Produktbild: Income Investing Today

Income Investing Today Safety and High Income Through Diversification

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.05.2007

Verlag

Wiley

Seitenzahl

256

Maße (L/B/H)

24/16,1/1,8 cm

Gewicht

569 g

Sprache

Englisch

ISBN

978-0-470-12860-2

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.05.2007

Verlag

Wiley

Seitenzahl

256

Maße (L/B/H)

24/16,1/1,8 cm

Gewicht

569 g

Sprache

Englisch

ISBN

978-0-470-12860-2

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Income Investing Today
  • Foreword xiii

    Preface xv

    Introduction xvii

    1 The Why and How of Fixed Income 1

    Why Consider Fixed Income 1

    Growth versus Income (Stocks versus Bonds) 1

    What Kind of Investor Are You? 4

    Investment Strategies 5

    Asset Allocation 5

    The Right Allocation for You 6

    Diversification 7

    Retirement Planning 11

    What's Exciting about 6 Percent Returns? 14

    What You Need to Know about Risk and Uncertainty 17

    Subjective Risks 18

    Objective Risks 19

    Uncertainty 20

    Understanding Interest Rates: General Features 21

    Compound Interest 31

    When Interest Rates Rise 32

    Comparative Yields Explained 34

    What to Pay: Fair Value Pricing 38

    When to Sell 40

    Using Leverage and Margin 43

    Credit Ratings 43

    Below-Investment-Grade Ratings 46

    How to Read the Ratings 49

    Credit Ratings Drift: An Ongoing Problem 51

    The Federal Reserve Bank 52

    Security Dealers and Brokers 56

    2 Information Sources and How to Use Them 59

    Investment Advice via the Media 59

    Prospectuses 60

    Misuse of the English Language 64

    Getting Railroaded by China 66

    When to Worry about the Accounting 69

    Financial Statements 71

    Balance Sheet 73

    Income Statement 75

    Statement of Cash Flows 76

    Shareholders' Equity Statement 77

    Defining Earnings 78

    More Important than the Numbers 79

    Summary 80

    3 Bonds 81

    Basic Features 81

    U.S. Treasuries 83

    Corporate Bonds 88

    Equipment Trust Certificates 90

    Direct Access Notes 90

    Junk Bonds 92

    Step-up and Pay-in-Kind Bonds 93

    Zero-Coupon Bonds 94

    Put Bonds 95

    Insured Municipal Bonds 96

    Lower Rated Muni Bonds 99

    Conduit Bonds 100

    Taxable Munis 100

    Unrated Munis 101

    Buying Municipal Bonds 103

    Municipal Bond Defaults 104

    Miscellaneous Topics 105

    The Bond Indenture and Trustee 105

    Call Provisions 106

    Put Provisions 109

    Money Market Accounts and Funds 110

    Certificates of Deposit 111

    Duration 111

    Questions to Ask When Buying a Corporate Bond 113

    Questions to Ask When Buying a Muni 114

    4 Preferreds and Hybrids 117

    General Features 117

    Hybrids: Bonds/Indirect Bonds 118

    Preferred Equity Traded (PET) Bonds 118

    Trust Preferreds 119

    Third-Party Trust Preferreds 120

    Foreign Preferreds 121

    Partnerships 121

    Perpetual Preferred Stock 122

    Buying Preferreds 122

    5 Convertibles and Adjustable-Rate Debt 127

    Convertible Bonds 127

    Convertible Preferreds 129

    Adjustable-Rate Debt 132

    6 Income Stocks 135

    Overview 135

    Canadian Energy and Royalty Trusts 136

    Other Canadian Trusts 138

    Real Estate Investment Trusts (REITS) 139

    Other Common Stocks 140

    7 Mutual Funds 143

    Overview 143

    Bond Funds 145

    Junk Bond Funds 147

    Municipal Bond Funds 148

    International Bond Funds 149

    Exchange-Traded Funds (ETFs) 149

    Closed-End Funds (CEFs) 152

    Closed-End Bond Funds 153

    Closed-End Preferred Funds 154

    Buy-Write Funds 155

    8 Securities and Other Investments to Avoid 157

    Unit Investment Trusts (UITs) 157

    Derivatives 158

    SEQUINS and ELKS 160

    PARRS 161

    Hedge Funds 162

    Commercial Paper, Bankers Acceptances, and Repos 164

    Collateralized Debt 164

    9 Other Topics of Interest 167

    Bankruptcy 167

    Endgame Strategies 173

    Tax Strategies 174

    Dividend Strategies 175

    Taxation and Mandatory Convertible Preferreds 176

    Tax Reporting 177

    Original Issue Discount 180

    10 Summing Up 183

    A Long-Term Strategy for Income Investing 183

    Appendix Internet Investment Information Sources 189

    Glossary 199

    Index 227