The Only Guide to Alternative Investments You'll Ever Need

The Only Guide to Alternative Investments You'll Ever Need

4.11 - 1251 ratings - Source

The rewards of carefully chosen alternative investments can be great. But many investors dona€™t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.The real question is whether writing covered calls represents an efficient investment strategy, or if there are better ways ... A call is an option contract that gives the holder the right, but not the obligation, to buy a security at a predetermined ... return is based on the call premium and the value of the stock that the call writer still owns. ... Marketers of covered-call strategies use the Sharpe ratio to demonstrate.

Title:The Only Guide to Alternative Investments You'll Ever Need
Author:Larry E. Swedroe, Jared Kizer
Publisher:John Wiley and Sons - 2010-05-13


You Must CONTINUE and create a free account to access unlimited downloads & streaming