basket 0 items @ £
View Basket

How to Build a Share Portfolio

A practical guide to selecting and monitoring a portfolio of shares

By Rodney Hobson

Free eBook with every Print Edition

Claim your free eBook now

Product Information

Format(s): -

ISBN(s): -

Published:

Edition:

Author:

No. of pages:

SKU(s): -

About the Author

Rodney Hobson

Rodney Hobson is an experienced financial journalist who has held senior editorial positions with publications in the UK and Asia and is currently Editor of Ipreo, an international financial services group.

Among posts he has held are News Editor for the Business section of The Times, Business Editor of the Singapore Monitor, Deputy Business Editor of the Far Eastern Economic Review, Head of ... Read more on Rodney Hobson

Contents Listing

Preface
Introduction

Part I - The Choice of Assets

1. The Range of Assets
What is a portfolio?
Shares
Cash
Gold
Gilts
Company bonds
Property
Works of art
Collectibles
Funds
Exchange Traded Funds
Summary comparison of assets
Costs
Mix and match
Why build a properly constructed portfolio?
Lessons learnt

2. The Attractions of Equities
Performance
Diversification
Foreign stocks
Lessons learnt

Part II - Building a Portfolio

3. Basic Decisions
Investing for income
Investing for growth
How many?
Pounds, not numbers
Sectors
Weightings
Over and under weight
Lessons learnt

4. Top Down and Bottom Up
Top down
Bottom up
Best of both worlds

5. Fundamentals
What to look for
Company analysis
Lessons learnt

6. Choosing Between Cyclicals and Defensives
Timing issues
Visibility of earnings
Cyclicals
Defensives
Lessons learnt

7. Investing for Dividends
Where to look for dividends
Dividend cuts
High payers
Dividends in dollars
Lessons learnt

8. Investing for Capital Growth
Growth companies
Value investing
Case Study: Dogs of the Dow
Lessons learnt

9. When to Invest
Bull or bear market
Volatile markets
Buying opportunities
Pound cost averaging
Lessons learnt

10. New Issues
Taken on merit
Pricing
Book building
Lessons learnt

11. When Share Prices Fall
Catching falling knives
Profit warnings
Lessons learnt

Part III - Managing Your Portfolio

12. Monitoring Your Portfolio
How often to monitor
Measuring performance
Benefits of monitoring

13. Stop Losses and Averaging Down
Stop losses
Averaging down
Lessons learnt

14. Adding to Existing Holdings 177
Changes in circumstances 178 Lessons learnt 180

15. Selling Existing Holdings
Keeping calm
Tracking news announcements
Taking some profits
Lessons learnt

16. Rights Issues and Placings
Right issues
Grandiose schemes
Rights issues at or near the market price
Placings and open offers
Special dividends and share buybacks
Lessons learnt

17. Takeovers and Demergers
Takeovers
Demergers
Lessons learnt

18. Costs and Taxes
Costs
Taxes

19. An Example Portfolio
Shares bought
Portfolio valuation (at start)
Dividends received
Issues faced
Lessons learnt

Index
Preface
Introduction

Part I - The Choice of Assets

1. The Range of Assets
What is a portfolio?
Shares
Cash
Gold
Gilts
Company bonds
Property
Works of art
Collectibles
Funds
Exchange Traded Funds
Summary comparison of assets
Costs
Mix and match
Why build a properly constructed portfolio?
Lessons learnt

2. The Attractions of Equities
Performance
Diversification
Foreign stocks
Lessons learnt

Par ...

Jacket Text

Effective share portfolios for the private investor

Running an efficient portfolio of shares means buying and selling the shares that make the most sense for you, and at the right time and price. Rodney Hobson, author of the bestselling Shares Made Simple, sets out how to do this without having to be a financial expert or full-time trader. Using plain language, he takes the reader simply and logically through the process, giving helpful examples and real-life case studies at every turn.

In How to Build a Share Portfolio you can:

- find out how to determine the right objectives for your portfolio
- learn how to pick shares that fulfill your investment ambitions, and when to drop those that no longer do so
- understand how best to set your portfolio's size and ensure it is diversified against risk
- discover the best ways of monitoring your portfolio, and of reducing losses and rebalancing it when necessary.

Anyone who is thinking of investing, however much or however little, will benefit from the information, advice and guidance contained in this book. Similarly, those who already have a portfolio will find it helps them to stand back and reassess whether they are making the most of their money and whether their portfolio is meeting their needs.

