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

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How to Build a Share Portfolio

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"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...

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How to Build a Share Portfolio A practical guide to selecting and monitoring a portfolio of shares By: Rodney Hobson Format: Print Edition / ePub ISBN: 9780857190215 / 9780857191236 Published: 18 March 2011

Jacket Text
Contents
About the Author

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.

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 diversi...
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 ...

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
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 News at Citywire and Editor of Shares magazine.

He has also contributed to the Daily Mail, the Independent and Business Franchise Magazine.

He is registered as a Representative with the Financial ...

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 News at Citywire and Editor of Shares magazine.

He has also contributed to the Daily Mail, the Independent and Business Franchise Magazine.

He is registered as a Representative with the Financial Services Authority.

Rodney is married with one daughter.

Contact the Author

If you would like to get in touch with our author to arrange an interview, article, book signing, speaking arrangement, etc., please contact Rebecca in our PR department:

Tel: +44 (0)1730 233885

Email: pr@harriman-house.com

Please note that we do not give out our authors' personal contact details and will discuss your enquiry with them.

Media Reviews

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...

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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...

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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 piece

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...

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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...

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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...

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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...

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Financial-trader-online.tradersdaytrading.com

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

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Media Review

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

Cityam.com

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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

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Featuresexec.com

Freelance Journalist Focus: Rodney Hobson- Features Exec12th April 2011

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Selftrade.co.uk

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

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Media Review

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

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