Standard & Poor's guide to the perfect portfolio Five steps to allocate your assets and ensure a lifetime of wealth
Book - 2008
Saved in:
- Subjects
- Published
-
New York, NY :
Mcgraw-Hill
c2008.
- Language
- English
- Main Author
- Physical Description
- ix, 229 p. ; 24 cm
- Bibliography
- Includes bibliographical references and index.
- ISBN
- 9780071479349
- Introduction
- Part I. Overview
- Chapter 1. Allocating Your Assets: The Five Most Important Steps
- Chapter 2. Asset Allocation Ingredients: Choosing Between the Asset Classes
- Chapter 3. The Packaging of the Asset Class: Choosing Between a Mutual Fund Or Another Packaged Product
- Chapter 4. The Location of Your Assets: Choosing the Right Accounts
- Chapter 5. The Cost of Financial Assets: Understanding the impact of Fees and Taxes
- Chapter 6. The Impact of Economic Events on Your Portfolio
- Part II. Determining Your Asset Allocation Mix
- Chapter 7. The Three Primary Factors in Determining an Allocation Mix: Your Stage in Life, When You Will Need the Money, and Your Risk Tolerance
- Chapter 8. The Six Secondary Factors That Influence How You Construct Your Portfolio: Your Age, Gender Marital Status, Investing Experience, Dependents, and Affluence
- Part III. The Five Investment Strategies
- Chapter 9. Capital Preservation
- Chapter 10. Conservative Income
- Chapter 11. Growth and Income
- Chapter 12. Growth
- Chapter 13. Aggressive Growth
- Part IV. Summing It Up
- Chapter 14. Ten Ways to Grow and Ensure Wealth
- Chapter 15. Putting It All Together
- Index