The Money-Making Guide to Bonds : Straightforward Strategies for Picking the Right Bonds and Bond Funds

The Money-Making Guide to Bonds : Straightforward Strategies for Picking the Right Bonds and Bond Funds

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  • 製本 Hardcover:ハードカバー版/ページ数 304 p.
  • 言語 ENG
  • 商品コード 9781576601228
  • DDC分類 332.6323

Table of Contents

Preface                                            xi
Acknowledgments xvi
PART I: BOND BASICS 1 (38)
The Evolution of a Bond: From a Verbal IOU to 3 (16)
an Electronic Entry
Evolving in Early History 5 (2)
Debuting in Colonial Times 7 (1)
Developing after the American Revolution 8 (3)
Entering the Twentieth Century 11 (1)
Changing Through the Latter Twentieth 12 (3)
Century
Metamorphosing in Recent Times 15 (4)
The Life of a Bond: How It Is Created, 19 (20)
Issued, Priced, and Traded
By Way of Background 20 (2)
Preparing a Bond 22 (2)
Rating a Bond 24 (3)
Setting a Coupon Rate 27 (1)
Launching a Bond 28 (1)
Understanding Risk 29 (2)
Determining a Bond's Yield 31 (5)
Pricing a Secondary Market Bond 36 (3)
PART II: BOND CATEGORIES 39 (126)
U.S. Treasury Securities 41 (16)
U.S. Treasury Notes and Bonds 43 (4)
U.S. Treasury Bills 47 (1)
Strips 48 (3)
Tips 51 (6)
U.S. Savings Bonds 57 (16)
Series EE Savings Bonds 59 (5)
Series HH Savings Bonds 64 (3)
Series I Savings Bonds 67 (6)
U.S. Agency Debt Securities 73 (8)
Fannie Mae and Freddie Mac 74 (1)
Farm Credit System 75 (1)
Federal Home Loan Bank System 75 (1)
Financing Corporation 76 (1)
Resolution Funding Corporation 76 (1)
Student Loan Marketing Association 77 (1)
Tennessee Valley Authority 77 (1)
Federal Agricultural Mortgage Corporation 77 (4)
U.S. Agency and Other Mortgage Securities 81 (16)
Mortgage-Backed Securities 85 (4)
Collateralized Mortgage Obligations 89 (8)
Municipal Bonds 97 (26)
General Features 98 (1)
Risk Features 99 (2)
Ratings and Other Security Enhancements 101(2)
Mechanics of Purchasing Munis 103(1)
Taxable Status of Munis 103(3)
Taxable Municipal Bonds 104(1)
Private Activity Bonds 105(1)
Tax-Exempt Bonds 106(1)
General Obligation Bonds 106(3)
Revenue Bonds 109(14)
Education Bonds 111(2)
Entertainment Industry Bonds 113(1)
Health Care and Hospital Bonds 113(2)
Housing Bonds 115(2)
Public Power Bonds 117(1)
Tobacco Bonds 118(1)
Transportation Bonds 119(1)
Water and Sewer Bonds 120(3)
Corporate and Junk Bonds 123(22)
General Considerations 124(3)
Key Categories of Corporate Bonds 127(4)
Corporate Medium Term Notes 131(2)
Corporate Retail Notes 133(3)
Corporate High-Yield Bonds: AKA Junk Bonds 136(5)
Covering Corporate Convertible Bonds 141(4)
Bond Look-Alikes 145(20)
Bank Certificates of Deposit 146(3)
Broker Certificates of Deposit 149(2)
Single Premium Immediate Fixed Annuities 151(4)
Deferred Fixed Annuities 155(4)
Nonconvertible Fixed-Rate Preferred Stock 159(6)
PART III: BOND PURCHASE OPTIONS 165(46)
The Self-Directed Approach: How to Buy 167(14)
Individual Bonds
Buying Online 168(4)
Choosing a Broker 172(5)
Evaluating Bond Prices 177(4)
The Managed Approach: How to Choose among 181(30)
Bond Funds
Checking the Costs, Hidden and Unhidden 185(3)
Classifying the Funds 188(4)
Unit Investment Trusts 188(1)
Closed-End Funds 189(2)
Exchange-Traded Bond Funds 191(1)
Open-End Mutual Funds 191(1)
Understanding the Portfolio Types 192(13)
Tax-Exempt Funds 192(3)
Taxable Funds 195(10)
Choosing a Bond Fund 205(6)
PART IV: BOND INVESTMENT STRATEGIES 211(44)
Asset Allocation: How to Fit Bonds into a 213(16)
Portfolio That's Best for You
Allocating Your Assets 214(5)
Comparing Stocks and Bonds 219(2)
Selecting Bonds That Meet Your Needs 221(7)
Conservative Investments 222(1)
Balanced Investments 223(2)
Speculative Investments 225(3)
Reevaluating Your Portfolio 228(1)
The Maximization of Profits: How to Make the 229(26)
Most Money from Investing in Bonds
Knowing When to Buy and Sell 230(10)
Investing for Tax Advantages 240(4)
Investing by Risk Tolerance 244(6)
Investing for Income Needs 250(5)
Appendix: Useful Websites 255(4)
Notes 259(5)
Index 264