Swedroe / Kizer The Only Guide to Alternative Investments You'll Ever Need

The Good, the Flawed, the Bad, and the Ugly
1. Auflage 2010
ISBN: 978-0-470-88533-8
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 320 Seiten, E-Book

Reihe: Bloomberg

The rewards of carefully chosen alternative investments can begreat. But many investors don't know enough about unfamiliarinvestments to make wise choices. For that reason, financialadvisers Larry Swedroe and Jared Kizer designed this book to bringinvestors up to speed on the twenty most popular alternativeinvestments:
Real estate, Inflation-protected securities, Commodities,International equities, Fixed annuities, Stable-value funds,High-yield (junk) bonds, Private equity (venture capital), Coveredcalls, Socially responsible mutual funds, Precious metals equities,Preferred stocks, Convertible bonds, Emerging market bonds, Hedgefunds, Leveraged buyouts, Variable annuities, Equity-indexedannuities, Structured investment products, Leveraged funds
The authors describe how the investments work, the pros and cons ofeach, which to consider, which to avoid, and how to get started.Swedroe and Kizer evaluate each investment in terms of:
* Expected returns
* Volatility
* Distribution of returns
* Diversification potential
* Fees
* Trading and operating expenses
* Liquidity
* Tax efficiency
* Account location
* Role in an asset-allocation program
Any investor who is considering or just curious about investmentopportunities outside the traditional world of stocks, bonds, andbank certificates of deposit would be well-advised to read thisbook.

Autoren/Hrsg.

Swedroe, Larry E.

Kizer, Jared

Über Autor(innen)

Larry E. Swedroe is a principal and the director of researchfor Buckingham Asset Management, LLC (www.bamservices.com). He isthe author of Wise Investing Made Simple, The Only Guideto a Winning Investment Strategy You'll Ever Need,What Wall Street Doesn't Want You to Know, RationalInvesting in Irrational Times, and The Successful InvestorToday. He also coauthored The Only Guide to a Winning BondStrategy You'll Ever Need. Swedroe has an MBA in financefrom New York University.
Jared Kizer, CFA, previously worked as an investment adviserfor Buckingham Asset Management, LLC, and authored this book withLarry while he worked there. He has published articles on investingin the Journal of Portfolio Management, Journal ofIndexes, and for indexuniverse.com. Kizer has a master'sdegree in finance from Washington University in St. Louis.