Factor Investing For Dummies

ISBN-13: 9781119906742 / Angielski / Miękka / 2022 / 362 str.

Paul (Wiley) Mladjenovic

Spis treści

Introduction 1Part 1: Starting with Factor Investing Basics 5Chapter 1: Counting on Factor Investing 7Chapter 2: Why Use Factors? 15Chapter 3: Knowing Which Factors Are Worth Your Time 25Chapter 4: Beating the Market without Timing It 33Part 2: Going Deep with Factor Strategies 41Chapter 5: Making Room for the Growth Factor 43Chapter 6: Value Investing with Factors 51Chapter 7: Banking on Momentum with Winners and Losers 59Chapter 8: Sizing Up a Stock's Size 71Chapter 9: Dividend Income Using Factors 79Part 3: Using Factor Investing in Your Portfolio 89Chapter 10: Using Brokerage Orders with Factor Investing 91Chapter 11: Using Macro Factors 101Chapter 12: Combining Multiple Factors for a Powerhouse Portfolio 113Chapter 13: Going Global with Factor Investing 121Chapter 14: Performing Technical Analysis for Factor Investing 129Chapter 15: Using Stock-Screening Tools in Your Factor Investing 139Part 4: Applying More Complex Investment Tactics 149Chapter 16: Outsourcing with ETFs and Mutual Funds 151Chapter 17: Bonds and Factor Investing 161Chapter 18: Using Options with Factor Investing 173Chapter 19: Watching the Factors that Lead to Major Market Moves 183Chapter 20: Considering Taxes 191Part 5: The Part of Tens 207Chapter 21: Ten Do-It-Yourself Factors 209Chapter 22: Ten Ways to Mess Up Your Investment Plan 215Chapter 23: Ten Non-Factor Strategies and Considerations 223Chapter 24: Ten Financial Problems You Can Navigate with Factor Investing 229Part 6: Appendixes 239Appendix A: Resources for Factor Investors 241Appendix B: Factor-Based ETFs 253Index 269

O autorze

James Maendel, BFA, AAMS, AIF, DACFP, founded Maendel Wealth, an investment advisory firm. He has won the Five Star Wealth Management award for multiple years. Paul Mladjenovic is a national speaker, educator, author of Stock Investing For Dummies, Currency Trading For Dummies and other Dummies titles and runs RavingCapitalist.com.