Make the most of your investment portfolio with a mix of assets from stocks to real estate to cryptocurrency
There’s nothing more satisfying than seeing the balance of a financial account grow month over month. But before that can happen, you need to know the best places to invest your money. Who can you trust for solid, reliable investing advice?
Investing All-in-One For Dummies offers sound guidance for investors at every level. Whether you’re stumped by stocks, baffled by bonds, mystified about mutual funds, or curious about cryptocurrency, this book gives you a solid foundation in those investing concepts and many others. After reading the expert advice and considering your risk tolerance and timeline, you can confidently choose the best investments for your financial goals.
Containing advice from 10 different Dummies investing guides, Investing All-in-One For Dummies shows you how to:
- Set short- and long-term investing goals, invest to minimize your tax hit, and develop an investing strategy using a mix of investment vehicles
- Decide when to buy, hold, or sell an investment
- Choose the right mix of stocks, bonds, and mutual funds to create a diversified portfolio
- Identify real estate investment opportunities and find the capital to make purchases
- Execute trades through an online broker instead of using a traditional investment firm
- Evaluate modern investing trends like cryptocurrency and environmental, social, and governance (ESG) investing
For anyone who wants to dip their toes into the markets or who tends to leave their investment decisions in the hands of someone else, Investing All-in-One For Dummies is the must-read resource when you’re ready to make informed decisions and pick solid investments for your financial future.
Table of Content
Introduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
About the author
Eric Tyson is a veteran Dummies author of numerous bestselling books in the investing and personal finance space.
Paul Mladjenovic is a Certified Financial Planner and the bestselling author of Stock Investing For Dummies.
Kiana Danial is an investment consultant and trainer and the author of Cryptocurrency Investing For Dummies.
Russell Wild is the author or coauthor of nearly two dozen books, including ETFs For Dummies.
Matt Krantz is a nationally known financial journalist and the author of Online Investing For Dummies.
Robert Griswold is a successful real estate investor and property manager and the co-author of Real Estate Investing For Dummies.
Steven Gormley is a celebrated expert in the legal marijuana sector and author of Investing in Cannabis For Dummies.
Brendan Bradley is a financial market professional and the author of ESG Investing For Dummies.