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

Hands-on, practical strategies to build your financial future
 
In To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio, veteran asset investor Kelly James Frank delivers an exciting and intuitive fresh approach that enables you to navigate an increasingly volatile market through the use of tailored portfolio maps.
 
In the book, you'll learn how to understand risk and how it affects you as an investor, how to prepare for your investing future, and how to uncover why you want to invest. You'll also shore up your financial literacy and explore the difference between growth and value strategies.
 
The book offers a vivid and innovative approach to investing that you'll actually have fun reading and its engaging philosophy ensures you'll be able to put your newfound knowledge to work immediately. You'll discover:
* The interconnected five factors that determine a share's current and future value
* Summaries, charts and sketches to help you remember the book's key insights and that you can use to record your own market observations and understanding
* An exploration of macroeconomics that sheds light on how decisions made by the Fed and the government can impact you as an individual investor
 
The perfect combination of fun and informative, To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio is an energetic and authoritative playbook to building a resilient and profitable investment portfolio.

List of contents

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

About the author

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.

Summary

Hands-on, practical strategies to build your financial future

In To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio, veteran asset investor Kelly James Frank delivers an exciting and intuitive fresh approach that enables you to navigate an increasingly volatile market through the use of tailored portfolio maps.

In the book, you'll learn how to understand risk and how it affects you as an investor, how to prepare for your investing future, and how to uncover why you want to invest. You'll also shore up your financial literacy and explore the difference between growth and value strategies.

The book offers a vivid and innovative approach to investing that you'll actually have fun reading and its engaging philosophy ensures you'll be able to put your newfound knowledge to work immediately. You'll discover:
* The interconnected five factors that determine a share's current and future value
* Summaries, charts and sketches to help you remember the book's key insights and that you can use to record your own market observations and understanding
* An exploration of macroeconomics that sheds light on how decisions made by the Fed and the government can impact you as an individual investor

The perfect combination of fun and informative, To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio is an energetic and authoritative playbook to building a resilient and profitable investment portfolio.

Product details

• Authors: FRANK, K Frank, Kelly J Frank, Kelly J. Frank, Kj Frank
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Hardback
• Released: 28.02.2023
• EAN: 9781119911920
• ISBN: 978-1-119-91192-0
• No. of pages: 288
• Subjects: Social sciences, law, business > Business > Business administration; Börse, Aktienmarkt, Aktienhandel, Finanzwesen, Aktienanlage, Allg. Finanz- u. Anlagewesen, Finance & Investments, Finanz- u. Anlagewesen