Frank Armstrong III (Coconut Grove, FL) is the founder and principal of Investor Solutions, Inc. He is a frequent contributor to CNNfn.com, and has appeared on CNN Headline News and PBS Morning Business Report.
PREFACE | xix | ||||
ACKNOWLEDGMENTS | xxi | ||||
1. INTRODUCTION | 1 | (6) | |||
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2 | (2) | |||
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4 | (3) | |||
2. GATHERING INTELLIGENCE | 7 | (10) | |||
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8 | (1) | |||
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9 | (2) | |||
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11 | (1) | |||
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11 | (4) | |||
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15 | (2) | |||
3. ASSESSING THE RISK | 17 | (24) | |||
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18 | (1) | |||
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21 | (3) | |||
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27 | (2) | |||
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39 | (2) | |||
4. TAMING THE BEAST | 41 | (12) | |||
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42 | (2) | |||
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44 | (1) | |||
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45 | (3) | |||
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48 | (2) | |||
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50 | (1) | |||
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51 | (2) | |||
5. A NIBBLE FROM THE FREE LUNCH | 53 | (8) | |||
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54 | (1) | |||
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54 | (4) | |||
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58 | (3) | |||
6. TRAVELS ON THE EFFICIENT FRONTIER | 61 | (8) | |||
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62 | (2) | |||
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64 | (1) | |||
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65 | (4) | |||
7. THE ASSET ALLOCATION DECISION | 69 | (6) | |||
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71 | (2) | |||
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73 | (1) | |||
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74 | (1) | |||
8. THE EFFICIENT MARKET DEBATE | 75 | (10) | |||
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76 | (1) | |||
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78 | (2) | |||
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82 | (3) | |||
9. CAN MANAGERS ADD VALUE? | 85 | (14) | |||
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86 | (1) | |||
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88 | (1) | |||
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90 | (5) | |||
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10. DOING IT WITH STYLE | 99 | (8) | |||
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105 | (2) | |||
11. MORE FUN WITH NUMBERS | 107 | (12) | |||
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108 | (1) | |||
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108 | (2) | |||
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110 | (1) | |||
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12. MAY DAY AND BETTER MOUSETRAPS | 119 | (8) | |||
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119 | (1) | |||
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120 | (1) | |||
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121 | (3) | |||
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124 | (1) | |||
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13. IT'S A JUNGLE OUT THERE! | 127 | (10) | |||
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128 | (2) | |||
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130 | (4) | |||
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134 | (2) | |||
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136 | (1) | |||
14. SETTING YOUR GOALS | 137 | (8) | |||
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138 | (1) | |||
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138 | (3) | |||
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141 | (1) | |||
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142 | (3) | |||
15. BUILDING YOUR PORTFOLIO | 145 | (12) | |||
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145 | (1) | |||
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146 | (1) | |||
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147 | (7) | |||
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154 | (3) | |||
16. PORTFOLIO TACTICS | 157 | (10) | |||
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160 | (2) | |||
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17. EDUCATION | 167 | (8) | |||
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167 | (2) | |||
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171 | (4) | |||
18. A COMPREHENSIVE APPROACH TO INVESTING DURING RETIREMENT | 175 | (14) | |||
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176 | (1) | |||
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177 | (4) | |||
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181 | (3) | |||
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184 | (1) | |||
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19. THE JOYS OF FUND SELECTION | 189 | (12) | |||
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190 | (1) | |||
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190 | (4) | |||
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20. THE GOOD, THE BAD, AND THE UGLY | 201 | (14) | |||
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21. FUND ALTERNATIVES | 215 | (10) | |||
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215 | (2) | |||
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22. TENDING YOUR GARDEN | 225 | (8) | |||
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231 | (2) | |||
23. INVESTOR, HEAL THYSELF! | 233 | (12) | |||
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235 | (2) | |||
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237 | (1) | |||
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242 | (1) | |||
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242 | (3) | |||
24. THE CULTIVATION, CARE, AND FEEDING OF INVESTMENT ADVISORS | 245 | (16) | |||
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246 | (1) | |||
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247 | (1) | |||
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247 | (1) | |||
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248 | (2) | |||
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251 | (8) | |||
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259 | (2) | |||
25. PULLING IT ALL TOGETHER: A SUMMARY | 261 | (10) | |||
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APPENDIX 1: The Joneses' Retirement Income Portfolio: Year-by-Year Results Compared to the Large Company Index and One-Months CDs | 271 | (2) | |||
APPENDIX 2: The Joneses' Income and Portfolio Values: Income From CDs: 1975-2002 | 273 | (4) | |||
APPENDIX 3: Adjusting the Portfolio for Individual Preferences: Annual Returns and Summary Data: 1975-2002 | 277 | (2) | |||
APPENDIX 4: Sample Investment Policy Statement | 279 | (12) | |||
RECOMMENDED BOOK LIST | 291 | (2) | |||
INDEX | 293 |
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