Asset allocation for dummies: [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk]
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, NJ
Wiley
2009
|
| Schriftenreihe: | For dummies
|
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | XVIII, 340 S. Ill., graph. Darst. |
| ISBN: | 9780470409633 |
Internformat
MARC
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| 035 | |a (OCoLC)699628568 | ||
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| 041 | 0 | |a eng | |
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| 100 | 1 | |a Miccolis, Jerry A. |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Asset allocation for dummies |b [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |c by Jerry A. Miccolis and Dorianne R. Perrucci |
| 264 | 1 | |a Hoboken, NJ |b Wiley |c 2009 | |
| 300 | |a XVIII, 340 S. |b Ill., graph. Darst. | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b n |2 rdamedia | ||
| 338 | |b nc |2 rdacarrier | ||
| 490 | 0 | |a For dummies | |
| 700 | 1 | |a Perrucci, Dorianne R. |e Verfasser |4 aut | |
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Datensatz im Suchindex
| _version_ | 1804142752196198400 |
|---|---|
| adam_text | Titel: Asset allocation for dummies
Autor: Miccolis, Jerry A.
Jahr: 2009
Contents at a Glance
Introduction................................................................ /
Part 1: Discovering the Not-So-Secret
Recipe for Asset Allocation...........................................9
Chapter 1: Understanding Asset Allocation.................................................................11
Chapter 2: Weighing Risk and Return...........................................................................23
Chapter 3: Making Sense of Asset Classes....................................................................43
Chapter 4: Determining the Right Proportions: Your Asset Mix...............................65
Chapter 5: Stirring the Mix: Portfolio Rebalancing......................................................81
Part 11: Getting Started..............................................97
Chapter 6: Laying the Foundation for Your Plan.........................................................99
Chapter 7: Developing Your Investment Strategy.....................................................117
Chapter 8: Creating Your Allocation Plan...................................................................151
Part HI: Building and Maintaining lour Portfolio....... 167
Chapter 9: Buying Securities........................................................................................169
Chapter 10: Knowing Where to Put Your Assets: Asset Location...........................193
Chapter 11: Monitoring Your Portfolio: Rebalancing and
Other Smart Strategies...............................................................................................205
Chapter 12: Measuring Your Results...........................................................................219
Part IV: Going beyond the Basics..............................231
Chapter 13: Walking to the Beat of a Different Drum:
Opting for Alternative Investments...........................................................................233
Chapter 14: Managing Your Taxes like a Pro.............................................................249
Chapter 15: Knowing When to Revise Your Plan.......................................................263
Chapter 16: Finding Help When You Need It..............................................................277
PartV: The Part of Tens...........................................293
Chapter 17: Ten Asset Classes and Subclasses and
Their Historical Rates of Return................................................................................295
Chapter 18: Ten Common Asset Allocation Mistakes...............................................307
Chapter 19: Ten Questions to Test Your Asset Allocation Know-How...................315
Index......................................................................323
Table of Contents
Introduction................................................................. 7
About This Book..............................................................................................2
Conventions Used in This Book.....................................................................2
What You re Not to Read................................................................................3
Foolish Assumptions.......................................................................................3
How This Book Is Organized..........................................................................3
Part I: Discovering the Not-So-Secret Recipe for Asset Allocation.....4
Part II: Getting Started...........................................................................4
Part III: Building and Maintaining Your Portfolio...............................5
Part IV: Going beyond the Basics.........................................................5
Part V: The Part of Tens........................................................................5
Icons Used in This Book.................................................................................6
Where to Go from Here...................................................................................6
Part h Discovering the Not-So-Secret
Recipe for Asset Allocation...........................................9
Chapter 1: Understanding Asset Allocation......................11
Figuring Out Why Asset Allocation Is So Important..................................12
Encapsulating the Enron story...........................................................12
Exploiting the 90 percent solution.....................................................13
Uncovering the Basics of Asset Allocation.................................................14
Balancing risk and return...................................................................15
Selecting your asset classes...............................................................15
Determining your asset mix................................................................16
Rebalancing your asset mix................................................................16
Getting Started with Your Investment Strategy.........................................17
Building Your Portfolio and Keeping It True to Your Long-Term Goal.....18
Selecting securities..............................................................................19
Mastering asset location.....................................................................19
Monitoring your portfolio to stay on target.....................................20
Measuring your results.......................................................................20
Reaching Past the Asset Allocation Basics................................................21
Adding alternatives..............................................................................21
Tackling taxes.......................................................................................22
Altering your allocation......................................................................22
Embracing expert help........................................................................22
Asset Allocation For Dummies
Chapter 2: Weighing Risk and Return............................23
Measuring Return..........................................................................................24
Total return and its components.......................................................24
Nominal return versus real return.....................................................25
Understanding time-weighted return versus
dollar-weighted return.....................................................................26
