Investing can seem like a broad topic to master, and the number of online investing resources exacerbate the situation. This book cuts the topic down to size by dividing the investment field into the subjects that investors need the most and focusing on tools that can really make a difference. This book is divided into nine chapters:
- Chapter 1, Screening Investments
The number of investments clamoring for your investment dollars is enough to make you slump in front of your computer drooling. A series of tests that investments must pass to earn your attention can filter the field down to a manageable number for further evaluation.
- Chapter 2, Hacking Excel for Financial Analysis
Excel offers numerous features that can make your investing faster and easier—if only you knew about them. This tour of Excel features can jet-fuel all your spreadsheet work.
- Chapter 3, Collecting Financial Data
Investment research can consume all the data you’re willing to feed it. Find out where the best data is located, how much it costs, and when enough is enough.
- Chapter 4, Analyzing Company Fundamentals
Evaluating the fundamental measures of company performance can be the beginning of a beautiful financial relationship—quality companies can grow for decades, pulling their stock prices up with their sales and earnings. Learn the basics of fundamental analysis and dig into its details.
- Chapter 5, Technical Analysis
Stock prices follow somewhat predictable patterns, which traders use to buy and sell stocks for financial gain. Fundamental investors can follow these same patterns to choose advantageous times to buy or sell their holdings. If you’re new to technical analysis, read the hacks in this chapter to learn about the most popular technical tools and find additional resources for your study.
- Chapter 6, Executing Trades
Your investment research won’t do you much good until you actually buy or sell investments. Learn to choose appropriate types of trades to make the most of online transactions while avoiding problems.
- Chapter 7, Investing in Mutual Funds
Many investors think they don’t have to worry about their mutual fund investments because funds have managers to produce the results they advertise. Choosing a good mutual fund for your portfolio can mean years of minor checkups and major investment returns. But that requires some good research up front and the occasional peek at performance.
- Chapter 8, Managing Your Portfolio
A portfolio is like a garden: it contains a lot of green and you want it to grow. Learn how to weed and feed your investment portfolio to get the results you want.
- Chapter 9, Financial Planning
Success means achieving your goals without having to sacrifice too much. Planning helps. Picking the right investment strategies can be as important as picking the right investments. These hacks show you how to pull unconnected goals and investments into a solid financial plan.
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