Other books by this author

Cover of Small Companies, Big Profits by Rodney Hobson Cover of Small Companies, Big Profits on Tablet by Rodney Hobson Cover of Small Companies, Big Profits on Mobile by Rodney Hobson
Small Companies, Big Profits
From £15.99
Cover of Understanding Company News by Rodney Hobson Cover of Understanding Company News on Tablet by Rodney Hobson Cover of Understanding Company News on Mobile by Rodney Hobson
Understanding Company News
From £12.99
Cover of The Dividend Investor by Rodney Hobson Cover of The Dividend Investor on Tablet by Rodney Hobson Cover of The Dividend Investor on Mobile by Rodney Hobson
The Dividend Investor
From £15.99
Cover of Shares Made Simple by Rodney Hobson Cover of Shares Made Simple on Tablet by Rodney Hobson Cover of Shares Made Simple on Mobile by Rodney Hobson
Shares Made Simple
From £12.99

Cover of Small Companies, Big Profits by Rodney Hobson Cover of Small Companies, Big Profits on Tablet by Rodney Hobson Cover of Small Companies, Big Profits on Mobile by Rodney Hobson
Small Companies, Big Profits
From £15.99
Cover of Understanding Company News by Rodney Hobson Cover of Understanding Company News on Tablet by Rodney Hobson Cover of Understanding Company News on Mobile by Rodney Hobson
Understanding Company News
From £12.99
Cover of The Dividend Investor by Rodney Hobson Cover of The Dividend Investor on Tablet by Rodney Hobson Cover of The Dividend Investor on Mobile by Rodney Hobson
The Dividend Investor
From £15.99
Cover of Shares Made Simple by Rodney Hobson Cover of Shares Made Simple on Tablet by Rodney Hobson Cover of Shares Made Simple on Mobile by Rodney Hobson
Shares Made Simple
From £12.99


Media Coverage

MoneyMaker Magazine

Running an efficient portfolio of shares means buying and selling the shares that make the most sense for you. How to Build a Share Portfolio by bestselling author and financial journalist Rodney ...

Read more

UK Analyst

A book review by Luka Lukic of the AIM & PLUS Newsletter

In this book financial journalist Rodney Hobson aims to provide a straight forward introduction into the world of portfolio management and ...

Read more

Traders Day Trading

Wrong reaction to danger?

An acquaintance decided that travelling on the Tube was far too dangerous after the London Underground bombings so he got out his bike instead. On his way into work on ...

Read more

Traders Mag

How to Build a Share Portfolio ?
A practical guide to selecting and monitoring a portfolio of shares
By Rodney Hobson


Running an efficient portfolio of shares means buying and selling the ...

Read more

City AM

HOW TO BUILD A SHARE PORTFOLIO
BY RODNEY HOBSON
Harriman House, £16.99

Phillip Salter

IF you own a handful of UK shares but lack a strategy beyond: ?I like to shop at Tesco, so I bought a ...

Read more

Hemscott

As part of our Seeking Income Week, I recently caught up with Rodney Hobson, an experienced investor and columnist for Morningstar, whose extensive experience in the financial services industry has ...

Read more

Self Trade Stock Take

Back to Basics: Considerations for constructing a share portfolio in the shadow of an uncertain future

It is always worth reconsidering what you hope to get out of your investments from time to ...

Read more

Uk-analyst.com

"An excellent beginners guide, covering all the basics of investing in shares. If you are taking your first steps into the financial markets, or just want to brush up on your knowledge, it will prove ...

Read more

Financial-trader-online.tradersdaytrading.com

Be wary but don't panic- Traders Day Trading4th August 2011

Read more

Media Review


Traders Tools - How to Build a Share Portfolio - Traders MagazineAugust 2011

Read more

Cityam.com

"Truly useful...these 256 pages will give you the direction and confidence to build a share portfolio...for those new to shares, it will prove its worth as an accessible font of knowledge to sip from ...

Read more

Hemscott.com

Top Tips for Income Seekers - Investment expert Rodney Hobson gives his top tips for income-focused investors, including why equities are a much better bet than bonds- Hemscott15th April 2011

Read more

Featuresexec.com

Freelance Journalist Focus: Rodney Hobson- Features Exec12th April 2011

Read more

Selftrade.co.uk

Back to Basics: Considerations for constructing a share portfolio in the shadow of an uncertain future- Stocktrade Magazine, SelftradeDecember 2010

Read more

Media Review

The downloadable spreadsheet as referred to in the book can be downloaded from here: How to Build a Share Portfolio.xls

Read more

Enter your email address to receive your free ebook

By requesting this free eBook, you agree to let us email you
about future Harriman House offers. We will not sell your details
to a third party and you can un-subscribe at any time.
A valid email address is required to receive your download link.