Managing Concentrated Stock Wealth - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Managing Concentrated Stock Wealth write by Tim Kochis. This book was released on 2016-01-26. Managing Concentrated Stock Wealth available in PDF, EPUB and Kindle. The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws Revised coverage of derivatives strategies and more examples of potential blind spots Tactics to convince some clients to diversify their portfolios and optimize their wealth Techniques to exploit concentration in pursuance of greater wealth They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.
Managing Concentrated Stock Wealth
Managing Concentrated Stock Wealth - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Managing Concentrated Stock Wealth write by . This book was released on 2005. Managing Concentrated Stock Wealth available in PDF, EPUB and Kindle. "Explains to financial advisers a wide range of strategies for managing concentrated stock positions, including sale, gifts to charity and family, and retention"--Provided by publisher.
Concentrated Investing
Concentrated Investing - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Concentrated Investing write by Allen C. Benello. This book was released on 2016-03-31. Concentrated Investing available in PDF, EPUB and Kindle. Discover the secrets of the world's top concentrated value investors Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors chronicles the virtually unknown—but wildly successful—value investors who have regularly and spectacularly blown away the results of even the world's top fund managers. Sharing the insights of these top value investors, expert authors Allen Benello, Michael van Biema, and Tobias Carlisle unveil the strategies that make concentrated value investing incredibly profitable, while at the same time showing how to mitigate risk over time. Highlighting the history and approaches of four top value investors, the authors tell the fascinating story of the investors who dare to tread where few others have, and the wildly-successful track records that have resulted. Turning the notion of diversification on its head, concentrated value investors pick a small group of undervalued stocks and hold onto them through even the lean years. The approach has been championed by Warren Buffett, the best known value investor of our time, but a small group of lesser-known investors has also used this approach to achieve outstanding returns. Discover the success of Lou Simpson, a former GEICO investment manager and eventual successor to Warren Buffett at Berkshire Hathaway Read about Kristian Siem, described as "Norway's Warren Buffett," and the success he has had at Siem Industries Concentrated Investing will quickly have you re-thinking the conventional wisdom related to diversification and learning from the top concentrated value investors the world has never heard of.
Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk
Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk write by Nick Atkeson. This book was released on 2013-10-15. Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk available in PDF, EPUB and Kindle. "... Reveals how you can make smarter, more profitable investments by first protecting your capital from major bear equity markets. It also shows you how to identify major bullish equity market trends and guides you on how best to participate"--P. [2] of cover.
A Few Good Eggs in One Basket
A Few Good Eggs in One Basket - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook A Few Good Eggs in One Basket write by Richard L. Gunderson. This book was released on 2012-04-19. A Few Good Eggs in One Basket available in PDF, EPUB and Kindle. In a stock market environment dominated by professional investors, A Few Good Eggs in One Basket o?ers a plain-talk approach to pro?tability by selecting and managing an investment portfolio of common stocks for an individual. Author Richard L. Gunderson, who has been an investor for more than forty years, outlines an enduring framework that improves the odds for the individual investor to exceed the performance of the market over the long term by buying good companies at bargain prices. He outlines what constitutes a good company and how to determine when a price meets the test of being a bargain. A Few Good Eggs in One Basket also helps individual investors by discussing what to look for; where to look; when to buy; when to sell; and how many stocks to own. A Few Good Eggs in One Basket presents a prescription designed to take advantage of opportunities created by market overreaction to bad news and disappointing results. Gunderson believes there are always bargains at any time and in any market. The challenge is to consistently apply a disciplined approach to identifying the unusual and favorable opportunities and concentrating a portfolio on those stocks representing the best combination of overall quality and intrinsic value.
