Cargando…
Applied Equity Analysis and Portfolio Management + Online Video Course : Tools to Analyze and Manage Your Stock Portfolio.
A ""hands-on"" guide to applied equity analysis and portfolio management From asset allocation to modeling the intrinsic value of a stock, Applied Equity Analysis and Portfolio Management + Online Video Course offers readers a solid foundation in the practice of fundamental analy...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Wiley,
2014.
|
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Applied Equity Analysis and Portfolio Management; Contents; Preface; Acknowledgments; Chapter 1 Perspectives on Active and Passive Money Management; Terminology: Investors, Investment Vehicles, Risk and Return; Relative versus Absolute Return Investing; Alpha and Beta: Excess Returns and Market Risk; The Top-Down Fundamental Analysis Process; Why Stocks with Solid Fundamentals Outperform over Long Horizons; The Record of Professional Money Managers; Why Do Active Managers Underperform?; Market Efficiency, Behavioral Finance, and Adaptive Expectations; Market Efficiency; Behavioral Finance.
- The Adaptive Markets HypothesisAdditional Perspectives on Investing; John Bogle: An Index Fund Fundamentalist (2002); Charles Ellis: "Levels of the Game" (2000); Charles Ellis: "The Winner's Game" (2003); Dorn, Dorn, and Sengmueller: "Why Do People Trade?" (2008); John Maynard Keynes: Chapter 12 of the General Theory; Professional Investment Policy Statements; Morgan Stanley Focus Growth Strategy Profile (2013, Edited); A Sample Investment Policy; Summary; Questions; Answers to Selected Questions; References; Notes; Chapter 2 Analyzing the Macro-Finance Environment.
- Economic Analysis: The First Step of a Top-Down Fundamental ProcessSector Rotation; Writing Guidelines; Data Considerations: Nominal and Real Time Series; National Income, Corporate Profits, and Job Creation; Leading Economic Indicators; LE-1. The Average Length of the Manufacturing Workweek (weight = 27.8%); LE-2. Institute for Supply Management New Manufacturing Orders Index (weight = 16.5%); LE-3. University of Michigan Consumer Sentiment Index (weight = 15.5%); LE-4. Interest Rate Spread, 10-Year Treasury Yield Minus Fed Funds Rate (weight = 10.7%).
- LE-5. Manufacturers' New Orders for Consumer Goods and Materials (weight = 8.1%)LE-6. Chicago Federal Reserve's National Credit Conditions Index (weight = 7.9%); LE-7. Stock Prices, S & P 500 Index (weight = 3.8%); LE-8. Manufacturers' New Orders, Nondefense Capital Goods (weight = 3.6%); LE-9. Average Weekly Claims for Unemployment Insurance (weight = 3.3%); LE-10. Building Permits, New Private Housing Units (weight = 2.7%); Coincident Economic Indicators; CO-1. Nominal and Real Total Retail Sales (weight = 53.2%); CO-2. Employees on Nonagricultural Payrolls (weight = 26.0%).
- CO-3. Personal Income Less Transfer Payments (weight = 13.6%)CO-4. Index of Industrial Production (weight = 7.3%); Lagging Economic Indicators; LA-1. Average Prime Rate (weight = 28.2%); LA-2. Ratio of Consumer Installment Credit/Personal Income (weight = 21.0%); LA-3. Consumer Price Index for Services (weight = 19.6%); LA-4. Inventory to Sales Ratio, Manufacturing and Trade (weight = 12.6%); LA-5. Commercial and Industrial Loans (weight = 9.7%); LA-6. Unit Labor Cost, Manufacturing (weight = 6.2%); LA-7. Average Duration of Unemployment (weight = 3.7%); Supplemental Economic Indicators.