Annualizing multiyear returns...........................................................27
Accounting for taxes, fees, and expenses.........................................29
Measuring Risk...............................................................................................30
Differentiating between volatility and risk.......................................31
Understanding how volatility erodes return: Risk drag..................32
Using statistical measures for risk....................................................33
Factoring in your time horizon..........................................................35
Evaluating the Trade-Off between Risk and Return..................................37
Recognizing that there s (usually) no such thing as a free lunch.... 37
Heading for the efficient frontier.......................................................38
Chapter 3: Making Sense of Asset Classes.......................43
Identifying the Traditional Classes..............................................................43
Embracing equities: Stocks and stock funds....................................44
Getting a handle on fixed-income investments:
Bonds, bond funds, and more........................................................48
Capitalizing on cash and cash equivalents.......................................57
Understanding Alternative Investments.....................................................60
Looking at your options for alternative investments......................60
Knowing when to add alternative investments to your portfolio.... 61
Going Global with International Investments............................................62
Chapter 4: Determining the Right Proportions: Your Asset Mix.....65
Putting the 90 Percent Solution to Work for You......................................66
Keeping your eye on the important 90 percent:
Allocating your assets.....................................................................67
Avoiding focusing on the other 10 percent......................................67
Embracing asset allocation s guiding principle...............................68
Laying the Foundation for Successful Asset Allocation...........................68
Understanding correlation.................................................................69
Discovering the appeal of non-correlated assets............................70
Finding the holy grail of asset allocation:
Perfect negative correlation...........................................................74
Seeking stability and vanquishing volatility.....................................76
Recognizing the Most Important Features of an Asset.............................79
Chapter 5: Stirring the Mix: Portfolio Rebalancing................81
Getting Your Free Lunch with Rebalancing...............................................82
Understanding the Power of Rebalancing..................................................83
How rebalancing works: Unlocking the energy
of the periodic table.........................................................................84
Making volatility work for you: Volatility pumping.........................87
Table of Contents
Memorizing the mantra: How rebalancing
forces you to buy low and sell high...............................................93
Being a contrarian: Making sure you have the
right mindset for rebalancing.........................................................93
Following the Right Rebalancing Schedule................................................94
Rebalancing on fixed calendar dates.................................................95
Planning your rebalancing for the greatest opportunity................95
Part 11: Getting Started...............................................97
Chapter 6: Laying the Foundation for Your Plan...................99
Seeing Your Investment Horizon Clearly..................................................100
Setting Your Return Objectives.................................................................103
Making Decisions about Your Risk Tolerance.........................................103
Evaluating your experience..............................................................105
Considering risk questionnaires and other tools..........................106
Setting Your Portfolio Constraints............................................................107
Recognizing positions you won t get out of...................................108
Identifying investments you won t consider..................................108
Limiting your exposure to certain asset classes...........................109
Reviewing Your Tax Situation....................................................................110
Being mindful of your current and future tax brackets................110
Looking for opportunities in prior tax returns..............................111
Considering which of your assets are in tax-deferred accounts.... 112
Taking Account of Special Circumstances...............................................112
Protecting your assets from lawsuits..............................................112
Protecting your estate from taxes...................................................113
Simplifying your holdings.................................................................114
Chapter 7: Developing Your Investment Strategy.................117
Understanding the Lifetime Cash-Flow Projection..................................118
Getting a feel for the basics..............................................................118
Recognizing the link between your asset allocation
and your Lifetime Cash-flow Projection......................................119
Coming Up with an Outline for Your Long-Term Financial Plan...........120
Assets..................................................................................................121
Liabilities.............................................................................................123
Income.................................................................................................124
Expenses.............................................................................................128
Putting It All Together: Making Lifetime Cash-Flow Projections...........134
Salary and other income...................................................................138
Expenses.............................................................................................138
Investment returns............................................................................139
Taxes...................................................................................................139
Savings or withdrawals.....................................................................139
Assets..................................................................................................141
Liabilities.............................................................................................141
Asset Allocation For Dummies
Testing What If Scenarios........................................................................141
What if you retire early?....................................................................141
What if you start a family or have more children?........................143
What if you want to change your career?.......................................144
Determining How Your Asset Allocation May Affect
Your Lifetime Cash-Flow Projection......................................................145
Estimating returns.............................................................................146
Reckoning risk....................................................................................146
Working risk and return into your
Lifetime Cash-flow Projection.......................................................147
