Investing

  1. Investment Strategies and Philosophies
    1. Passive Investing (Indexing)
      1. Buy and Hold Strategy
        1. Long-Term Approach
          1. Minimal Trading
            1. Cost Efficiency
            2. Benefits and Drawbacks
              1. Benefits
                1. Low Costs
                  1. Broad Diversification
                    1. Tax Efficiency
                      1. Simplicity
                      2. Drawbacks
                        1. Market Risk Exposure
                          1. No Downside Protection
                            1. Average Returns
                          2. Index Selection
                            1. Broad Market Indices
                              1. Sector Indices
                                1. Style Indices
                                  1. International Indices
                                2. Active Investing
                                  1. Value Investing
                                    1. Identifying Undervalued Stocks
                                      1. Price-to-Book Ratios
                                        1. Price-to-Earnings Ratios
                                          1. Discounted Cash Flow Analysis
                                          2. Margin of Safety
                                            1. Intrinsic Value Calculation
                                              1. Risk Mitigation
                                              2. Value Investing Principles
                                                1. Contrarian Approach
                                                  1. Long-Term Perspective
                                                    1. Quality Companies
                                                  2. Growth Investing
                                                    1. Identifying High-Growth Companies
                                                      1. Revenue Growth Rates
                                                        1. Market Expansion
                                                          1. Innovation Capabilities
                                                          2. Revenue and Earnings Growth
                                                            1. Sustainable Growth
                                                              1. Growth Quality
                                                                1. Growth at Reasonable Price (GARP)
                                                                2. Growth Metrics
                                                                  1. PEG Ratio
                                                                    1. Price-to-Sales Ratio
                                                                      1. Forward P/E Ratios
                                                                    2. Dividend Growth Investing
                                                                      1. Dividend Aristocrats
                                                                        1. Consistent Dividend Growth
                                                                          1. S&P 500 Dividend Aristocrats
                                                                          2. Reinvesting Dividends
                                                                            1. Compound Growth
                                                                              1. DRIP Programs
                                                                              2. Dividend Analysis
                                                                                1. Dividend Yield
                                                                                  1. Payout Ratio
                                                                                    1. Dividend Coverage
                                                                                      1. Free Cash Flow
                                                                                    2. Contrarian Investing
                                                                                      1. Market Sentiment Analysis
                                                                                        1. Fear and Greed Indicators
                                                                                          1. Sentiment Surveys
                                                                                          2. Identifying Overreactions
                                                                                            1. Temporary Setbacks
                                                                                              1. Market Inefficiencies
                                                                                              2. Contrarian Indicators
                                                                                                1. VIX Levels
                                                                                                  1. Put/Call Ratios
                                                                                                    1. Insider Trading
                                                                                                  2. Momentum Investing
                                                                                                    1. Trend Following
                                                                                                      1. Price Momentum
                                                                                                        1. Earnings Momentum
                                                                                                        2. Relative Strength Strategies
                                                                                                          1. Sector Rotation
                                                                                                            1. Stock Ranking Systems
                                                                                                            2. Momentum Indicators
                                                                                                              1. Moving Average Systems
                                                                                                                1. Breakout Strategies
                                                                                                            3. Dollar-Cost Averaging
                                                                                                              1. How It Works
                                                                                                                1. Regular Investment Schedule
                                                                                                                  1. Fixed Dollar Amounts
                                                                                                                    1. Automatic Investing
                                                                                                                    2. Advantages and Limitations
                                                                                                                      1. Advantages
                                                                                                                        1. Reduces Timing Risk
                                                                                                                          1. Disciplined Approach
                                                                                                                            1. Lower Average Cost
                                                                                                                            2. Limitations
                                                                                                                              1. Opportunity Cost
                                                                                                                                1. Transaction Costs
                                                                                                                                  1. Market Trend Dependency
                                                                                                                                2. Implementation Strategies
                                                                                                                                  1. 401(k) Contributions
                                                                                                                                    1. Systematic Investment Plans
                                                                                                                                      1. Automatic Investment Services

                                                                                                                                  Previous

                                                                                                                                  6. Portfolio Management

                                                                                                                                  Go to top

                                                                                                                                  Next

                                                                                                                                  8. Behavioral Finance