The Investing Oasis: Contrarian Treasure in the Capital Markets Desert

ISBN-13: 9781119871088 / Angielski / Twarda / 2022 / 384 str.

Jay Mason

Spis treści

About the Author xiList of Abbreviations xiiiIntroduction xvFoundation 1Chapter 1: Eyes Wide Open 3Chapter 2: Choosing the Right Path 13Chapter 3: Risk 101 31Chapter 4: Setting the Asset mix 45Chapter 5: Firming Our "Backbone" 59Chapter 6: The Case for a Planner/Advisor 69Foundation Comments 83The Investing Oasis: Tier 1 85Chapter 7: The Oasis Growth Fund (OGF) Model 87Chapter 8: Stock Selection: Quantitative Filters 97Chapter 9: Stock Selection: Brains and the Brawn 111Chapter 10: Stock Selection: Qualitative Filters 119Chapter 11: Stock Selection: 3+ Degrees of Diversification 131Chapter 12: Portfolio Construction: Equal- Weighting a Portfolio 145Chapter 13: Beware Those Temptations 153Tier 1 Summary 161The Investing Oasis: Tier 2 163Chapter 14: The Buy- in 165Chapter 15: Contrarian Rebalancing 183Chapter 16: A Hidden Well of Income 193Tier 2 Summary 203The Investing Oasis: Tier 3 205Chapter 17: Warren B - The Ultimate Contrarian 207Chapter 18: Contrarian Cash and Leverage 213Chapter 19: Digging for Buried Treasures 227Chapter 20: Emotion-free Selling 247Tier 3 Summary 255The Investing Oasis: Tier 4 257Chapter 21: "Storm" Forecasting 259Chapter 22: "Rounding Up the Camels" 267Chapter 23: Portfolio Protection 281Tier 4 Summary 301Chapter 24: Putting It All Together 303Chapter 25: The Next- Gen Financial System 311Chapter 26: A Case for Active Management 321Chapter 27: Tools and Resources 325About the Website 333Index 335

O autorze

J.T. MASON, CFA, CFP, is an independent Portfolio Manager registered with Fieldhouse Capital Management, Inc. in Vancouver, Canada. Twenty-five years of progressive asset management experience working with several national firms brought him ultimately to launch the Oasis Growth Fund based on client-centric principles. He grew up on a farm where neighbors helped neighbors and a handshake was your contract. Today, these timeless elements of trust underpin both the business model and the investment model of his practice.