Documenting Your Strategy: Drafting Your
Investment Policy Statement..................................................................148
Chapter 8: Creating Your Allocation Plan.......................151
Selecting Your Asset Classes.....................................................................152
Establishing Your Asset Class Mix............................................................153
Go long! Finding percentages for the long haul.............................153
Picking the right percentages...........................................................154
Looking at Some Sample Allocation Percentages....................................156
Aggressive: Higher equity percentage............................................156
Conservative: Higher fixed-income percentage.............................157
Moderate: Right in the middle..........................................................158
What about Subclasses?.............................................................................159
Figuring out your fixed-income subclass allocation......................159
Establishing your equity subclass allocation.................................160
Arming your portfolio with the appropriate
alternative subclasses...................................................................161
An Asset Allocation Case Study.................................................................162
Setting Up a Schedule to Revisit Your Plan..............................................163
Part 111: Building and Maintaining lour Portfolio....... 167
Chapter 9: Buying Securities..................................169
Deciding What to Buy.................................................................................170
Individual securities..........................................................................170
Funds...................................................................................................174
Other investments.............................................................................181
Figuring Out How to Buy Securities..........................................................185
Buying through a broker...................................................................185
Buying on your own...........................................................................186
Understanding Fees and Expenses............................................................187
Mutual-fund fees.................................................................................187
Brokerage fees....................................................................................190
Table of Contents
Chapter 10: Knowing Where to Put Your Assets: Asset Location.. .193
Viewing Your Accounts Holistically..........................................................194
Considering taxable accounts..........................................................195
Understanding tax-deferred and tax-free accounts.......................197
Understanding the Tax Characteristics of Your Investments...............198
Considering the tax efficiency (or inefficiency)
of your investments.......................................................................199
Knowing where to locate investments based on
tax characteristics.........................................................................200
Going through the Asset Location Exercise.............................................201
Chapter 11: Monitoring Your Portfolio: Rebalancing
and Other Smart Strategies...................................205
Rebalancing Your Portfolio........................................................................206
Dealing with portfolio drift...............................................................206
Rebalancing back to target...............................................................210
Rebalancing close to target..............................................................211
Using a working layer of exchange-traded funds...........................212
Keeping Tabs on Your Securities..............................................................213
Knowing when to hold em and when to fold em.........................213
Taking some winnings off the table.................................................213
Setting your security guidelines early.............................................214
Making Smart Tax Choices.........................................................................215
Paying attention to taxable gains and losses.................................216
Deferring and offsetting taxable gains............................................216
Harvesting tax loss opportunities with exchange-traded funds .... 217
Chapter 12: Measuring Your Results...........................219
Figuring Your Investment Return..............................................................220
Calculating your return.....................................................................221
Determining the return that s most meaningful to you................223
Recognizing that making money isn t necessarily
the same as doing well..................................................................224
Comparing Your Return to Relevant Benchmarks..................................224
Knowing which indexes to use, and how to use them..................224
Blending benchmark indexes...........................................................226
Tracking Your Progress against Your Long-Term Plan..........................227
Determining suitability with a little common sense......................227
Determining suitability with a Lifetime Cash-flow Projection......228
Asset Allocation For Dummies
Part IV: Going beyond the Basics..............................231
Chapter 13: Walking to the Beat of a Different Drum:
Opting for Alternative Investments.............................233
Identifying Investment Alternatives..........................................................234
Regarding real estate.........................................................................234
Harboring hard assets.......................................................................237
Holding hedge funds..........................................................................240
Exploring more exotic choices.........................................................244
Tapping the Power of Investments That Zig when Others Zag.............245
Deciding When to Go Alternative..............................................................247
Hanging on for the alternative investment ride.............................247
Paying enough attention to alternatives.........................................248
Chapter 14: Managing Your Taxes like a Pro....................249
Playing It Smart When Selling Securities..................................................250
Identifying the information you need..............................................250
Figuring the tax implications of your transactions.......................253
Locating Your Assets Properly..................................................................254
Understanding tax-advantaged accounts.......................................254
Considering an asset location example..........................................255
Harvesting Tax Losses................................................................................258
Staying alert to tax-loss opportunities............................................258
Using exchange-traded fund swaps to harvest tax losses............259
Keeping clean when it comes to wash sales..................................259
Tax Sensitivity: Good in Small Doses........................................................260
Chapter 15: Knowing When to Revise Your Plan.................263
Identifying Life Events That Should Trigger a Review............................264
