The Intelligent Portfolio Practical Wisdom on Personal Investing from Financial Engines 1st Edition by Christopher L Jones ISBN 0470228040 978-0470228043

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Product details: 

ISBN 10:0470228040 

ISBN 13:978-0470228043

Author:Christopher L.Jones

The Intelligent Portfolio draws upon the extensive insights of Financial Engines―a leading provider of investment advisory and management services founded by Nobel Prize-winning economist William F. Sharpe―to reveal the time-tested institutional investing techniques that you can use to help improve your investment performance. Throughout these pages, Financial Engines’ CIO, Christopher Jones, uses state-of-the-art simulation and optimization methods to demonstrate the often-surprising results of applying modern financial economics to personal investment decisions.

Table of contents: 

Now it’s Personal
A Changing World
The Grand Social Experiment: 401(k)
The Knowledge Gap
The Traditional Advice Model
Institutional Tools of the Trade

No Free Lunch
I’ll Take the one with the Highest Return…
A Little Bit of Latin: Ex-Ante and Ex-Post
How are the Prices of Risky Assets Set?
The Link Between Risk and Return
When High Risk does not Mean High Return
Hidden Risks and the Peso Problem
How Much Risk Am I Taking?
Risks and Returns of Different Assets
Does it Pass the Blush Test?

History is Bunk
History and Expected Returns
The Past is not the Future
History is Sometimes not What it Seems
Investing with Perfect Hindsight
The Lucky and the Skillful

The Wisdom of the Market
The Efficient Market?
What is the Market Portfolio?
What does the Market Portfolio Look Like?
There’s no Place Like Home
History of the Market Portfolio
Betting Against the Market
Avoiding Unintentional Bets
Risk and the Market Portfolio
The Market’s View of Future Returns
Market Portfolio Simulations
Final Thoughts

Getting the Risk Right
How to Measure Risk
Asset Mix and Short-Term Loss
Risk and Portfolio Outcomes
Risk and Time Horizon
Factors to Consider in Selecting a Risk Level
Examples of Informed Investor Behavior

An Unnecessary Gamble
A Different Sort of Beast
The Risk of Individual Stocks
The Implications of Individual Stock Risk
Expected Growth Rates
The Biggest Mistake in Retirement Investing
What About More Than One?
Do You Feel Lucky?
How to Invest in Stocks Safely
Hidden Costs
Dealing with Unwanted Stock Risk

How Fees Eat Your Lunch
It’s Basic Arithmetic
Big Business
For Every Winner there Has to Be a Loser
It Still Adds Up to Dollars
A Wide, Wide World
How Fees Eat Your Lunch
It’s a Heavy Load to Bear
Fees and the Bigger Picture
Practical Considerations

Smart Diversification
The Goals of Diversification
The Big Picture
Why Hierarchy is Bad for Portfolios
The Value of Asset Class Diversification
Diversification Ain’t What it Used to Be
Diversification and Investment Choices
The Big Picture: Part II
The Search for Better Diversification

Picking the Good Ones
The Stuff that Matters
It’s About the Future
Risk Tolerance and Fund Choice
Investment Style
Fund Expenses
Predicting Mutual Fund Performance
Rating Funds
Putting the Pieces Together
What it Takes to Rank Among the Best

Funding the Future
The Benefits of Being Flexible
Taxable and Tax-Deferred Savings
How Much do you Need?
From Wealth to Income
The Myth of Absolutes
Risk, Time, and Savings
What it Takes to Get there

Investing and Uncle Sam
Why you don’t Want to Minimize Taxes
How Taxes Impact Investment Returns
The Impact of Personal Tax Rates
Tax Efficiency of Asset Classes
Asset Placement
Mutual Fund Tax Efficiency
Municipal Bonds
Capital Gains and Losses
Putting it All Together

Wrapping it Up

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Tags: Christopher L Jones, Intelligent, Portfolio, Practical