Stock Investing For Dummies

Cover
Title Page
Copyright
Introduction
   About This Book
   Foolish Assumptions
   Icons Used in This Book
   Beyond the Book
   Where to Go from Here
Part 1: The Essentials of Stock Investing
   Chapter 1: Surveying the World of Stock Investing
      Understanding Investment Basics
      Preparing to Buy Stocks
      Knowing How to Pick Winners
   Chapter 2: Taking Stock of Your Current Financial Situation and Goals
      Establishing a Starting Point by Preparing a Balance Sheet
      Funding Your Stock Program
      Setting Your Sights on Your Financial Goals
   Chapter 3: Defining Common Approaches to Stock Investing
      Matching Stocks and Strategies with Your Goals
      Investing for the Future
      Investing for a Purpose
      Investing for Your Personal Style
   Chapter 4: Recognizing Risk and Volatility
      Exploring Different Kinds of Risk
      Getting the Scoop on Volatility
      Minimizing Your Risk
      Weighing Risk against Return
   Chapter 5: Stock Investing through Exchange-Traded Funds
      Comparing Exchange-Traded Funds and Mutual Funds
      Choosing an Exchange-Traded Fund
      Taking Note of Indexes
Part 2: Before You Start Buying
   Chapter 6: Gathering Information
      Looking to Stock Exchanges for Answers
      Grasping the Basics of Accounting and Economics
      Staying on Top of Financial News
      Reading (And Understanding) Stock Tables
      Using News about Dividends
      Evaluating Investment Tips
   Chapter 7: Going for Brokers
      Defining the Broker’s Role
      Distinguishing between Full-Service and Discount Brokers
      Choosing a Broker
      Discovering Various Types of Brokerage Accounts
      Judging Brokers’ Recommendations
      Calling on Robo-Advisors
   Chapter 8: Investing for Long-Term Growth
      Becoming a Value-Oriented Growth Investor
      Using a Few Handy Tips to Choose Growth Stocks
   Chapter 9: Investing for Income and Cash Flow
      Understanding the Basics of Income Stocks
      Analyzing Income Stocks
      Exploring Some Typical Income Stocks
      Covered Call Writing for Income
      Writing Puts for Income
   Chapter 10: Understanding Technical Analysis for Stock Investors
      Comparing Technical Analysis and Fundamental Analysis
      Staying on Top of Trends
      Getting the Scoop on Technical Charts
      Strength Index
Part 3: Picking Winners
   Chapter 11: Using Basic Accounting to Choose Winning Stocks
      Recognizing Value When You See It
      Accounting for Value
   Chapter 12: Decoding Company Documents
      A Message from the Bigwigs: Reading the Annual Report
      Dig Deeper: Getting a Second Opinion
      Do It Yourself: Compiling Your Own Research Department
   Chapter 13: Emerging Sector and Industry Opportunities
      Telling the Difference between a Sector and an Industry
      Interrogating the Sectors and Industries
      Outlining Key Sectors and Industries
   Chapter 14: Small Cap Stocks, IPOs, and Stock Warrants
      Exploring Small Caps
      Investigating IPOs
      Cashing In on Stock Warrants
   Chapter 15: Factor Investing
      Surveying the Pros and Cons of Factor Investing
      Breaking Down the Factor Categories
      Getting into Factor-Based ETFs
      Checking Out a Few Factor Investing Examples
Part 4: Investment Strategies and Tactics
   Chapter 16: Discovering Screening Tools
      Understanding the Basics of Screening Tools
      Touring a Stock Screening Tool
      Checking Out an ETF Screening Tool
      A Few Final Points to Keep in Mind for Successful Stock Searches
   Chapter 17: Understanding Brokerage Orders and Trading Techniques
      Checking Out Brokerage Orders
      Buying on Margin
      Going Short and Coming Out Ahead
   Chapter 18: Investing During a Crisis
      Understanding What Happens Before a Crisis
      Taking Action as an Investor When a Crisis Looms
   Chapter 19: AI Investing
      Beginning with AI Basics
      Investing in AI Stocks
      Investing in AI-Related ETFs
      Investing in AI Indirectly
   Chapter 20: Keeping More of Your Money from the Taxman
      Paying through the Nose: The Tax Treatment of Different Investments
      Sharing Your Gains with the IRS
      Discovering the Softer Side of the IRS: Tax Deductions for Investors
      Taking Advantage of Tax-Advantaged Retirement Investing
Part 5: The Part of Tens
   Chapter 21: Ten Indicators of a Great Stock
      The Company Has Rising Profits
      The Company Has Rising Sales
      The Company Has Low Liabilities
      The Stock Is at a Bargain Price
      Dividends Are Growing
      The Market Is Growing
      The Company Is in a Field That Has a High Barrier to Entry
      The Company Has a Low Political Profile
      The Stock Is Optionable
      The Stock Is Benefiting from Favorable Megatrends
   Chapter 22: Ten Ways AI Can Boost Your Investing Strategies
      Providing Basic Investment Education
      Offering a Second Opinion
      Summarizing Complex Documents
      Optimizing Your Portfolio
      Helping with Real Estate Investing
      Deciphering Your 401(k)
      Conducting Fundamental Analysis
      Analyzing Market and Economic Sentiment
      Assisting with Financial Planning
      Creating Useful Calculations
   Chapter 23: Ten Investments and Strategies That Go Great with Stocks
      Covered Call Options
      Put Options
      Cash
      EE Savings Bonds
      I Bonds
      Sector Mutual Funds
      Bearish Exchange-Traded Funds
      Dividend Yield Exchange-Traded Funds
      Consumer Staples Exchange-Traded Funds
      Reinvestment
   Chapter 24: Ten Investing Pitfalls and Challenges for 2024–2034
      Trillion-Dollar Pension Shortfalls
      Taiwan
      The Bond and Debt Bubble
      AI Opportunities and Problems
      Federal Deficits and Debt
      A Social Security and Medicare Reckoning
      Conflict and Terrorism
      A Potential Currency Crisis
      A Derivatives Time Bomb
      The Effects of Government Actions
Part 6: Appendixes
   Appendix A: Resources for Stock Investors
      Financial Planning Sources
      The Language of Investing
      Textual Investment Resources
      Investing Websites
      Investor Associations and Organizations
      Stock Exchanges
      Finding Brokers
      Fee-Based Investment Sources
      Exchange-Traded Funds
      Sources for Analysis
      Tax Benefits and Obligations
      Fraud
   Appendix B: Financial Ratios
      Liquidity Ratios
      Operating Ratios
      Solvency Ratios
      Common Size Ratios
      Valuation Ratios
   Appendix C: AI Resources and Tools for Stock Investing
      Beginners’ Tutorials and Courses on AI
      AI YouTube Channels
      Books about AI
      AI News and Views
      User Groups on AI and ChatGPT
      AI Resource Compilations
      Investing AI Tools
      Personal Finance AI Tools
      Tax and Budgeting AI Tools
      Robo-Advisors
      ChatGPT Alternatives
      Directories of AI Tools
      Other Finance-Specific Tools That Use Generative AI
Index
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