To the Moon Investing: Visually Mapping Your Winning Stock Market Portfolio (Wiley Finance)

Hands-on, practical strategies to build your financial future In To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio, veteran asset investor Kelly James Frank delivers an exciting and intuitive fresh approach that enables you to navigate an increasingly volatile market through the use of tailored portfolio maps. . In the book, you’ll learn how to understand risk and how it affects you as an investor, how to prepare for your investing future, and how to uncover why you want to invest. You’ll also shore up your financial literacy and explore the difference between growth and value strategies. The book offers a vivid and innovative approach to investing that you’ll actually have fun reading and its engaging philosophy ensures you’ll be able to put your newfound knowledge to work immediately. You’ll discover: The interconnected five factors that determine a share’s current and future value Summaries, charts and sketches to help you remember the book’s key insights and that you can use to record your own market observations and understanding An exploration of macroeconomics that sheds light on how decisions made by the Fed and the government can impact you as an individual investor The perfect combination of fun and informative, T o the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio is an energetic and authoritative playbook to building a resilient and profitable investment portfolio. Cover 1 Title Page 3 Copyright Page 4 Contents 7 Acknowledgments 13 About the Author 15 Preface 17 Introduction 19 Five Positive Catalysts 23 Expanded Liquidity 23 Rise of Millennials 26 Emerging Markets 27 Ease of Transactions 28 New Asset Classes 28 And One Disruptive Catalyst: Aggressive Approaches 28 Capsule 29 Part 1 Moonscape 31 Chapter 1 Risk and Mindsets 33 Capsule 37 Chapter 2 Preparation 39 Curiosity 42 Support 43 Intelligence 44 Capsule 47 Chapter 3 Some Helpful Math! 49 Percentage Changes 49 Baggers 50 Multiples 51 Compounded Annual Growth Rate (CAGR) 51 Present Value 52 The Numbers Tree 53 Capsule 54 Part 2 Fuel 55 Chapter 4 Portfolio Guardrails: Quantity to Own and Diversification 57 Capsule 60 Chapter 5 Snapshot of Financial Statements 61 The Income Statement (Profit & Loss) 62 The Balance Sheet (Financial Position) 63 The Statement of Cash Flows 68 Capsule 72 Chapter 6 Financial Benchmarking 73 Company Groupings 74 Regions 74 Sectors 75 Growth Versus Value 75 Cyclical Versus Secular 77 EQ Stock Groupings 78 Valuation 80 Price-EarningsRatio (PE) 82 Price to Sales (P/S) 85 Enterprise Value to Free Cash Flow (EV/FCF) 85 Operating Margin (OM) 86 Debt to Earnings Before Interest, Taxes, Depreciation & Amortization (Debt/EBITDA) 86 Valuation Test Flight 87 Capsule 90 Part 3 Navigation 91 Chapter 7 Radar: Trendspotting and Correlations 93 Revving-Up the Five-Stack Discovery 95 Upgrades and Downgrades 95 Company Connectors 96 Headline News 96 Random Screeners 97 What-if Triggers 98 Time of Year 100 Teeter-Totter 100 TikTok and Influencers 102 Backwardation and Contango 102 Share-Price Visuals: Day to Annual 103 Capsule 105 Chapter 8 Hitching Corporate Strategy to the EQ 107 Capsule 115 Chapter 9 The Five-StackDiscovery 117 Macro (a.k.a. Economic Froth) 120 Alpha/Acid Test & Bold (7 Metrics) and Gamma (1) 121 Creating a Macro Register 158 Macro Register Capsule 162 Indices and Sectors 163 Alpha/Acid Test & Bold (4 Metrics) and Gamma (5) 163 Indices and Sector Capsule 168 Valuation 168 Alpha/Acid Test (5 Metrics) 169 Alpha/Bold (8) 171 Gamma (10) 172 Omega (8) 175 Valuation Capsule 177 Technical (Momentum) 177 Alpha/Acid Test (3 Metrics) 178 Alpha/Bold (7) 180 Gamma (3) 182 Omega (2) 185 Technical (Momentum) Capsule 186 Brand 186 Alpha/Acid Test & Bold (4 Metrics) 188 Gamma (3) 191 Omega (2) 192 Brand Capsule 194 Part 4 The Equalizer 195 Chapter 10 The Double Eye: Imagination and Ideating 197 EQ Canvases 199 EQ Worksheets 200 How to Get Started 201 Capsule 202 Chapter 11 Visual Investment Maps to Guide You! 203 Mercury 203 Gemini 205 Apollo 210 Skylab 215 A: What-if Worksheet 215 B: Personal Development 215 C: Investment Tracking 215 D: Warnings 216 E: Checks 217 Capsule 218 Part 5 To the Moon! 221 Chapter 12 Execution of Your Stock Trade: Stops and Limits 223 Curiosity 223 Support 224 Intelligence 225 Launching Your Rocket 227 Capsule 228 Chapter 13 Information Satellites 229 Capsule 230 Chapter 14 Other Plays: Options, Shorting, and Crypto 231 Options 231 In The Money (ITM) 235 Out of The Money (OTM) 235 At The Money (ATM) 237 Shorting Stocks 240 Crypto 241 Capsule 242 Chapter 15 Helpful Principles and Touchpoints 243 Curiosity 244 Support 245 Intelligence 246 Capsule 247 Chapter 16 Arrival 249 Getting to the Moon 249 Capsule 252 Appendix A: Real-Life Financial Word-Fest 253 Appendix B: CPI 261 Appendix C: Unemployment Rate 263 Appendix D: GDP 265 Appendix E: Treasuries 269 Appendix F: Oil Prices 271 Appendix G: VIX 273 Appendix H: Sector Components 275 Sector Components, Row 1 275 Sector Components, Row 2 278 Sector Components, Row 3 280 Index 283 EULA 291 "Create Your Winning Stock-Market Portfolio will help market-rookies and seasoned pros become better investors by offering them a cutting-edge investment tool. The book starts with an explanation of risk and how it affects you as an investor, the ingredients toward preparation-thinking, and why you want to invest, then rolls into key financial metrics, business strategies and models, including the Five-Stack decision strata of Macro, Sector, Value, Technical, and Brand for asset evaluations; these topics collectively form an investors capacity to intelligently complete a stock-selection go vs no-go Equalizer (EQ) decision canvas. The book finishes with key touchpoints for investors to consider. The author's Equalizer methodology, the integration of 5 evaluation layers, and the use of simple charts that avoid the wall-of-words that you'll find in many other books, make Create Your Winning Stock-Market Portfolio truly unique. Additionally, this book contains a plethora of new terms, ideas, and events that have yielded significant touchstones, such as: SPAC, lock-up, AI, EVs, message boards, scalability, Algos, Robinhood, gap-filling, and many more."-- Provided by publisher