Market Investing

Fundamentals of Market Investing

How to Retire Wealthy by Maximizing Returns, Minimizing Risks, and Controlling the Animal Spirits Within

Adam J. McKee

This work is licensed under an Open Educational Resource-Quality Master Source (OER-QMS) License.

Open Education Resource--Quality Master Source License


Caveats

There is a very high degree of risk involved in trading.  Past results are not indicative of future returns.  The author, Adam J. McKee, and all individuals affiliated with this publication assume no responsibilities for your trading and investment results.  All textual materials herein and all other features are for educational purposes only and should not be construed as investment advice.  Information about stocks, options, and other investment instruments are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information.  Your use of the financial information herein is entirely at your own risk, and it is your sole responsibility to evaluate the accuracy, completeness, and usefulness of the information.  You must assess the risk of any trade with your banker, financial advisor, broker, tax attorney or other relevant professional and make your own independent decisions regarding any financial practices and investments mentioned herein.  The author has provided many examples of real financial practices and investments, and thus may have a position in any security discussed herein.


Table of Contents


Preface


Section 1:  Investing Basics


Section 1.1: Bonds


Section 1.2:  Annuities


Section 1.3:  Derivatives


Section 1.4:  Real Estate


Section 1.5:  Mutual Funds


Section 2: Stock Market Investing

Section 2.1:  Stock Fundamentals


Section 2.2:  Fundamental Analysis


Section 2.3:  Castles in the Air


Section 2.4:  Theories and Strategies


Section 2.5:  When to Buy and Sell


2.6 Stupid Stuff to Avoid


Section 3:  Retirement Investing

Section 3.1:  Why Be Worried


Section 3.2:  Death and Taxes


Section 3.3:  The Enemy is Us


Section 3.4:  Speeding it Up


Section 3.5:  Predicting the Future


Section 4: Macroeconomic Risk


Section 4.1:  Inflation


Section 4.2:  Volatility


Section 4.3:  Interest Rates


Section 4.4:  Business Cycles


Section 4.5:  Business Risk


Section 5:  Portfolio Risk

Section 5.1:  The Riskiest Bet


Section 5.2:  Asset Class Risk


Section 5.3:  Measuring Risk


Section 5.4:  Psychological Risk


Section 5.5:  Total Risk


Section 6:  Retirement Portfolio Allocations

 Section 6.1:  Allocation Logic


Section 6.2:  Factors and Tilts


Section 6.3:  Values and Goals


Section 6.4:  Investing Myths and Lies


Section 6.5:  Asset Allocation