Getting Started in Investment Analysis

The intent of Getting Started in Investment Analysis is to help people analytically kick the tires of potential investment options rather than just blindly buy stocks. This book won’t enable everyone to pick stock winners, but it will make an investor more of an active participant in what to do with his or her hard-earned money. Very elementary examination of charts, identifying correlations, and doing simple statistical tests will give an investor some feel for the viability or risk of an investment.

There are thousands of publicly traded stocks available for purchase, and the positive aspects of these stocks are readily available in the communications released by each of the companies. Given this smorgasbord of stock choices, in addition to other investment options such as bonds and real estate, an investor can afford to be very selective. When in doubt, find another investment! That’s why, on reading this book, at times it may seem that the bar on stock purchase is set very high. It should be! Due diligence should occur before you invest in anything. Consider the time and effort it took to save the investment funds versus the relatively little effort it takes to make sure those funds are invested wisely.

Getting Started in Investment Analysis will do the following:

• Show you how to critically judge the quality of stock or investment data and then separate the good data from the bad.
• Help you glean insights from valid investment data by using graphs and looking for correlations.
• Enable you to understand the additional complications related to retirement investing.
• Assist you in doing simple quantitative data analysis by utilizing Microsoft’s Excel and high school mathematics.

Contents:

•  Getting Good Data.
• Identify Visual Correlations.
• Types of Data.
• Probability.
• Plots and Distributions.
• Testing Variables Data.
• Testing Proportional Data.
• Is a Stock or the Stock Market Overpriced?
• Using Investment Analysis to Estimate When an Economic Bubble Will Break.
• The U.S.Consumer Has Been Reducing Savings, Drawing Out Home Equity, and Increasing Debt. So, Should an Investor Be in the Stock Market?
• Quick-Use Baseline Retirement Numbers.
• Adjustments for a Pension, a Lower Savings Level, or a Reduced Retirement Budget.
• Assumptions/Rationale in Savings Calculations.

Getting Started in Investment Analysis By Warren Brussee pdf