The Golden Age of the Individual Investor | p. 1 |
Access and Information | p. 2 |
Uncle Sam | p. 5 |
Structural Changes | p. 6 |
Overcoming Roadblocks | p. 8 |
You Can Be a Successful Investor | p. 8 |
Getting Started Has Never Been Easier | p. 12 |
Carlson's 10 Rules of Engagement: Doing Battle in The Individual Investor Revolution | p. 19 |
If You're Not in the Game, Get in the Game as Soon as Possible | p. 19 |
If You're in the Game, Stay in the Game | p. 22 |
Invest Regularly | p. 24 |
Dollar-Cost Averaging | p. 25 |
Value Averaging | p. 26 |
Keep Your Battle Plan Simple and Efficient | p. 27 |
Play to Your Strengths | p. 29 |
Take What Your Opponent Gives You | p. 30 |
Corporate Spin-Offs | p. 30 |
Good News for Shareholders? | p. 31 |
Avoid Battles You Can't Win | p. 33 |
Don't Claim Your Victories Prematurely | p. 34 |
Have the Courage to Act on Your Conviction ... BUT ... Don't Confuse Conviction with Stubbornness | p. 35 |
Engage on All Fronts, Foreign and Domestic | p. 37 |
Develop Future Leaders of the Individual Investor Revolution | p. 37 |
Keys to the Kingdom: Step-by-Step Strategies for Any Investor to Get in the Game | p. 41 |
Getting Started in Stocks | p. 41 |
Online Brokers | p. 42 |
Online Trading | p. 43 |
My Computer/My Broker | p. 43 |
The Online Investor | p. 46 |
Who Needs a Broker? | p. 48 |
DRIPs | p. 48 |
No-Load Stocks | p. 53 |
Company Benefits | p. 57 |
Plan Fees | p. 60 |
Cyber-investing in Direct Purchase Plans | p. 60 |
Directory of No-Load Stocks | p. 61 |
Getting Started in Mutual Funds | p. 62 |
Fund "Supermarkets" | p. 64 |
Retirement Investing | p. 65 |
Managing Your 401(k) Plan | p. 67 |
Roth IRA | p. 70 |
Education IRA | p. 73 |
Traditional IRA | p. 74 |
Getting Junior Started Investing | p. 76 |
The Borderless Revolution: Individual Investors Go Global | p. 83 |
Diversification Benefits | p. 85 |
Costs of Diversification | p. 86 |
We Are Not Alone | p. 87 |
Pitfalls of Foreign Investing | p. 89 |
Which Foreign Markets? | p. 90 |
Around the Globe | p. 91 |
How to Invest Abroad | p. 100 |
Bank of New York's Global BuyDIRECT Plan | p. 109 |
Citicorp's International Direct Investment Program | p. 110 |
Low-Cost International Investing | p. 111 |
Finding the Next Microsoft in Cyberspace: Doing Investment Research on the Internet | p. 115 |
The Internet Levels the Playing Field | p. 116 |
Finding a Value Stock in a Value-scarce Market | p. 122 |
Finding a Quality Mutual Fund | p. 130 |
Answers to Other Investment Questions | p. 131 |
Capture the Crumbs | p. 135 |
Crumbs Matter | p. 136 |
Trim Transaction and Management Fees | p. 137 |
Simple Yet Powerful "Macro" Investment Tools for Winning the Revolution | p. 153 |
The Importance of Simplicity in a Confusing Investment World | p. 154 |
The Dow Theory | p. 156 |
Bull Markets | p. 160 |
Bear Market | p. 162 |
Time Elements in Primary Trends | p. 163 |
Secondary Reversals | p. 165 |
Dow Theory's Track Record | p. 167 |
What the Dow Theory Won't Do | p. 167 |
Summary of the Dow Theory | p. 168 |
Intermediate Potential Risk Indicator | p. 168 |
Strong Correlation Between Intermediate Potential Risk and Market Returns | p. 170 |
Putting It All Together: The Ultimate Individual Investor Portfolio for the 21st Century | p. 177 |
Successful Investing | p. 178 |
Picking Stocks | p. 182 |
Picking Mutual Funds | p. 186 |
Building Blocks | p. 189 |
The Ultimate Individual Investor Portfolio | p. 209 |
Directory of U.S. Direct Purchase Plans | p. 215 |
National Investment Clubs | p. 319 |
American Depository Receipts | p. 325 |
References | p. 355 |
Index | p. 357 |
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