Fundamentals of Investing

PART ONE: PREPARING TO INVEST Chapter 1: The Investment Environment Investments and the Investment Process Investment Vehicles Making Investment Plans Meeting Liquidity Needs: Investing in Short-Term Vehicles Chapter 2: Markets and Transactions Securities Markets Globalization of Securities Markets Trading Hours and Regulation of Securities Markets Basic Types of Securities Transactions Chapter 3: Investment Information and Securities Transactions Online Investing Types and Sources of Investment Information Understanding Market Averages and Indexes Making Securities Transactions Investment Advisers and Investment Clubs PART TWO: IMPORTANT CONCEPTUAL TOOLS Chapter 4: Return and Risk The Concept of Return Measuring Return Risk: The Other Side of the Coin Chapter 5: Modern Portfolio Concepts Principles of Portfolio Planning The Capital Asset Pricing Model (CAPM) Traditional Versus Modern Portfolio Management PART THREE: INVESTING IN COMMON STOCKS Chapter 6: Common Stocks What Stocks Have to Offer Basic Characteristics of Common Stock Common Stock Dividends Types and Uses of Common Stock Chapter 7: Analyzing Common Stocks Security Analysis Economic Analysis Industry Analysis Fundamental Analysis Chapter 8: Stock Valuation Valuation: Obtaining a Standard of Performance Stock Valuation Models Chapter 9: Technical Analysis, Market Efficiency, and Behavioral Finance Technical Analysis Random Walks and Efficient Markets Behavioral Finance: A Challenge to the Efficient Market Hypothesis PART FOUR: INVESTING IN FIXED-INCOME SECURITIES Chapter 10: Fixed-Income Securities Why Invest in Bonds? Essential Features of a Bond The Market for Debt Securities Convertible Securities Chapter 11: Bond Valuation The Behavior of Market Interest Rates The Pricing of Bonds Measures of Yield and Return Duration and Immunization Bond Investment Strategies PART FIVE: PORTFOLIO MANAGEMENT Chapter 12: Mutual Funds: Professionally Managed Portfolios The Mutual Fund Concept Types of Funds and Services Investing in Mutual Funds Chapter 13: Managing Your Own Portfolios Constructing a Portfolio Using an Asset Allocation Scheme Evaluating the Performance of Individual Investments Assessing Portfolio Performance Timing Transactions PART SIX: DERIVATIVE SECURITIES Chapter 14: Options: Puts and Calls Put and Call Options Options Pricing and Trading Stock-Index and Other Types of Options Chapter 15: Commodities and Financial Futures The Futures Market Financial Futures Appendix A: Financial Tables Glossary Index Online Chapters at the Companion Website Chapter 16: Investing in Preferred Stocks Chapter 17: Tax-Advantaged Investments Chapter 18: Real Estate and Other Tangible Investments