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Individual Investor's Revolution

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ISBN-10: 0071357858

ISBN-13: 9780071357852

Edition: 2000

Authors: Charles B. Carlson

List price: $15.95
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Description:

Examining investing in the 21st century, this work provides advice for individual investors on how to become self-reliant, invest wisely and reap the benefits of investment strategies often only available to professionals.
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Book details

List price: $15.95
Copyright year: 2000
Publisher: McGraw-Hill School Education Group
Binding: Paperback
Pages: 366
Size: 5.75" wide x 9.00" long x 1.25" tall
Weight: 1.144
Language: English

Charles B. Carlson is the CEO of Horizon Investment Services and lives in Valparaiso, Indiana.

The Golden Age of the Individual Investorp. 1
Access and Informationp. 2
Uncle Samp. 5
Structural Changesp. 6
Overcoming Roadblocksp. 8
You Can Be a Successful Investorp. 8
Getting Started Has Never Been Easierp. 12
Carlson's 10 Rules of Engagement: Doing Battle in The Individual Investor Revolutionp. 19
If You're Not in the Game, Get in the Game as Soon as Possiblep. 19
If You're in the Game, Stay in the Gamep. 22
Invest Regularlyp. 24
Dollar-Cost Averagingp. 25
Value Averagingp. 26
Keep Your Battle Plan Simple and Efficientp. 27
Play to Your Strengthsp. 29
Take What Your Opponent Gives Youp. 30
Corporate Spin-Offsp. 30
Good News for Shareholders?p. 31
Avoid Battles You Can't Winp. 33
Don't Claim Your Victories Prematurelyp. 34
Have the Courage to Act on Your Conviction ... BUT ... Don't Confuse Conviction with Stubbornnessp. 35
Engage on All Fronts, Foreign and Domesticp. 37
Develop Future Leaders of the Individual Investor Revolutionp. 37
Keys to the Kingdom: Step-by-Step Strategies for Any Investor to Get in the Gamep. 41
Getting Started in Stocksp. 41
Online Brokersp. 42
Online Tradingp. 43
My Computer/My Brokerp. 43
The Online Investorp. 46
Who Needs a Broker?p. 48
DRIPsp. 48
No-Load Stocksp. 53
Company Benefitsp. 57
Plan Feesp. 60
Cyber-investing in Direct Purchase Plansp. 60
Directory of No-Load Stocksp. 61
Getting Started in Mutual Fundsp. 62
Fund "Supermarkets"p. 64
Retirement Investingp. 65
Managing Your 401(k) Planp. 67
Roth IRAp. 70
Education IRAp. 73
Traditional IRAp. 74
Getting Junior Started Investingp. 76
The Borderless Revolution: Individual Investors Go Globalp. 83
Diversification Benefitsp. 85
Costs of Diversificationp. 86
We Are Not Alonep. 87
Pitfalls of Foreign Investingp. 89
Which Foreign Markets?p. 90
Around the Globep. 91
How to Invest Abroadp. 100
Bank of New York's Global BuyDIRECT Planp. 109
Citicorp's International Direct Investment Programp. 110
Low-Cost International Investingp. 111
Finding the Next Microsoft in Cyberspace: Doing Investment Research on the Internetp. 115
The Internet Levels the Playing Fieldp. 116
Finding a Value Stock in a Value-scarce Marketp. 122
Finding a Quality Mutual Fundp. 130
Answers to Other Investment Questionsp. 131
Capture the Crumbsp. 135
Crumbs Matterp. 136
Trim Transaction and Management Feesp. 137
Simple Yet Powerful "Macro" Investment Tools for Winning the Revolutionp. 153
The Importance of Simplicity in a Confusing Investment Worldp. 154
The Dow Theoryp. 156
Bull Marketsp. 160
Bear Marketp. 162
Time Elements in Primary Trendsp. 163
Secondary Reversalsp. 165
Dow Theory's Track Recordp. 167
What the Dow Theory Won't Dop. 167
Summary of the Dow Theoryp. 168
Intermediate Potential Risk Indicatorp. 168
Strong Correlation Between Intermediate Potential Risk and Market Returnsp. 170
Putting It All Together: The Ultimate Individual Investor Portfolio for the 21st Centuryp. 177
Successful Investingp. 178
Picking Stocksp. 182
Picking Mutual Fundsp. 186
Building Blocksp. 189
The Ultimate Individual Investor Portfoliop. 209
Directory of U.S. Direct Purchase Plansp. 215
National Investment Clubsp. 319
American Depository Receiptsp. 325
Referencesp. 355
Indexp. 357
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