Simplified equity investments

Paul Mladjenovic, the author of this text, is a certified financial planner (CFP), consultant, writer and public speaker who has helped people with financial and business problems since 1981. Mladjenovic graduated from the CFP in 1985 and graduated with a degree in degree from Seton Hall University. in 1981. He is also the author of the “Unofficial Guide to Zero-Cost Harvesting and Marketing Stocks”.

According to this author, equity investments are an extraordinary subject that is fascinating. Mladjenovic says that although the stock market has served millions of investors for nearly a century, recent years have shown him that an excellent investment vehicle, such as stocks, can be easily misunderstood, misused and even abused. He knows that the large bullfighting market from 1982 to 1999 stopped in 2000. Mladjenovic adds that between 2000 and 2001, millions of investors lost a total of $ 5 trillion, stressing that what surrounds him is that much of that loss was easy. avoidable. This consultant says that investors at the end of a bull market often find investing in stocks to be an easy, worry-free, mindless way to make a quick fortune.

Mladjenovic reveals that countless stories about investors who have lost huge sums of money speculating in technology stocks, dot-coms and other brilliant stocks are lessons for all of us. According to this expert, successful investment in stocks requires hard work and knowledge, like any other significant activity. He says that this will definitely help you avoid the mistakes that others have made and can point you in the right direction.

Structurally, this text is segmented into five parts of 24 chapters. The first part is generically named “The essence of equity investments” and contains five chapters. Chapter one is entitled “Exploring the Basics.” In the words of Mladjenovic here, “Equity investments became very furious in the 1990s. Investors watched their equity portfolios and mutual funds grow while the stock market experienced an 18-year growing market (or bull market). Investment activity in the United States is an excellent example of the popularity of stocks at that time … “

This author adds that the stock market is a stock market and a market like any other market. “The stock market is an established market in which people (investors) can freely buy and sell shares, because they are looking for gains in the form of appreciation … or income … or both,” Mladjenovic said.

Other concepts discussed in this chapter are how to understand why private companies become public; exploring initial public offerings; discovering different types of stocks; and find your way to successful investment.

Chapter two is based on assessing your financial situation and goals. According to this expert here, “Investing in stocks requires balance. Investors put too much money into stocks and therefore risk losing a significant portion of their wealth if the market were to decline. Then again, other investors place little or no money from the shares and therefore you are missing out on great opportunities to increase your wealth.The shares should be part of the portfolios of most investors, but the word operative is part.The shares should occupy only a part of your money. disciplined also has money in bank accounts, bonds, mutual funds and other assets that offer growth opportunities or income. Diversified risk. “This author also teaches you how to prepare your personal balance sheet; looking at the cash flow statement; and determining your financial goals.

In chapters three to five, Mladjenovic discusses concepts such as defining common approaches to investing in stocks; recognizing risks and obtaining a snapshot of the market.

The second part is briefly woven as “Before You Begin” and covers four chapters, ie chapters six through nine. Chapter six is ​​about gathering information. In the words of this author here, “Knowledge and information are two critical factors in equity investments … People who dive headlong into stocks without sufficient knowledge of the market in general and current information in particular, quickly learn the lesson of those who want diver who did not find out in advance that the pool was only an inch … In their haste to avoid the lack of the so-called gold investment, investors too often end up losing money … “

In chapters seven through nine, Mladjenovic analyzed X-ray concepts, such as walking for brokers; investment for growth; and investment for income.

The third part is based on the eclectic topic of election winners and contains four chapters, ie chapters ten to 13. Chapter ten is entitled “Execution of numbers: Using basic accounting to choose the winning actions”. Here, Mladjenovic says: “The choice of stocks may seem like a combination of art, luck, timing and science. There may seem to be a rhyme or a reason. When you turn to so-called experts, you get all sorts of opinions, which are often contradictory. .. The most tried and tested method of choosing a good stock starts with choosing a good company.Don’t rely on luck to help you choose good stocks; good old fashioned themes, research, and common sense are the best tools. diagnosis …. “

In chapters 11-13, this expert discusses concepts such as decoding company documents; industry analysis; and money, chaos and votes.

The fourth part is generally labeled “Investment Strategies and Tactics” and covers six chapters, ie chapters 14-19. Chapter 14 is entitled “Taking the bull (or bear) by the horns.” According to Mladjenovic here, “Understanding the investment environment can be even more important to your wealth consolidation success than choosing the right stock … Bull and bear markets have a tremendous effect on your stock choices …”

Chapters 15-19 are based on the topics of choosing the right strategy for you; stopping in the name of money; obtaining control over DPP, DRP and PDQ; looking at what those inside do; and tax benefits and obligations.

The fifth part focuses generically on the tens and covers five chapters, ie chapters 20-24. Chapter 20 is entitled “Ten Things to Think About Before You Invest.” According to Mladjenovic here, “Before you invest in anything, you must first make sure you have a strong economic base … A second prerequisite for investing is a complete understanding of the types of investments that are right for your situation. current life … Finally, you need to take the time to educate yourself on financial and investment issues …

In chapters 21-24, this expert conveys his analytical reflector on concepts such as ten things to remember after investing; ten signals of rising stock prices; ten warning signs of stock declines and ten ways to protect yourself from fraud.

In terms of style, one thing that works for this text is the simplicity of the language. There is the use of graphic embroidery, especially cartoons, to obtain a visual reinforcement of readers’ understanding and to soften, otherwise, too much seriousness of the concepts.

However, even if the title is meant to communicate the depth of the research and the didactic skill of the text, it sounds somehow contemptuous. It probably should have been “Investing in simplified stocks”.

Overall, this text is fantastic. It is a must-read for anyone who wants to create wealth through equity investments.

GOKE ILESANMI, editor-in-chief / CEO of and general consultant / executive director of Gokmar Communication Consulting, is a certified public speaker / Emcee, communication specialist (business), motivational speaker, coach in career management, renowned book reviewer, corporate leadership expert and editorial consultant.

Tel: +234 (0) 8055068773; Tel: +234 (0) 8056030424 E-mail: [email protected]; [email protected]

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