How to Beat the Managed Funds by 20%

How to Beat the Managed Funds by 20%
Author: Dale Gillham
Publisher:
Total Pages: 177
Release: 2005
Genre: Finance, Personal
ISBN: 9780646446394

This fascinating book shows how, by simply investing in the some of Australia s biggest and strongest companies, you can not only achieve very profitable returns but also beat the managed funds by at least 20 per cent. In this updated and revised edition, Dale Gillham, one of Australia's most respected analysts has achieved a profitable return of 30 per cent consistently on the Australian share market. He provides a practical and easy approach to profiting consistanly from the share market with simple workable strategies including how to: select winning stocks to suit your trading style; construct a powerful portfolio that performs regardless of the market direction; successfully reduce your risk and increase your probability of making a profit; and accelerate your profits using leverage.

Accelerate Your Wealth

Accelerate Your Wealth
Author: Dale Gillham
Publisher:
Total Pages: 216
Release: 2018-05
Genre:
ISBN: 9780646985343

Accelerate Your Wealth helps just about anyone take control to invest directly with confidence using simple DIY stock market investment strategies. From the bestselling author of How to Beat the Managed Funds by 20%, Dale Gillham provides another compelling book on why investors and traders should consider taking the bull by the horns and investing directly in the stock market. With Dale¿s no-nonsense approach to trading, millennials through to those in retirement, regardless of whether they are a novice or experienced investor or trader, gain the confidence and know-how to achieve their goal of profitably trading the stock market. With nothing to lose and everything to gain, those looking to accelerate their wealth learn to take control of their financial destiny and achieve financial independence with Dale¿s roadmap to master the stock market.

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

The Only Guide to a Winning Investment Strategy You'll Ever Need
Author: Larry E. Swedroe
Publisher: Macmillan + ORM
Total Pages: 197
Release: 2005-01-01
Genre: Business & Economics
ISBN: 1429972955

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.

Can I Retire Yet?

Can I Retire Yet?
Author: Darrow Kirkpatrick
Publisher: StructureByDesign
Total Pages: 276
Release: 2016-05-20
Genre:
ISBN: 9780989283021

You've worked hard, lived carefully, and saved diligently. You've reached major milestones and accumulated more assets than you dreamed possible, and yet you hesitate. ""Can I retire?"" This book will help answer that question by showing you.... The tools you need to live a secure and independent retirement, without worrying about money What you must know before leaving a career behind How much it will cost you to live in retirement, and how to manage your cash flow The current choices for retirement health care, including lesser-known but effective options The threat from inflation: two secrets that politicians and bankers will never admit A realistic assessment of the impact that income taxes will have on your retirement Social Security's role in your retirement: when you should claim and how much it's worth to you How to construct and manage an investment portfolio for income and growth in retirement About immediate annuities and why you need multiple sources of retirement income The key variables and unknowns in your retirement withdrawal equation Reviews of the best retirement calculators, and tips for how to use them accurately Beyond the simplistic 4% Rule to the latest research on safe withdrawal rates Realistic bracketing of your retirement savings needs, without over caution or overconfidence The history of economic cycles and the related asset classes for optimal retirement security A survey of strategies plus original research for how to orchestrate your retirement distributions A practical "retirement fuel gauge" alerting you to problems while you still have time to act Backup plans: the "lifeboat strategies" for ensuring you'll never be without essential income The 6 crucial questions to answer before you can retire The one, simple, powerful, non-financial reason that you can and should retire earlier than later

The Great Mutual Fund Trap

The Great Mutual Fund Trap
Author: Gregory Arthur Baer
Publisher: Broadway
Total Pages: 335
Release: 2002
Genre: Business & Economics
ISBN: 9780767910712

Drawing on years of experience, two financial experts warn investors of the potential financial hazards of mutual funds, discussing the hidden costs of such funds, providing realistic insights into how such funds operate, and offering helpful advice on how to protect one's investments.

How to Make Your Money Last

How to Make Your Money Last
Author: Jane Bryant Quinn
Publisher: Simon and Schuster
Total Pages: 267
Release: 2016-01-05
Genre: Business & Economics
ISBN: 1476743789

New York Times–Bestselling Author: An updated edition of the “treasure chest of financial secrets. . . . for anyone who is about to retire or has retired” (Forbes). Will you run out of money in your senior years? That’s the biggest worry for people newly retired or planning to retire. Renowned financial journalist Jane Bryant Quinn tells you how to squeeze a higher income from all your assets—including: *your social security account (get every dollar you’re entitled to) *a pension (discover whether a lump sum or a lifetime monthly income will pay you more) *your home equity (sell, rent, or take a reverse mortgage?) *savings (how to use them safely to raise your monthly income) *retirement accounts (invest the money for growth in ways that let you sleep at night) *and—critically—how much of your savings you can afford to spend every year without running out Completely updated to reflect changes in tax legislation, health insurance, and investment realities, this “highly valuable resource” (Publishers Weekly, starred review) provides straightforward solutions to the universal retirement dilemma—how to make your limited savings last for life—covering mortgages, social security, income investing, annuities, and more. “Quinn writes with clarity and compassion about the often stressful subject of retirement finances.” —The Boston Globe “One of the country’s leading commentators on finance . . . absolutely helpful.” —Booklist, starred review

