7 Steps to a Better Portfolio - Couverture rigide

Goodfellow, Edward James

 
9781039166646: 7 Steps to a Better Portfolio
Couverture rigide
ISBN 10 : 1039166644 ISBN 13 : 9781039166646
Editeur : FriesenPress, 2023

Synopsis

WE ARE ALL LOOKING FOR AN ANSWER. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better. Investing is no different. To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. 7 Steps takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment success.

7 Steps:
1. Allocate across global capital markets
2. Diversify broadly within markets
3. Focus on higher expected returns
4. Utilize financial science
5. Manage strategy risk
6. Manage investment choice risk
7. Manage costs and taxes

7 Steps examines important investment variables that investors control to better manage the variables they don't control. 7 Steps is an investment decision making framework to help investors be more accountable, build emotional resilience, encourage forward thinking, and instil confidence as they journey into the uncertain world of investing.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

EDWARD GOODFELLOW is a Portfolio Manager with the Raymond James Ltd. office in Victoria, BC Canada. Edward specializes in cross boarder solutions for Canadian and US investors. Edward is also an Associate Faculty at Royal Roads University and a sessional lecturer for CPA Western School of Business. Edward is a Chartered Professional Accountant (CPA/CA), a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a member of the Victoria Estate Planning council.

7stepstoabetterportfolio.com

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
FriesenPress
Date d'édition
2023
Langue
anglais
ISBN 10 
1039166644
ISBN 13 
9781039166646
Reliure
Relié
Nombre de pages
184
Coordonnées du fabricant
non disponible
Personne responsable
non disponible

Autres éditions populaires du même titre

9781039166639: 7 Steps to a Better Portfolio

Edition présentée

ISBN 10 :  1039166636 ISBN 13 :  9781039166639
Editeur : FriesenPress, 2023
Couverture souple