Personal finance for Adults
BOOK REVIEWS
- Finance for Nonfinancial Managers 2nd Ed. by Gene Siciliano
- The Index Card by Helaine Olen and Harold Pollack
- The Clash of the Cultures by John C. Bogle
- Websites for retirement-planning
- How to Make your Money Last. The Indispensable Retirement Guide by Jane Bryant Quinn
MATH
Personal finance for Youth
- Young lives matter
- Hey Kids Money is important
- Hey Kids you can become rich
- Get rich by investing spare money
- Requirements for participation
- Opening a bank account
- The young should invest for retirement
BOOK REVIEWS
- The Richest Man in Babylon by George S. Clason
- Make your Kid a Money Genius by Beth Kobliner
- Blue Chip Kids what every child and parent should know about money investing and the stock market
MATH
Do-it-yourself investing (DIYI)
DESCRIPTION
- Do-it-yourself investing- Introduction
- Investment styles
- The first goal of investing is to beat inflation
- DRIPs and DSPPs
- Investing is a life skill
- Investing for grandchildren
RETURNS
ADVICE
- Be frugal
- Buy ‘low’ and sell ‘high’
- Skim the profit?
- Beware of trading fees
- Warren Buffett’s advice to nonprofessional investors
- Educational Workshops
MATH
- Key article: Rates of return
- Investment-Returns-Calculator for Young Investors
- Performance measured by GAGR
- The internal rate of return (IRR) of a portfolio
- Alpha is a point on a straight line plus more
- Beta is the incline of a straight line
- R-squared the linearity of investment returns
- Sharpe ratio (‘historic’)
Markets, Indices, & Trading
MARKETS
- Financial markets
- Language of the stock market
- Market participants
- Issue the current market’s Volatility
INDICES
TRADING
- Stock market prices
- Conditional orders for stock trades
- Stop losing value from a declining price
- Guidelines for selling stocks and ETFs
- Sell-signal
- Bracket order
Companies
RELEVANCE
- Good companies attract investors
- What is a good company?
- Where do good stocks come from? From good companies!
ANALYSIS
- Business stories in financial statements
- Pictures from financial statements
- Income statements can surprise investors
- Products become obsolete
Stocks
DESCRIPTION
INVESTMENT STYLE
- Ways to invest in stocks
- What is a good growth stock?
- 2008 My big loss on Lehman Brothers Holdings Inc.
- Short-termism
VALUATION
BOOK REVIEWS
- The Little Book that Still Beats the Market by Joel Greenblatt
- The Little Book of Value Investing by Christopher H. Browne
- The Physics of Wall Street by James Owen Weatherall
- What Works on Wall Street by James P. O’Shaughnessy
Investment funds
MUTUAL FUNDS
ETFs
- ETF structure
- ETF legal structure
- Choosing an ETF
- ETF risk, Investment strategy
- ETF risk Restricted Redemption
- ETF risk Management
- ETF risk Size and experience
- ETF risk Tax burden
- ETF risk Trading
VALUATION
INVESTMENT CLUBS
Portfolio
ASSET CLASSES
ALLOCATION
- Model portfolios
- Rebalancing an investment portfolio
- Designing a buy-and-hold portfolio
- SmallTradesPortfolioDESIGNER
BOOK REVIEW
Appendix of annual reports for the SmallTrades Portfolio
Archives of stock valuations
- 3D Systems Corp. (DDD: nyse)
- Geely Automobile Holdings Ltd (GELYF: otc)
- iRobot (IRBT: nasdaq)
- NVE Corporation (NVEC:nasdaq)
- Thermo Fisher Scientific (TMO:nyse)
- Union Pacific Corporation (UNP: nyse)
- United Technologies (UTX: nyse)
- IPO analysis: Facebook a review by The Economist
- IPO update: Facebook
Archives of ETF ratings
- ETFscorecard_AGG iShares Core Total U.S. Bond Market ETF
- ETFscorecard: ETFS Physical Swiss Gold Shares (nyse: SGOL)
- ETF scorecard iShares Dow Jones U.S. Home Construction Index Fund (ITB: nyse)
- ETF scorecard Global X Social Media Index ETF (SOCL: nasdaq)
- ETF scorecard iShares FTSE NAREIT Mortgage Plus Capped Index Fund (nyse: REM)
- ETF scorecard: iShares JPMorgan Emerging Markets Bond Index Fund (nyse:EMB)
- ETF scorecard Market Vectors Morningstar Wide Moat Research ETF (MOAT:nyse)
- ETF scorecard Market Vectors Uranium & Nuclear Energy ETF (NLR: nyse)
- ETF scorecard ProShares VIX Short-term Futures (VIXY: nyse)
- ETF scorecard SPDR Gold Trust (GLD) and United States Oil Fund (USO)
- ETFscorecard_SPY SPDR S&P500 ETF
- ETFscorecard_VNQ Vanguard REIT ETF
- ETFscorecard_VWO Vanguard FTSE Emerging Markets ETF
- ETF scorecard Vanguard Total Stock Market (VTI: nyse)
- ETF Scorecard Vanguard Total World Stock ETF (VT: nyse)
Small Trades Journal 