though the formula has been extensively tested and is a breakthrough in the academic and professional world, Greenblatt explains it using 6th grade math, plain language and humor. He shows how to use his method to beat both the market and professional managers by a wide margin. You’ll also learn why success eludes almost all individual and professional investors, and why the formula will continue to work even after everyone “knows” it. While the formula may be simple, understanding why the formula works is the true key to success for investors. The book will take readers on a step-by-step journey so that they can learn the principles of value investing in a way that will provide them with a long term strategy that they can understand and stick with through both good and bad periods for the stock market. As the Wall Street Journal stated about the original edition, “Mr. Greenblatt…says his goal was to provide advice that, while sophisticated, could be understood and followed by his five children, ages 6 to 15. They are in luck. His ‘Little Book’ is one of the best, clearest guides to value investing out there.”

The Little Book of Common Sense Investing

The Only Way to Guarantee Your Fair Share of Stock Market Returns
Author: John C. Bogle
Publisher: John Wiley & Sons
ISBN: 9780470893333
Category: Business & Economics
Page: 240
View: 2276
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“There are a few investment managers, of course, who are very good – though in the short run, it’s difficult to determine whether a great record is due to luck or talent. Most advisors, however, are far better at generating high fees than they are at generating high returns. In truth, their core competence is salesmanship. Rather than listen to their siren songs, investors – large and small – should instead read Jack Bogle’s The Little Book of Common Sense Investing.” – Warren Buffett, Chairman of Berkshire Hathaway, 2014 Annual Shareholder Letter. Investing is all about common sense. Owning a diversified portfolio of stocks and holding it for the long term is a winner’s game. Trying to beat the stock market is theoretically a zero-sum game (for every winner, there must be a loser), but after the substantial costs of investing are deducted, it becomes a loser’s game. Common sense tells us—and history confirms—that the simplest and most efficient investment strategy is to buy and hold all of the nation’s publicly held businesses at very low cost. The classic index fund that owns this market portfolio is the only investment that guarantees you with your fair share of stock market returns. To learn how to make index investing work for you, there’s no better mentor than legendary mutual fund industry veteran John C. Bogle. Over the course of his long career, Bogle—founder of the Vanguard Group and creator of the world’s first index mutual fund—has relied primarily on index investing to help Vanguard’s clients build substantial wealth. Now, with The Little Book of Common Sense Investing, he wants to help you do the same. Filled with in-depth insights and practical advice, The Little Book of Common Sense Investing will show you how to incorporate this proven investment strategy into your portfolio. It will also change the very way you think about investing. Successful investing is not easy. (It requires discipline and patience.) But it is simple. For it’s all about common sense. With The Little Book of Common Sense Investing as your guide, you’ll discover how to make investing a winner’s game: Why business reality—dividend yields and earnings growth—is more important than market expectations How to overcome the powerful impact of investment costs, taxes, and inflation How the magic of compounding returns is overwhelmed by the tyranny of compounding costs What expert investors and brilliant academics—from Warren Buffett and Benjamin Graham to Paul Samuelson and Burton Malkiel—have to say about index investing And much more You’ll also find warnings about investment fads and fashions, including the recent stampede into exchange traded funds and the rise of indexing gimmickry. The real formula for investment success is to own the entire market, while significantly minimizing the costs of financial intermediation. That’s what index investing is all about. And that’s what this book is all about.

Investing for the Long Term


Author: Francisco Parames
Publisher: John Wiley & Sons
ISBN: 1119430682
Category: Business & Economics
Page: 312
View: 3216
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Make the smartest choices you can with this must-have read for investors by one of the world's legendary value investors World-renowned investor Francisco García Paramés shares his advice and tips on making smart investments in this must-have book for those looking to make smarter choices for their portfolio. Investing for the Long Term is divided in two parts. The first is formed by three chapters covering Francisco's education and first steps, his initial experience as an investor working alone, and the team work after 2003. This riveting section covers the end of the biggest bull market of the 20th century and the technological and financial crashes of 2000 and 2008. How the team dealt with all that is an interesting personal account that can help you deal with similar situations, should they occur. The second part of the book covers the cornerstones of Francisco's philosophy. It starts with a chapter in Austrian economics, in his view the only sensible approach to economics, which has helped him enormously over the years. It follows with an explanation of why one has to invest in real assets, and specifically in shares, to maintain the purchasing power of ones savings, avoiding paper money (fixed income) at all costs. The rest of the book shows how to invest in shares. Discover the amazing investing principles of one of the most successfully fund managers in the world Examine how one man and his company weathered the two of modern times’ biggest economic crashes Learn how to safely invest your savings Value investing and effective stock-picking underlie some of the world's most successful investment strategies, which is why Investing for the Long Term is a must-have read for all investors, young and old, who wish to improve their stock selection abilities.

