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

by Thomason, William; Schwab, Charles

• ISBN13: 9780471465140
• ISBN10: 0471465143
• Edition: 1st
• Format: Hardcover
• Copyright: 2005-10-14
• Publisher: Wiley
• More Book Details

Summary

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.

Author Biography

William E. Thomason is a professional money manager who manages both traditional and alternative investments for his firm as its Chief Investment Officer. He currently serves on the board of three private companies, is a member of NASP (National Association of Securities Professionals), and is the founder of the Wall Street Wizards Urban Financial Literacy Program and The Wall Street West Financial Literacy Fund, a non-profit organization bringing financial literacy and career opportunities to urban youth. He also serves as a consultant to a $75 million Community Development Venture Capital Fund—investing in privately held inner-city businesses—and is a founding member of Urban Economy, a nonprofit membership network dedicated to fostering innovation in urban communities. Thomason has appeared in numerous financial publications such as Black Enterprise, Smart Money, Barron's and the Wall Street Journal. He has also received numerous awards in acknowledgment of his professional and civic achievements. Thomason is a popular speaker and resides in the San Francisco Bay Area.

Table of Contents

Foreword	ix
Acknowledgments	xi
Introduction	1	(4)
Chapter 1 Getting Started: Setting Goals, Choosing Investments, Getting Information	5	(34)
Chapter 2 Understanding Financial Statements: Analyze Companies Like a Financial Analyst	39	(24)
Chapter 3 Calculate a Company's Expenses, Earnings, Financial Ratios, and Profit Margins	63	(32)
Chapter 4 Fundamental Analysis: Assessing the Value of Potential Investments	95	(28)
Chapter 5 How the Pros Know When to Buy	123	(20)
Chapter 6 Investing Strategies You Can Use to Know When to Buy	143	(42)
Chapter 7 Know When to Sell	185	(28)
Chapter 8 Portfolio Management 101: Putting It All Together	213	(44)
More Than Just a Glossary	257	(18)
About the Author	275	(2)
Index	277