Earn More (sleep Better)

Earn More (sleep Better)
Author: Richard Eli Evans
Publisher: Simon and Schuster
Total Pages: 280
Release: 1999
Genre: Index mutual funds
ISBN: 0684852500

This is likely to be the most important book you will ever read about investing. It recommends a very simple, step-by-step strategy to do what sophisticated professionals do -- use index funds as the vehicle of choice for their investment assets. Why Index Funds? For the fifteen-year period ending December 31, 1997, an S&P 500 index fund beat 90 percent of all diversified stock funds -- before counting sales charges and the tax advantage of index funds. In fact, index funds have outperformed non-index funds across a wide range of asset classes and time periods. What about individual stocks and bonds? Based on the evidence, investing with individual stocks, bonds, or conventional mutual funds is not likely to give you the best results. It makes more sense to invest with a diversified portfolio of index funds, balanced to fit your needs and goals. How do Index Funds perform in bear markets? Index funds in six recent bear markets held up better than conventional, non-index funds.

The Great Mutual Fund Trap

The Great Mutual Fund Trap
Author: Gregory Baer
Publisher: Currency
Total Pages: 352
Release: 2002-09-24
Genre: Business & Economics
ISBN: 0767910737

Convinced that your star mutual fund manager will help you beat the market? Eager to hear the latest stock picking advice on CNBC? FORGET ABOUT IT! The Great Mutual Fund Trap shows that the average mutual fund consistently underperforms the market, and that strategies for picking above-average funds -- everything from past performance to expert rankings -- are useless. Picking individual stocks on the advice of brokers and analysts works no better. The only sure things are the fees and commissions you’ll pay. Fortunately, the news is not all bad. Investors willing to ignore the constant drumbeat of “trade frequently,” “trust the experts,” and “beat the market” now have the opportunity to do better. Using new investing products investors can earn higher returns with lower risks. Drawing on their years of Wall Street, Treasury and Federal Reserve experience, Gary Gensler and Gregory Baer offer a fresh and realistic look at how money is managed in America. From new indexing strategies to risk-managed stock selection, The Great Mutual Fund Trap offers investors an escape from high costs and immunity from seductive marketing messages.

The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk

The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
Author: William J. Bernstein
Publisher: McGraw Hill Professional
Total Pages: 225
Release: 2000-10-13
Genre: Business & Economics
ISBN: 0071399577

Time-Tested Techniques - Safe, Simple, and Proven Effective - for Building Your Own Investment Portfolio. "As its title suggest, Bill Bernstein's fine book honors the sensible principles of Benjamin Graham in the Intelligent Investor Bernstein's concepts are sound, his writing crystal clear, and his exposition orderly. Any reader who takes the time and effort to understand his approach to the crucial subject of asset allocation will surely be rewarded with enhanced long-term returns." - John C. Bogle, Founder and former Chief Executive Officer, The Vanguard Group President, Bogle Financial Markets Research Center Author, common Sense on Mutual Funds. "Bernstein has become a guru to a peculiarly '90s group: well-educated, Internet-powered people intent on investing well - and with minimal 'help' from professional Wall Street." - Robert Barker, Columnist, BusinessWeek. "I go home and tell my wife sometimes, 'I wonder if [Bernstein] doesn't know more than me.' It's humbling." - John Rekenthaler, Research Chief, Morningstar Inc. William Bernstein is an unlikely financial hero. A practicing neurologist, he used his self-taught investment knowledge and research to build one of today's most respected investor's websites. Now, let his plain-spoken The Intelligent Asset Allocator show you how to use the time-honored techniques of asset allocation to build your own pathway to financial security - one that is easy-to-understand, easier-to-apply, and supported by 75 years of solid history and wealth-building results.

Managed Funds For Dummies

Managed Funds For Dummies
Author: Colin Davidson
Publisher: John Wiley & Sons
Total Pages: 371
Release: 2011-09-19
Genre: Business & Economics
ISBN: 073037646X

Created especially for the Australian customer! Find your way through the managed fund maze and make the most of your investments! Multi-sector equities? Concentrated funds? How about index funds? If you're being deafened by the volume of investment options, this accessible and informative guide shows you the way! Find the best fund for your needs with lots of insider tips. Make smart investment decisions that will pave your way to financial success! Understand what makes a managed fund tick — how managed funds differ from other investments Work out your investor profile — weighing up the level of risk you're willing to take to reap your rewards Appreciate class and style — how a mix of asset class and management style can produce the results you're after Identify the key players — what makes some funds stand out and what keeps them on top of the pile Calculate the costs — deciphering fees and commissions and making sure you're not paying too much Make sense of ratings — what the ratings agencies do and how you can get your head around their research Learn the tricks of the trade — easy tips and strategies for buying, selling and monitoring your fund Analyse fund performance — how to assess returns to enhance your investment success Open the book and find: Charts and tables to illustrate how managed funds work Checklists for understanding reports and filling in the forms Concise descriptions of the different fund types Useful websites for funds and regulators Tips for managing your own investment portfolio A comprehensive glossary to cut through the jargon Learn to: Understand the pros and cons of investing in Australian managed funds Find the best types of managed funds to meet your financial goals Implement investment strategies to maximise your money Identify risks and returns