Understanding Investments is the ultimate guide for Australians
looking to take control of their finances.
This new edition has been thoroughly updated for the modern
investor, and includes essential information that will help
you:
* decipher the jargon
* choose an investment strategy
* work with a financial adviser
* structure and diversify your portfolio
* avoid costly tax pitfalls.
Covering investments ranging from shares, CFDs and managed funds
through to options, property, collectables and much more,
Understanding Investments provides you with the tools you
need to make a profit in all types of markets. Whether you’re just
starting your investment journey or you’re a seasoned investor
wanting to learn more, this user-friendly guide contains the most
up-to-date information to help you make the most from your
money.
Зміст
Part I: What you need to know
1 Investing today 3
2 Investment terms 13
3 Structuring your investment portfolio 31
4 Keeping track of your investments 47
5 Finding an adviser 61
6 Trading and researching over the internet 77
7 Tax considerations 89
Part II: Investment options
8 Investing in the sharemarket 109
9 More sophisticated sharemarket strategies 131
10 Hybrid securities and margin lending 149
11 Listed investment companies 163
12 New floats 177
13 Investing in managed funds 189
14 Hedge funds 203
15 Investing in bonds 217
16 Interest-bearing investments 231
17 Options and futures 245
18 Property investing basics 265
19 How to evaluate a property investment 279
20 Tax and property investments 291
21 Listed and unlisted property trusts 301
22 Investing in collectables 315
23 Superannuation 333
Appendix: Detailed DCF analysis 349
Index 351
Про автора
Charles Beelaerts is an economics graduate of the University of Sydney and a graduate of Harvard Business School. He is a financial consultant and author who has previously worked as an analyst for banks and finance companies.