10 Ways to Invest

This book compares and contrasts 10 distinct investment philosophies and how each leads to different approaches to investment selection, portfolio construction, and risk management in practice. Each chapter aims to outline the principles and practical decisions of each different way of investing with the goal of helping readers better understand the logical implications of their own way of investment thinking, as well as a framework for evaluating how higher level investment decisions are made by their pension funds and other institutions.

Critiques assumptions & implications of investment philosophies e.g. growth vs value or diversification vs concentration Evaluates different ways fund, pension, and portfolio managers think today, and what those beliefs imply in practice Explains to investors diverse ways to understand risk and return whether investing in stocks, bonds or real estate

Autorentext

Tariq Dennison TEP is an American wealth manager based in Switzerland. He previously worked at Accenture, Commerzbank, Bear Stearns, J.P. Morgan, CIBC, and Société Générale in San Francisco, New York, Toronto, London and Hong Kong, and taught fixed income and alternative investments at ESSEC Business School in Singapore. Tariq has appeared regularly on CNBC and RTHK, and been quoted in Reuters. Mr. Dennison holds a Bachelor's degree in Mathematics and the History of Philosophy from Marquette University and a Master's in Financial Engineering from the University of California at Berkeley's Haas School of Business.

Klappentext

"There is no single "right" way to invest, and this book critically reviews some of the most popular strategies."

--Benjamin Felix, Portfolio Manager, Head of Research at PWL Capital, Ottawa, Canada

"A thoughtful comparison on different approaches to investing, and their respective pitfalls."
--Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth, Missouri, USA

Classical academic finance treats investment like a math puzzle with a single answer for everyone. Investors have the same goals, the same definitions of risk and return, and, broadly speaking, should all have the same portfolios. In contrast, Dennison recognizes that investors have reason to invest in a variety of manners. His common-sense, plain-English outline clarifies those options to young investors, near retirees, and even active investors, for whom engaged investing might seem daunting, overly mathematical, or just discouraged. 10 Ways to Invest will help investors make choices most suitable to them. Just don't tell the academics.

--Daniel Peris, author of The Ownership Dividend (2024), Federated Hermes, Pittsburgh, USA

This book compares and contrasts 10 distinct investment philosophies and how each leads to different approaches to investment selection, portfolio construction, and risk management in practice. Each chapter aims to outline the principles and practical decisions of each different way of investing with the goal of helping readers better understand the logical implications of their own way of investment thinking, as well as a framework for evaluating how higher level investment decisions are made by their pension funds and other institutions.

Tariq Dennison TEP is an American wealth manager based in Switzerland. He previously worked at Accenture, Commerzbank, Bear Stearns, J.P. Morgan, CIBC, and Société Générale in San Francisco, New York, Toronto, London and Hong Kong, and taught fixed income and alternative investments at ESSEC Business School in Singapore. Tariq has appeared regularly on CNBC and RTHK, and been quoted in Reuters. Mr. Dennison holds a Bachelor's degree in Mathematics and the History of Philosophy from Marquette University and a Master's in Financial Engineering from the University of California at Berkeley's Haas School of Business.

Inhalt

Chapter 1: The Boglehead, aka the Passive Indexer.- Chapter 2: The Factor Investor, aka The Tilter.- Chapter 3: The Business Owner.- Chapter 4: The Landlord.-Chapter 5: The Dividend Investor.- Chapter 6: The Value Investor.- Chapter 7: The Special Situations Specialist.- Chapter 8: The Growth Investor.- Chapter 9: The Insurance Underwriter.- Chapter 10: The Option Buyer, aka Trend Follower.