To the Moon Investing: Visually Mapping Your Winning Stock Market Portfolio

ISBN-13: 9781119911920 / Angielski / Twarda / 2022

Frank, Kelly J.

Spis treści

Preface 4Introduction 5Part 1: Moonscape 13Chapter 1: Risk & Mindsets 13Chapter 2: Preparation 17Chapter 3: Some Helpful Math! 24Part 2: Fuel 29Chapter 4: Portfolio Guardrails: Quantity to Own & Diversification 29Chapter 5: Snapshot of Financial Statements 32Chapter 6: Financial Benchmarking 38Part 3: Navigation 50Chapter 7: Radar: Trendspotting and Correlations 50Chapter 8: Making Sense of Corporate Strategy 60Chapter 9: The Five-Stack Discovery 68Part 4: The Equalizer 128Chapter 10: The Double Eye: Imagination and Ideating 128Chapter 11: Visual Investment Maps to Guide You! 133Part 5: to the Moon! 142Chapter 12: Execution of Your Stock Trade: Stops & Limits 143Chapter 13: Information Satellites 148Chapter 14: Other Plays: Options, Shorting, and Crypto 149Chapter 15: Helpful Principles and Touchpoints 157Chapter 16: Conclusion 161Appendix A: Real-Life Financial Word-Fest 163Appendix B: CPI 171Appendix C: Unemployment Rate 171Appendix D: GDP 172Appendix E: Treasuries 173Appendix F: Oil Prices 174Appendix G: VIX 174Appendix H: The Federal Reserve 175Appendix I. Sector Components 176

O autorze

KELLY JAMES FRANK is the founder of 13.8 Capital, an asset management firm focused on growth investments. He is passionate about finding solutions for the homeless challenge and gratefully spends his spare time wandering between the Rocky Mountains and Oahu.