Standard & Poor's guide to the perfect portfolio : five steps to allocate your assets and ensure a lifetime of wealth / Michael Kaye.
Record details
- ISBN: 0071479341
- ISBN: 9780071479349
- Physical Description: ix, 229 pages : illustrations ; 24 cm
- Publisher: New York : McGraw-Hill, [2008]
- Copyright: ©2008
Content descriptions
- General Note:
- Includes index.
- Formatted Contents Note:
- Chapter 1 Allocating Your Assets: The Five Most Important Steps 9 -- Chapter 2 Asset Allocation Ingredients: Choosing Between the Asset Classes 29 -- Chapter 3 Packaging of the Asset Class: Choosing Between a Mutual Fund Or Another Packaged Product 51 -- Chapter 4 Location of Your Assets: Choosing the Right Accounts 69 -- Chapter 5 Cost of Financial Assets: Understanding the impact of Fees and Taxes 91 -- Chapter 6 Impact of Economic Events on Your Portfolio 105 -- Part II Determining Your Asset Allocation Mix -- Chapter 7 Three Primary Factors in Determining an Allocation Mix: Your Stage in Life, When You Will Need the Money, and Your Risk Tolerance 115 -- Chapter 8 Six Secondary Factors That Influence How You Construct Your Portfolio: Your Age, Gender Marital Status, Investing Experience, Dependents, and Affluence 135 -- Part III Five Investment Strategies -- Chapter 9 Capital Preservation 147 -- Chapter 10 Conservative Income 157 -- Chapter 11 Growth and Income 171 -- Chapter 12 Growth 179 -- Chapter 13 Aggressive Growth 191 -- Part IV Summing It Up -- Chapter 14 Ten Ways to Grow and Ensure Wealth 201.
Search for related items by subject
- Subject:
- Investment analysis.
Available copies
- 1 of 1 copy available at NC Cardinal. (Show)
- 1 of 1 copy available at Iredell County Public Library.
Holds
- 0 current holds with 1 total copy.
Show Only Available Copies
| Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
|---|---|---|---|---|---|
| Statesville Main Library | 332.6 KAY (Text) | 33114015906696 | Adult Nonfiction | Available | - |
Accessibility Features
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| 245 | 1 | 0. | ‡aStandard & Poor's guide to the perfect portfolio : ‡bfive steps to allocate your assets and ensure a lifetime of wealth / ‡cMichael Kaye. |
| 246 | 3 | . | ‡aGuide to the perfect portfolio. |
| 246 | 3 | . | ‡aPerfect portfolio. |
| 264 | 1. | ‡aNew York : ‡bMcGraw-Hill, ‡c[2008] | |
| 264 | 4. | ‡c©2008 | |
| 300 | . | ‡aix, 229 pages : ‡billustrations ; ‡c24 cm | |
| 336 | . | ‡atext ‡btxt ‡2rdacontent | |
| 337 | . | ‡aunmediated ‡bn ‡2rdamedia | |
| 338 | . | ‡avolume ‡bnc ‡2rdacarrier | |
| 500 | . | ‡aIncludes index. | |
| 505 | 0 | 0. | ‡gChapter 1 ‡tAllocating Your Assets: The Five Most Important Steps ‡g9 -- ‡gChapter 2 ‡tAsset Allocation Ingredients: Choosing Between the Asset Classes ‡g29 -- ‡gChapter 3 ‡tPackaging of the Asset Class: Choosing Between a Mutual Fund Or Another Packaged Product ‡g51 -- ‡gChapter 4 ‡tLocation of Your Assets: Choosing the Right Accounts ‡g69 -- ‡gChapter 5 ‡tCost of Financial Assets: Understanding the impact of Fees and Taxes ‡g91 -- ‡gChapter 6 ‡tImpact of Economic Events on Your Portfolio ‡g105 -- ‡gPart II ‡tDetermining Your Asset Allocation Mix -- ‡gChapter 7 ‡tThree Primary Factors in Determining an Allocation Mix: Your Stage in Life, When You Will Need the Money, and Your Risk Tolerance ‡g115 -- ‡gChapter 8 ‡tSix Secondary Factors That Influence How You Construct Your Portfolio: Your Age, Gender Marital Status, Investing Experience, Dependents, and Affluence ‡g135 -- ‡gPart III ‡tFive Investment Strategies -- ‡gChapter 9 ‡tCapital Preservation ‡g147 -- ‡gChapter 10 ‡tConservative Income ‡g157 -- ‡gChapter 11 ‡tGrowth and Income ‡g171 -- ‡gChapter 12 ‡tGrowth ‡g179 -- ‡gChapter 13 ‡tAggressive Growth ‡g191 -- ‡gPart IV ‡tSumming It Up -- ‡gChapter 14 ‡tTen Ways to Grow and Ensure Wealth ‡g201. |
| 650 | 0. | ‡aInvestment analysis. ‡0(CARDINAL)242824 | |
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| 902 | . | ‡aMARCIVE 201909 | |
| 902 | . | ‡aMARCIVE 201912 | |
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