Introduction to Investment Analysis and Portfolio Management

SUMMARY OF WHAT YOU CAN EXPECT

If you are looking for a quick recipe that will make you rich, this book is not for you. On the contrary, If you are looking to expand your human capital and learn solid pillars on which you can confidently base your investment decisions, I believe you will find this book of interest.

The objective is to present key economic, financial and market elements so you can do your own analysis, have your own strategy and be able to follow up markets and build wealth by making informed and properly researched decisions (truth is that fixed recipes do not work for all investors equally!). If you are just starting to invest you will find this book of particular interest. My idea is not to give you a recipe that you must follow blindly but rather set you free and capable of taking care of your own financial destiny. Being wealthy is the final objective and destination, but the journey is what will take most of your time, so make sure you enjoy it. And the best way to enjoy it is by understanding it.

SOME OF THE CONCEPTS COVERED

- Portfolio Return Measurements and Risk Management Tools

- Review of key Economic Data and their impact on markets. Diagnostic, View and Positioning strategy

- Understanding of Economic Cycles and description of the sectors and industries of the economy for building an intelligent asset allocation

- Indexes, ETFs and how to read market fluctuations

- Description of Asset Classes, Asset Allocations and rebalancing strategies

- Introduction to Technical Analysis (looking for tendencies and patters in the data that could predict future price movements) 

- Financial Ratios and Indicators for Fundamental Analysis 

- A list of solid companies by sector to start building a successful portfolio

Note: This e-book is filled with several examples, charts and websites references for further information