Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns

368 Pages·2016·4.332 MB·English

by  Christopher J. Versace, Lenore Elle Hawkins

Cocktail Investing

Cocktail Investing
Distilling Everyday Noise into
Clear Investment Signals for
Better Returns
Christopher J. Versace
Lenore Elle Hawkins
Copyright©2016byChrisVersaceandLenoreHawkins.Allrightsreserved.
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I’d like to dedicate this book to my family and friends that
have been so helpful and supportive on my journey, as well as
to all the fledgling investors that are just getting started on
their investing path.
– Chris
To Marco, Cat, Emmy, Kimberly, Bill, Sara, Tom, Sheila, Jordan,
Sharron, Karen, Jaime, and Mom for helping me laugh,
maintaining my sanity, and pouring the occasional vino when it was
needed most. Not only do you all inspire me to aim higher
every day, but your love makes the joys of life all the sweeter
and the struggles easier to bear.
– Lenore

Contents
Preface ix
Acknowledgments xv
Chapter 1: Money 1
Chapter 2: Getting Started 19
Chapter 3: The Economy versus the Markets 35
Chapter 4: Read the Economy Like a Pro 53
Chapter 5: The Impact of Politics and Regulation
on Investing 97
Chapter 6: Enabling and Disruptive Technologies 119
Chapter 7: Profiting from Pain 143
Chapter 8: Cocktail Thematic Investing 179
Chapter 9: Designing Your Portfolio 197
vii
viii CONTENTS
Chapter 10: Choosing Your Investments 223
Chapter 11: Building the Portfolio 267
Appendix: Definitions, Metrics, and Resources 301
About the Authors 323
Index 327