Gradual life changes..........................................................................264
Sudden life changes...........................................................................265
Keeping Your Eye on the Economy...........................................................268
Recognizing major economic shifts.................................................269
Paying attention to the business cycle...........................................270
Considering a Lifetime s Worth of Examples...........................................273
Stage 1: Married 30-something parents...........................................273
Stage 2: Stay-at-home Jane and a hiccup in the economy............274
Stage 3: Failing health and an unexpected windfall.......................275
Stage 4: A grand gesture for the grandchild...................................275
Table of Contents
Chapter 16: Finding Help When You Need It.....................277
Knowing the Right (and Wrong) Reasons to Hire an Advisor...............278
The right reasons...............................................................................278
The wrong reasons............................................................................279
Weighing Your Options for an Advisor.....................................................280
Making sense of all those letters after an advisor s name............281
Knowing what kind of expertise you need......................................284
Asking the Right Questions........................................................................285
Understanding How Advisors Earn Their Income...................................290
Fee........................................................................................................291
Commission........................................................................................291
Fee plus commission.........................................................................291
Performance incentive......................................................................292
Parti/: The Part of Tens............................................293
Chapter 17: Ten Asset Classes and Subclasses and
Their Historical Rates of Return...............................295
Cash...............................................................................................................297
Corporate Bonds.........................................................................................298
Treasury Bonds...........................................................................................299
Municipal Bonds..........................................................................................299
Real Estate....................................................................................................300
Commodities................................................................................................301
Large-Cap Stocks.........................................................................................302
Mid-Cap Stocks............................................................................................303
Small-Cap Stocks..........................................................................................304
Emerging-Market Stocks.............................................................................305
Chapter 18: Ten Common Asset Allocation Mistakes.............307
Ignoring Asset Allocation in the First Place.............................................307
Believing That Diversification Is Enough..................................................308
Forgetting to Rebalance..............................................................................309
Not Having a Long-Term Plan....................................................................309
Indulging Your Emotions............................................................................310
Paying Too Much Attention to the Financial Media................................311
Chasing Performance..................................................................................311
Thinking You Can Outsmart the Market...................................................312
Ignoring Taxes..............................................................................................312
Disrespecting Inflation................................................................................313
Asset Allocation For Dummies
Chapter 19: Ten Questions to Test Your
Asset Allocation Know-How..................................315
What s the Best Way to Get Consistently Good
Investment Performance?......................................................................315
What s Better: An 8 Percent Return or a 9 Percent Return?..................316
What s the Riskiest Kind of Portfolio?......................................................317
How Much Variety Should You Include in the
Asset Classes You Choose?....................................................................317
What s the Best Way to Rebalance?..........................................................318
When Should You Rebalance Your Portfolio?.........................................319
When Should You Revisit Your Asset Allocation Plan?..........................319
Should You Apply Your Asset Allocation Percentages
to Each of Your Investment Accounts?.................................................319
How Do You Know How Well Your Investments Have Performed?......320
Where Can You Go for Help with Your Asset Allocation?......................321
Index.......................................................................323
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| id | DE-604.BV025574189 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T22:36:45Z |
| institution | BVB |
| isbn | 9780470409633 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-020172199 |
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| physical | XVIII, 340 S. Ill., graph. Darst. |
| publishDate | 2009 |
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| publisher | Wiley |
| record_format | marc |
| series2 | For dummies |
| spelling | Miccolis, Jerry A. Verfasser aut Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] by Jerry A. Miccolis and Dorianne R. Perrucci Hoboken, NJ Wiley 2009 XVIII, 340 S. Ill., graph. Darst. txt rdacontent n rdamedia nc rdacarrier For dummies Perrucci, Dorianne R. Verfasser aut HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=020172199&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Miccolis, Jerry A. Perrucci, Dorianne R. Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |
| title | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |
| title_auth | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |
| title_exact_search | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |
| title_full | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] by Jerry A. Miccolis and Dorianne R. Perrucci |
| title_fullStr | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] by Jerry A. Miccolis and Dorianne R. Perrucci |
| title_full_unstemmed | Asset allocation for dummies [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] by Jerry A. Miccolis and Dorianne R. Perrucci |
| title_short | Asset allocation for dummies |
| title_sort | asset allocation for dummies learn to use allocation strategies that best serve your goals balance and rebalance your portfolio maximize returns and minimize risk |
| title_sub | [learn to: use allocation strategies that best serve your goals ; balance and rebalance your portfolio ; maximize returns and minimize risk] |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=020172199&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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