Eric Tyson - Investing All-in-One For Dummies

10 Book 6: Investing Online Chapter 1: Getting Ready for Online Investing Why Investing Online Is Worth Your While Getting Started Gut-Check Time: How Much Risk Can You Take? Passive or Active? Deciding What Kind of Investor You Plan to Be Chapter 2: Getting Your Device Ready for Online Investing Turning Your Device into a Trading Station Tracking the Market’s Every Move Monitoring Market-Moving News Checking In on Wall Street Chatter Keeping Tabs on the Regulators Searching the Internet High and Low Keeping the Bad Guys Out: Securing Your PC Mastering the Basics with Online Tutorials and Simulations Chapter 3: Connecting with an Online Broker Finding the Best Broker for You Separating the Types of Brokerages Avoiding Hidden Fees Finding Out What Reviewers Think Is Your Money Safe? Checking Out Your Broker Cutting the Cord: Mobile Trading Pay Attention to Where Your Cash Is Parked: Money Market Funds Buying Stocks and Mutual Funds without a Broker Opening and Setting Up Your Account Chapter 4: Entering and Executing Trades Understanding How Stock Trades and Shares Are Handled Getting It Done: Executing Your Trades

11 Book 7: Introducing Fundamental Analysis Chapter 1: Understanding Fundamental Analysis Why Bother with Fundamental Analysis? Knowing the Tools of the Fundamental Analysis Trade Making Fundamental Analysis Work For You Chapter 2: Getting Up to Speed with Fundamental Analysis What Is Fundamental Analysis? Comparing Fundamental Analysis with Other Ways of Picking Investments Putting Fundamental Analysis to Work For You Making Money with Fundamental Analysis The Fundamental Analysis Toolbox Chapter 3: Gaining an Edge with Fundamental Analysis Better Investing with Fundamentals Relying on the Basic Info the Pros Use Figuring Out When to Buy or Sell a Stock Chapter 4: Getting Your Hands on Fundamental Data Getting in Sync with the Fundamental Calendar Getting Up to Speed with Basic Accounting and Math Knowing How to Get the Fundamental Data You Need

12 Book 8: Investing in Real Estate Chapter 1: Evaluating Real Estate as an Investment Understanding Real Estate’s Income- and Wealth-Producing Potential Recognizing the Caveats of Real Estate Investing Comparing Real Estate to Other Investments Determining Whether You Should Invest in Real Estate Fitting Real Estate into Your Plans Chapter 2: Covering Common Real Estate Investments Identifying the Various Ways to Invest in Residential Income Property Surveying the Types of Residential Properties You Can Buy Considering Commercial Real Estate Buying Undeveloped or Raw Land Chapter 3: Identifying Sources of Capital Calculating the Costs of Admission Rounding Up the Required Cash by Saving Overcoming Down Payment Limitations Chapter 4: Location, Location, Value Deciding Where to Invest Finding Properties to Add Value Evaluating a Region: The Big Picture Investigating Your Local Market Evaluating Neighborhoods Mastering Seller’s and Buyer’s Markets

13 Book 9: Investing in Trends Chapter 1: Taking the Nickel Tour of Cannabis Investing Weighing the Pros and Cons of Investing in Cannabis Investing in Businesses That Touch the Plant or Those That Don’t Exploring Your Investment Options Finding Investment Opportunities Researching Investment Opportunities Planning Your Investment Strategy Investing in a Cannabis Business Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing Recognizing the Impact of Laws on the Industry Riding the Waves of Politics and Culture Accounting for the High Costs of Doing Business Chapter 3: What Is a Cryptocurrency? Beginning with the Basics of Cryptocurrencies Gearing Up to Make Transactions Making a Plan Before You Jump In Chapter 4: How Cryptocurrencies Work Explaining Basic Terms in the Cryptocurrency Process Cruising through Other Important Crypto Concepts Stick a Fork in It: Digging into Cryptocurrency Forks Chapter 5: Entering the World of ESG Investing Surveying the Current ESG Landscape Exploring What ESG Is (and Isn’t) Understanding ESG’s Impact on the Environment, Society, and Governance Using International Standards to Determine ESG Objectives

14 Index

15 About the Authors

16 Connect with Dummies

17 End User License Agreement

1 Book 1 Chapter 2 TABLE 2-1 Largest U.S. Stock Market Declines * TABLE 2-2 Inflation’s Corrosive Effect on Your Money’s Purchasing Power TABLE 2-3 How Compounding Grows Your Investment Dollars

