Hands-on, practical strategies to build your financial future
In To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio, veteran asset investor Kelly James Frank delivers an exciting and intuitive fresh approach that enables you to navigate an increasingly volatile market through the use of tailored portfolio maps.
In the book, you'll learn how to understand risk and how it affects you as an investor, how to prepare for your investing future, and how to uncover why you want to invest. You’ll also shore up your financial literacy and explore the difference between growth and value strategies.
The book offers a vivid and innovative approach to investing that you’ll actually have fun reading and its engaging philosophy ensures you'll be able to put your newfound knowledge to work immediately. You'll discover:
- The interconnected five factors that determine a share's current and future value
- Summaries, charts and sketches to help you remember the book's key insights and that you can use to record your own market observations and understanding
- An exploration of macroeconomics that sheds light on how decisions made by the Fed and the government can impact you as an individual investor
The perfect combination of fun and informative, To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio is an energetic and authoritative playbook to building a resilient and profitable investment portfolio.
Table of Contents
Preface 4
Introduction 5
Part 1: Moonscape 13
Chapter 1: Risk & Mindsets 13
Chapter 2: Preparation 17
Chapter 3: Some Helpful Math! 24
Part 2: Fuel 29
Chapter 4: Portfolio Guardrails: Quantity to Own & Diversification 29
Chapter 5: Snapshot of Financial Statements 32
Chapter 6: Financial Benchmarking 38
Part 3: Navigation 50
Chapter 7: Radar: Trendspotting and Correlations 50
Chapter 8: Making Sense of Corporate Strategy 60
Chapter 9: The Five-Stack Discovery 68
Part 4: The Equalizer 128
Chapter 10: The Double Eye: Imagination and Ideating 128
Chapter 11: Visual Investment Maps to Guide You! 133
Part 5: to the Moon! 142
Chapter 12: Execution of Your Stock Trade: Stops & Limits 143
Chapter 13: Information Satellites 148
Chapter 14: Other Plays: Options, Shorting, and Crypto 149
Chapter 15: Helpful Principles and Touchpoints 157
Chapter 16: Conclusion 161
Appendix A: Real-Life Financial Word-Fest 163
Appendix B: CPI 171
Appendix C: Unemployment Rate 171
Appendix D: GDP 172
Appendix E: Treasuries 173
Appendix F: Oil Prices 174
Appendix G: VIX 174
Appendix H: The Federal Reserve 175
Appendix I. Sector Components 176
