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Make Money Work For You--Instead of You Working for It: Lessons from a Portfolio Manager

Make Money Work For You--Instead of You Working for It: Lessons from a Portfolio Manager

William Thomason, Charles Schwab Jr. (Foreword by)

ISBN: 978-0-471-46514-0 October 2005 304 Pages


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An invaluable primer to the world of investing

Money Lessons from a Money Manager speaks directly to the individual who wants to manage their own investment portfolio just like a professional portfolio manager would. Written by portfolio manager William Thomason, this comprehensive guide provides professional investment advice on how to identify, research and ultimately purchase profitable investments. The book covers such subjects as fundamental analysis, understanding financial statements and financial ratios, when to buy and sell, portfolio construction and various investment strategies that readers can use to manage their own money just like a professional portfolio manager. Easy to read and informative, this book is a valuable resource for readers looking to take their first steps in the world of professional portfolio management for themselves.

Foreword ix

Acknowledgments xi

Introduction 1

Chapter 1 Getting Started: Setting Goals, Choosing Investments, Getting Information 5

Chapter 2 Understanding Financial Statements: Analyze Companies Like a Financial Analyst 39

Chapter 3 Calculate a Company’s Expenses, Earnings, Financial Ratios, and Profit Margins 63

Chapter 4 Fundamental Analysis: Assessing the Value of Potential Investments 95

Chapter 5 How the Pros Know When to Buy 123

Chapter 6 Investing Strategies You Can Use to Know When to Buy 143

Chapter 7 Know When to Sell 185

Chapter 8 Portfolio Management 101: Putting It All Together 213

More Than Just a Glossary 257

About the Author 275

Index 277