Stock Market for Beginners

  1. Portfolio Management and Monitoring
    1. Portfolio Tracking and Analysis
      1. Performance Measurement
        1. Return Calculation
          1. Benchmark Comparison
            1. Risk-Adjusted Returns
              1. Time-Weighted Returns
              2. Portfolio Monitoring Tools
                1. Brokerage Platform Tools
                  1. Third-Party Applications
                    1. Spreadsheet Tracking
                      1. Manual Record Keeping
                      2. Performance Reporting
                        1. Regular Review Schedule
                          1. Performance Attribution
                            1. Goal Progress Assessment
                          2. Portfolio Rebalancing
                            1. Rebalancing Fundamentals
                              1. Asset Allocation Drift
                                1. Risk Management Benefits
                                  1. Return Enhancement Potential
                                  2. Rebalancing Triggers
                                    1. Time-Based Rebalancing
                                      1. Threshold-Based Rebalancing
                                        1. Combination Approaches
                                        2. Rebalancing Implementation
                                          1. Selling Overweight Positions
                                            1. Buying Underweight Positions
                                              1. Tax Considerations
                                                1. Transaction Cost Management
                                              2. Investment Decision Making
                                                1. When to Buy More
                                                  1. Dollar-Cost Averaging Schedules
                                                    1. Market Opportunity Recognition
                                                      1. Goal-Based Additions
                                                      2. When to Sell
                                                        1. Goal Achievement
                                                          1. Fundamental Deterioration
                                                            1. Portfolio Rebalancing Needs
                                                              1. Risk Management Requirements
                                                                1. Tax Harvesting Opportunities
                                                                2. Position Sizing
                                                                  1. Individual Stock Limits
                                                                    1. Sector Concentration Limits
                                                                      1. Risk Budget Allocation
                                                                    2. Tax Considerations
                                                                      1. Capital Gains Taxation
                                                                        1. Short-Term Capital Gains
                                                                          1. Long-Term Capital Gains
                                                                            1. Tax Rate Differences
                                                                              1. Holding Period Requirements
                                                                              2. Dividend Taxation
                                                                                1. Qualified Dividends
                                                                                  1. Ordinary Dividends
                                                                                    1. Tax Reporting Requirements
                                                                                    2. Tax-Loss Harvesting
                                                                                      1. Offsetting Gains with Losses
                                                                                        1. Wash Sale Rules
                                                                                          1. Carryforward Provisions
                                                                                          2. Tax-Efficient Investing
                                                                                            1. Asset Location Strategies
                                                                                              1. Tax-Advantaged Account Usage
                                                                                                1. Index Fund Benefits

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                                                                                            7. Practical Implementation

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                                                                                            9. Market Dynamics and Economic Factors