Getting Started in Investment Analysis | by Warren Brussee | 2009 | ISBN: 9780470283844. Investment Books. Investing EBooks. Prudent Investing Practices.
Getting Started in Investment Analysis
by Warren Brussee
John Wiley & Sons © 2009 (188 pages)
ISBN:9780470283844
Assuming no formal knowledge of statistics or in-depth training in quantitative analysis, this will help you make better overall judgments on the data related to your investments without doing complicated statistical analysis.
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Getting Started in Investment Analysis
Introduction – Getting a Feel for Your Own Investments
Element Key
Overview
Recognizing Meaningful Changes in Valid Data
Retirement Savings Have Unique Challenges
Data Analysis
Summary of the Book’s Goals
Part 1 – Looking at Investment Data
Chapter 1 – Getting Good Data
Consumer Price Index (CPI)
Contrarian Web Site Bias
Importance of CPI Accuracy
CPI Variable Market Basket
CPI Hedonistic Adjustment
Is the CPI Calculation Correct?
Unemployment Rate
Data Source
Managed Numbers
Questioning Earnings Growth
Company Management
Summary
Chapter 2 – Identify Visual Correlations
Identifying Key Variables Affecting a Restaurant Purchase
How Applicable Is This Analysis?
Questioning GE’s Performance
It Is Difficult to Sell a Rising Stock
Inflation
Another KPIV for the Stock Market
Summary
Part 2 – Quantitative Data Applications
Chapter 3 – Types of Data
Variables and Proportional Data
Gauge Error
Summary
Chapter 4 – Probability
Using Excel to Calculate Probabilities
Random Walk, Regression, and Payout
Summary
Chapter 5 – Plots and Distributions
Making a Histogram
Using Histograms and Line Graphs
Summary
Chapter 6 – Testing Variables Data
The Three Steps of Comparing Variables Data
Checking the Graphs or Charts
Comparing a Population to a Data Sample
Comparing Another Population to a Data Sample
Comparing Two Data Samples
Actual Use of These Tests
Summary
Chapter 7 – Testing Proportional Data
Overview
Comparing a Stock Price Change Proportion of a Sample to a Recent Population’s Stock Price Change
Comparing Two Data Samples
Summary
Part 3 – Quantitative Evaluation of Stocks, the Market, and Investing Practices
Chapter 8 – Is a Stock or the Stock Market Overpriced?
How Do You Determine Whether the Stock Market is Overpriced?
The Real Way to Determine the Value of the Stock Market
The Irving Fisher Formula and Market Value
Summary
Chapter 9 – Using Investment Analysis to Estimate When an Economic Bubble Will Break
Recognizing a Bubble by Using Government Data
Recognizing a Bubble by Using Company Data
You Are Unlikely to Sell a Stock at Its High
Summary
Chapter 10 – The U.S. Consumer Has Been Reducing Savings, Drawing Out Home Equity, and Increasing Debt. So, Should an Investor Be in the Stock Market?
Getting More Spending Money by Reducing the Savings Rate
Getting More Spending Money by Drawing Out Home Equity
Getting Extra Spending Money by Building Up Debt
So, What About Being in the Stock Market?
Index Funds versus Actively Managed Mutual Funds
Dollar Averaging
Summary
Part 4 – Specific Analysis Issues Related to Retirement Investing
Chapter 11 – Quick-Use Baseline Retirement Numbers
Overview
An Overview Discussion of Retirement Needs
Baseline Retirement Savings
Annual Savings Requirements for Future Retirees
Adjustments to the Annual Baseline Savings Requirements
Assumed After-Tax Retirement Budgets
Summary
Chapter 12 – Adjustments for a Pension, a Lower Savings Level, or a Reduced Retirement Budget
Option 1: Don’t Retire before Age 70!
Option 2: Assume That You Will Not Live Longer Than Age 91
Option 3: Live with, or Be Supported by, Your Children
Option 4: Plan on a Reduced Retirement Budget
Adjusting for a Pension and Different Retirement Budgets
People Retiring Soon Who Require a Lower Retirement Budget
Summary
Chapter 13 – Assumptions/Rationale in Savings Calculations
Why Stock Market Yields of 10 Percent Aren’t Assumed
Savings to Be Included When Using This Book
Why the Value of a Primary Home Should Not Be Considered as Retirement Savings
Social Security in the Future
Roth IRAs
Pensions and Annuities
Retirement Income Needs
Company Supported Individual Retirement Accounts (IRAs)
Summary
Understanding Logarithmic Charts
Overview
Retirement Detail for Above-Average Wage Couples ($50,000 to $90,000 Before-Tax Income per Year)
Additional Detail on How Savings Were Calculated
Glossary
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