Bogle on Mutual Funds: New Perspectives for the Intelligent InvestorRandom House Publishing Group, 1994 - 352 pagina's John C. Bogle, founder of the Vanguard Group of Investment Companies, has built a $100 billion mutual fund company on principles of candor, fairness, and low cost. The most outspoken critic of the mutual fund industry, Bogle speaks to the serious mutual fund investor, both novice and seasoned, in this straightforward assessment of an industry Bogle himself helped revolutionize. Here he offers the essential principles of canny mutual fund investing, as well as caveats to protect the investor. Readers will learn how to: Ask three critical questions before investing. Evaluate risk tolerance and design a portfolio to meet current financial objectives. Develop a diversified portfolio of equity funds, bonds, and money market funds that will weather the market's short term variations. Apply Bogle's eight model portfolios to achieve their own financial goals. Always find themselves in a winning money market fund. Protect themselves from inflation Use index funds to effectively balance risk/return. Anyone who is serious about mutual funds can apply the dynamic investment principles of Bogle On Mutual Funds to establish a winning, long-term investment portfolio. |
Inhoudsopgave
THE REWARDS OF INVESTING | 3 |
THE RISKS OF INVESTING | 24 |
MUTUAL FUNDS PRINCIPLES PRACTICALITIES PERFORMANCE | 48 |
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Overige edities - Alles bekijken
Bogle On Mutual Funds: New Perspectives For The Intelligent Investor John C. Bogle Gedeeltelijke weergave - 2015 |
Bogle On Mutual Funds: New Perspectives For The Intelligent Investor John C. Bogle Gedeeltelijke weergave - 2015 |
Bogle On Mutual Funds: New Perspectives For The Intelligent Investor John C. Bogle Gedeeltelijke weergave - 2015 |
Veelvoorkomende woorden en zinsdelen
accumulation actively managed after-tax annual total return asset allocation asset value assume average annual return balanced funds bond returns capital gains capital return CAVEAT EMPTOR Chapter compared corporate coupon December 31 distribution diversified ended December 31 equity fund Equity income evaluation example ExMark expense ratio fees Figure fund investment fund shareholders fund's gross yield growth funds high-yield bond higher holding impact income-oriented increase incurred index fund inflation initial investment intelligent investor interest rates investment program junk bond load funds long-term bond lower maturity money market funds Morningstar municipal bond mutual fund industry percentage points period portfolio managers portfolio turnover purchase rates of return reduce reinvestment relative returns sales charges sales loads selecting shares short-term bond funds Standard & Poor's stock funds stock/bond stocks and bonds Table tax-deferred tax-exempt taxable ten-year total stock market U.S. Treasury bills U.S. Treasury bond value funds Vanguard Group variable annuity volatility
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