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eISBN : 9780470140079

Sommaire : Contents

Introduction

Part 1 - The Why and How of Fixed Income

Why Consider Fixed Income
Growth versus Income (Stocks versus Bonds)
What Kind of Investor Are You ?
Investment Strategies
Asset Allocation
The Right Allocation for You
Diversification
Retirement Planning
What's Exciting about 6 Percent Returns ?
What You Need to Know about Risk and Uncertainty
Subjective Risks
Objective Risks
Uncertainty
Understanding Interest Rates: General Features
Compound Interest
When Interest Rates Rise
Comparative Yields Explained
What to Pay: Fair Value Pricing
When to Sell
Using Leverage and Margin
Credit Ratings
Below-Investment-Grade Ratings
How to Read the Ratings
Credit Ratings Drift: An Ongoing Problem
The Federal Reserve Bank
Security Dealers and Brokers

Part 2 - Information Sources and How to Use Them

Investment Advice via the Media
Prospectuses
Misuse of the English Language
Getting Railroaded by China
When to Worry about the Accounting
Financial Statements
Balance Sheet
Income Statement
Statement of Cash Flows
Shareholders' Equity Statement
Defining Earnings
More Important than the Numbers
Summary

Part 3 - Bonds

Basic Features
U.S. Treasuries
Corporate Bonds
Equipment Trust Certificates
Direct Access Notes
Junk Bonds
Step-up and Pay-in-Kind Bonds
Zero-Coupon Bonds
Put Bonds
Insured Municipal Bonds
Lower Rated Muni Bonds
Conduit Bonds
Taxable Munis
Unrated Munis
Buying Municipal Bonds
Municipal Bond Defaults
Miscellaneous Topics
The Bond Indenture and Trustee
Call Provisions
Put Provisions
Money Market Accounts and Funds
Certificates of Deposit
Duration
Questions to Ask When Buying a Corporate Bond
Questions to Ask When Buying a Muni

Part 4 - Preferreds and Hybrids

General Features
Hybrids: Bonds/Indirect Bonds
Preferred Equity Traded (PET) Bonds
Trust Preferreds
Third-Party Trust Preferreds
Foreign Preferreds
Partnerships
Perpetual Preferred Stock
Buying Preferreds

Part 5 - Convertibles and Adjustable-Rate Debt

Convertible Bonds
Convertible Preferreds
Adjustable-Rate Debt

Part 6 - Income Stocks

Canadian Energy and Royalty Trusts
Other Canadian Trusts
Real Estate Investment Trusts (REITS)
Other Common Stocks

Part 7 - Mutual Funds

Bond Funds
Junk Bond Funds
Municipal Bond Funds
International Bond Funds
Exchange-Traded Funds (ETFs)
Closed-End Funds (CEFs)
Closed-End Bond Funds
Closed-End Preferred Funds
Buy-Write Funds

Part 8 - Securities and Other Investments to Avoid

Unit Investment Trusts (UITs)
Derivatives
SEQUINS and ELKS
PARRS
Hedge Funds
Commercial Paper, Bankers Acceptances, and Repos
Collateralized Debt

Part 9 - Other Topics of Interest

Bankruptcy
Endgame Strategies
Tax Strategies
Dividend Strategies
Taxation and Mandatory Convertible Preferreds
Tax Reporting
Original Issue Discount

Part 10 - Summing Up

A Long-Term Strategy for Income Investing
Appendix Internet Investment Information Sources
Glossary

Langue : Anglais

Localisation : Bibliothèque Campus de Nice

Support : Numérique

Etat : Présent

Propriétaire : Bibliothèque