John Bogle on Investing

The First 50 Years
Author: John C. Bogle
Publisher: John Wiley & Sons
ISBN: 1119088364
Category: Business & Economics
Page: 512
View: 8184
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John C. Bogle is one of the 20th century's towering financial giants. Deeply concerned by the devastating impact of high mutual fund costs on the long-term returns earned by investors, he founded Vanguard in 1974. In the space of a few years, he introduced the index mutual fund, pioneered the modern no-load mutual fund, and redefined bond fund management. By creating a novel mutual fund enterprise owned by its shareholders, he gave millions of investors a new and high-powered way to invest and was among the first authoritative voices to challenge the financial establishment. And John Bogle is still in there fighting. John Bogle on Investing contains the best of the scores of speeches he's delivered over the years and revisits the important investment themes from which Bogle rarely strayed during his illustrious career: The majesty of simplicity in investment strategy The productive economics of long-term investing The counterproductive emotions that can forfeit investment success The universality of indexing in the financial markets Minimizing the "fiscal drag" of sales charges, management fees, turnover costs, and opportunity cost

Investing in Commodities


Author: Tom Lydon
Publisher: Pearson Education
ISBN: 0132467348
Category: Business & Economics
Page: 10
View: 4636
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This Element is an excerpt from The ETF Trend Following Playbook: Profiting from Trends in Bull or Bear Markets with Exchange Traded Funds (ISBN: 9780137029013) by Tom Lydon. Available in print and digital formats. Discover the easiest way to profit from the next bull market in commodities: ETFs. Commodities rarely correlate perfectly to the world’s stock markets. Because commodities operate along their own individual trends and are now available in ETFs, they can make excellent additions to any portfolio. You now have many options for participating in a commodities bull market.

High Returns from Low Risk

A Remarkable Stock Market Paradox
Author: Pim van Vliet,Jan de Koning
Publisher: John Wiley & Sons
ISBN: 1119351057
Category: Business & Economics
Page: 164
View: 2908
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High Returns from Low Risk: A remarkable stock market paradox combines the latest behavioral investing insights with 85 years of stock market data to prove that investing in low-volatility, low-risk stocks provides market beating returns, outperforming higher-risk stocks by an order of magnitude. Through a deep historical simulation period, the authors prove that their formula works even better than Greenblatt's ('The Little Book That (still) Beats The Market'), delivering higher returns per unit of risk. They go on to show how investors can construct a low-risk portfolio for themselves, or select the right ETF or active low-risk fund to manage their money, and explain why investing in low-risk stocks works and will continue to work into the future, even after the paradox becomes better known. The Investment Paradox enables readers to achieve excellent, long-term investment results, while lowering their exposure to risk. --Publisher.

Risk Less and Prosper

Your Guide to Safer Investing
Author: Zvi Bodie,Rachelle Taqqu
Publisher: John Wiley & Sons
ISBN: 1118206258
Category: Business & Economics
Page: 224
View: 2496
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A practical guide to getting personal investing right Somewhere along the way, something has gone very wrong with the way individuals save and invest. Too often, households are drawn in by promotional suggestions masquerading as impartial investment advice. Consumers get saddled with more risk than they realize. Authors Zvi Bodie and Rachelle Taqqu understand the dilemma that today's investors face, and with Risk Less and Prosper they will help you find your financial footing. Written in an accessible style, this practical guide skillfully explains why personal investing is all about you—your goals, your values and your career path. It shows how to understand investment risk and choose the particular blend of risk and safety that is right for you. And it lays out several simple yet powerful ways for small investors to cast a reliable safety net to achieve their financial goals and truly prosper. Coauthors Bodie and Taqqu challenge the myth that all investments require risk, then highlight some important risks that families often disregard when deciding where to put their money. Later, they connect the dots between investment and investor, showing us all how to grasp our own investment risk profiles and how we may use these insights to make more fitting investment choices. Outlines a straightforward way to invest by aligning your investments with your goals and the risk levels you can bear Provides basic investment abc's for readers who are otherwise literate Lays out a simple, actionable plan for achieving your goals Explains the role of risk-free assets and investment insurance in assuring that you reach your most essential goals Contrary to popular belief, investing doesn't have to be complicated. You can build wealth without taking great risks. Risk Less and Prosper will show you how to make investment decisions that will make your financial life less stressful and more profitable.