Digital Wealth : An Automatic Way to Invest Successfully.
Simon. Moore
Bok Engelsk 2015 · Electronic books.
| Omfang | 1 online resource (143 pages)
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| Utgave | 1st ed.
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| Opplysninger | Intro -- Title page -- Copyright -- Dedication -- Preface -- Note -- Acknowledgments -- Chapter 1 America's Savings Challenge -- We Don't Save Enough -- The Key Change in America's Retirement Planning Process -- How Financial Innovation Helps -- The Magic of a 15 Percent Savings Rate -- Notes -- Chapter 2 The Risk of Not Investing in Stocks -- The Short-Term Risks -- The Historical Perspective -- The Logic -- Chapter 3 The Enemies of a Stock Portfolio -- Why Inflation Matters -- Treasury Inflation-Protected Securities (TIPS) -- Asset Confiscation -- Recession -- Chapter 4 The Value of Time for Investors -- Why Long-Term Stock Investing Is Less Risky than It May Seem -- The Long-Term Picture -- How Bonds Can Help -- Note -- Chapter 5 Core Assets of a Robust Portfolio -- Asset Classes We Include -- Individual Asset Classes We Exclude -- Notes -- Chapter 6 Dynamic Asset Selection: Determining the Lowest-Cost Option for Each Portfolio -- Chapter 7 What Software Does Better than People -- How Software Helps Investors -- Example: All the Decisions an Algorithm Makes -- Chapter 8 How International Investing Can Smooth Returns -- Demographics Matter -- Diversification Improves Your Industry Mix -- Notes -- Chapter 9 The Advantages of Exchange-Traded Funds -- The Benefits of ETFs -- In-Kind Transfers -- The Risks of ETFs -- Securities Lending Policies -- Notes -- Chapter 10 The Triumph of Low-Cost Investing: How Paying Less Gets You More -- Fooled by Randomness -- A Triumph of Marketing over Results -- Notes -- Chapter 11 Learning from Nobel Prize Winners -- Milton Friedman, 1976 -- James Tobin, 1981 -- Harry Markowitz, 1990 -- William Sharpe, 1990 -- Daniel Kahnemann, 2002 -- Eugene Fama and Robert Shiller, 2013 -- Chapter 12 The Costs of Being Active -- The Cost of Closet Indexing -- The Other Costs of Active Management -- Notes.. - Chapter 13 The Greatest Mistakes Made by Novice Investors -- Starting Saving Too Late -- Are You Using Tax Shelters Effectively? -- Are You Taking Advantage of 401(k) Matching If Available? -- Are You Diversified Internationally? -- Are You Chasing Returns? -- Are You Overpaying in Fees? -- Are You Tracking the Right Index? -- Do You Trade Too Much? -- Chapter 14 Tilts and Other Ways to Help Long-Term Performance -- History of Market Thought -- Data Mining -- Debunking Strong-Form Market Efficiency -- Rationality -- The January Effect -- Sell in May and Go Away -- Momentum -- Value -- Small Cap -- Quality -- Longer-Term Mean Reversion -- Assessing Tilts in a Portfolio Context -- Notes -- Chapter 15 Establishing a Tax-Efficient Portfolio -- Tax Shelters -- Tax Efficiency for Retirement -- Tax Efficiency for College -- Tax Efficiency for Giving -- Tax-Efficient Asset Placement -- Tax Loss Harvesting -- Offsetting Gains with Losses -- The Principal of Tax Deferral -- How Tax Loss Harvesting Works -- Challenges of Implementing Tax Loss Harvesting -- Conclusion -- Chapter 16 The Value of Rebalancing and Glidepaths -- Rebalancing Keeps a Portfolio on Course -- Tiered Rebalancing -- Glidepaths -- Notes -- Chapter 17 How to Manage a Market Crash -- Keep Stock Market Investing for Longer-Term Money -- Making Saving an Ongoing Activity -- Pay Attention to Extremes of Long-Term Valuation Signals -- Don't Consider Stocks in Isolation -- Remember that You May Underestimate Your Risk Tolerance in Good Markets -- Chapter 18 Your Own Worst Enemy Is in the Mirror -- The Biggest Threat to Your Returns Is in the Mirror -- Always a Reason to Avoid Staying Out -- The Returns You See Aren't the Ones You Get after Tax -- The Media Isn't Your Friend -- Overtrading -- Home Bias -- Failing to Take a Long-Term Perspective -- Availability Bias -- Chasing Performance.. - Ignoring Fees -- Holding Too Much Cash -- How Software Can Help -- Note -- Chapter 19 Saving for Goals beyond Retirement -- Tax Efficiency -- Portfolio Construction -- Emergency Funds -- Investment Flow Chart -- Chapter 20 A History of Diversified Portfolio Performance -- Stocks vs. Bonds -- The Impact of Recessions -- The Impact of Inflation -- The Danger of Averages -- The Benefits of Combination -- An Emerging Market that Has Emerged -- Chapter 21 The Future of Wealth Management -- Lower Costs -- Democratization of Services -- Increasing Customer Intimacy -- Improved Financial Awareness -- Note -- Chapter 22 Conclusion -- Author's Disclaimer -- About the Author -- Index -- EULA.
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| Emner | |
| Sjanger | |
| Dewey | |
| ISBN | 9781119118473
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| ISBN(galt) |