2 Book 2 Chapter 2 TABLE 2-1 2021 Federal Income Tax Rates for Single and Married Households Filing...

3 Book 3 Chapter 1 TABLE 1-1 A Sample Stock Table TABLE 1-2 The Life of the Quarterly Dividend

4 Book 3 Chapter 2 TABLE 2-1 Grobaby, Inc., Income Statement TABLE 2-2 Grobaby, Inc., Balance Sheet

5 Book 3 Chapter 3TABLE 3-1 Comparing Yields

6 Book 3 Chapter 4TABLE 4-1 XYZ Balance Sheet — December 31, 2021TABLE 4-2 XYZ Income Statement — December 31, 2021

7 Book 5 Chapter 2TABLE 2-1 Comparing the Van Wagoner Emerging Growth Fund’s Performance

8 Book 5 Chapter 4TABLE 4-1 ETFs versus Mutual Funds versus Individual StocksTABLE 4-2 Rock-Bottom-Priced ETFsTABLE 4-3 Holdings of the iShares Dow Jones U.S. Energy Sector ETF as of Mid-Aug...

9 Book 5 Chapter 5TABLE 5-1 Standard Deviation of Two Hypothetical ETFsTABLE 5-2 Recent Performance of Various Investment StylesTABLE 5-3 Recent Performance of Various Market Sectors

10 Book 6 Chapter 2TABLE 2-1 Key Market IndexesTABLE 2-2 SEC Forms You Can Use

11 Book 6 Chapter 3TABLE 3-1 Deep DiscountersTABLE 3-2 Discounters

12 Book 7 Chapter 1TABLE 1-1 Watch Out! A Falling Knife!

13 Book 7 Chapter 3TABLE 3-1 Fundamentals Matter: Value Beats GrowthTABLE 3-2 Measuring the Size of CompaniesTABLE 3-3 Big Buffett Bets

14 Book 7 Chapter 4TABLE 4-1 Filing Deadlines for Key Documents

15 Book 8 Chapter 1TABLE 1-1 How a Rental Property’s Income and Wealth Build Over Time

1 Book 1 Chapter 2FIGURE 2-1: What are the odds of making or losing money in the U.S. markets? In...FIGURE 2-2: The longer you hold stocks, the more likely you are to make money. FIGURE 2-3: Even the bull market of the 1990s wasn’t kind to every company. FIGURE 2-4: A historical view of bond performance: Inflation has eroded bond re...FIGURE 2-5: History shows that stocks have been a consistent long-term winner. FIGURE 2-6: Plenty of investing opportunities exist outside the United States.

2 Book 2 Chapter 4FIGURE 4-1: A sample Truth in Savings Disclosure statement from an online bank....

3 Book 4 Chapter 4FIGURE 4-1: A typical bond ladder.

4 Book 5 Chapter 2FIGURE 2-1: How to spot load funds.

5 Book 5 Chapter 4FIGURE 4-1: The secret to ETFs’ tax friendliness lies in their very structure.

6 Book 5 Chapter 5FIGURE 5-1: The risk levels of a sampling of ETFs. FIGURE 5-2: The style box or grid.

7 Book 6 Chapter 2FIGURE 2-1: Setting financial websites as favorites is a matter of just clickin...FIGURE 2-2: The Fed’s website makes it easy to track important interest rates.

8 Book 7 Chapter 2FIGURE 2-1: A square with three slices is the best way to understand the relati...

9 Book 8 Chapter 4FIGURE 4-1: Property knowledge sheet.

10 Book 9 Chapter 2FIGURE 2-1: Check out an online map to determine overall legal status.

11 Book 9 Chapter 4FIGURE 4-1: An example of a hard fork. FIGURE 4-2: An example of a soft fork.

12 Book 9 Chapter 5FIGURE 5-1: ESG Cube with intersections between factors. FIGURE 5-2: Industry sectors per the SASB’s Materiality Map. FIGURE 5-3: Popular ESG investment strategies. FIGURE 5-4: Material indicators per the SASB’s Materiality Map.

1 Cover

2 Title Page

3 Copyright

4 Table of Contents

5 Begin Reading

6 Index

7 About the Authors