How to Build a Share Portfolio [Paperback]
A practical guide to selecting and monitoring a portfolio of sharesby Rodney Hobson
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Description of How to Build a Share PortfolioEffective share portfolios for the private investor
Running an efficient portfolio of shares means buying and selling the shares that make the most sense for you, and at the right time and price. Rodney Hobson, author of the bestselling Shares Made Simple, sets out how to do this without having to be a financial expert or full-time trader. Using plain language, he takes the reader simply and logically through the process, giving helpful examples and real-life case studies at every turn.
In How to Build a Share Portfolio you can:
- find out how to determine the right objectives for your portfolio
- learn how to pick shares that fulfill your investment ambitions, and when to drop those that no longer do so
- understand how best to set your portfolio's size and ensure it is diversified against risk
- discover the best ways of monitoring your portfolio, and of reducing losses and rebalancing it when necessary.
Anyone who is thinking of investing, however much or however little, will benefit from the information, advice and guidance contained in this book. Similarly, those who already have a portfolio will find it helps them to stand back and reassess whether they are making the most of their money and whether their portfolio is meeting their needs.
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About Rodney HobsonRodney Hobson is an experienced financial journalist who has held senior editorial positions with publications in the UK and Asia, most recently as Editor of Hemscott, the financial news and information website.
Among posts he has held are News Editor for the Business section of The Times, Business Editor of the Singapore Monitor, Deputy Business Editor of the Far Eastern Economic Review, Head of News at Citywire and Editor of Shares magazine. He has also contributed to the Daily Mail, the Independent and Business Franchise Magazine.
He is registered as a Representative with the Financial Services Authority.
He is also the author of Shares Made Simple (9781905641451), Small Companies, Big Profits (9781905641789) and Understanding Company News (9781906659226).
Rodney is married with one daughter.
Contents of How to Build a Share PortfolioPreface
Part I - The Choice of Assets
1. The Range of Assets
What is a portfolio?
Works of art
Exchange Traded Funds
Summary comparison of assets
Mix and match
Why build a properly constructed portfolio?
2. The Attractions of Equities
Part II - Building a Portfolio
3. Basic Decisions
Investing for income
Investing for growth
Pounds, not numbers
Over and under weight
4. Top Down and Bottom Up
Best of both worlds
What to look for
6. Choosing Between Cyclicals and Defensives
Visibility of earnings
7. Investing for Dividends
Where to look for dividends
Dividends in dollars
8. Investing for Capital Growth
Case Study: Dogs of the Dow
9. When to Invest
Bull or bear market
Pound cost averaging
10. New Issues
Taken on merit
11. When Share Prices Fall
Catching falling knives
Part III - Managing Your Portfolio
12. Monitoring Your Portfolio
How often to monitor
Benefits of monitoring
13. Stop Losses and Averaging Down
14. Adding to Existing Holdings 177
Changes in circumstances 178 Lessons learnt 180
15. Selling Existing Holdings
Tracking news announcements
Taking some profits
16. Rights Issues and Placings
Rights issues at or near the market price
Placings and open offers
Special dividends and share buybacks
17. Takeovers and Demergers
18. Costs and Taxes
19. An Example Portfolio
Portfolio valuation (at start)
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