Investment Planning

Types and strategies of investments, theory of investing, portfolio analysis, asset allocation and portfolio diversification models, asset pricing models.

Here are the topics covered in the Investment Planning section:

  • Characteristics, uses and taxation of investment vehicles
  • Cash and equivalents
    • Certificates of deposit
    • Bank, Thrift, and Credit Union Deposit Insurance
    • Money market funds
    • Treasury bills
    • Commercial paper
    • Banker’s acceptances
    • Eurodollars
  • Individual Bonds: Characteristics, features, and risks
  • U.S. Government bonds and agency securities
    • Treasury notes and bonds
    • Treasury STRIPS
    • Treasury inflation-protection securities (TIPS)
    • Series EE, HH, and I bonds
    • Mortgage-backed securities
  • Zero-coupon bonds
  • Municipal bonds
    • General obligation municipal bonds
    • Appropriation-backed obligation municipal bonds
    • Municipal Revenue Bonds
  • Corporate bonds
    • Mortgage bonds
    • Debentures
    • Investment grade bonds
    • High-yield bonds
    • Convertible bonds
    • Callable bonds
  • Other types of bonds and notes
    • Foreign bonds
    • Promissory notes
    • Structured notes
    • Credit-linked notes
    • Agency Bonds (GNMA, etc.)
  • Individual stocks
    • Common stock
    • Preferred stock
    • Means of acquiring non-U.S. stock(s)
  • Pooled and managed investments
    • Exchange-traded funds
    • Unit investment trusts
    • Mutual funds
    • Closed-end investment companies
    • Index securities
    • Hedge funds
    • Limited partnerships (MLPs)
    • Privately managed accounts
    • Separately managed accounts
    • Guaranteed investment contracts (GICs)
  • Real Estate
    • Investor-managed real estate
    • Real estate investment trusts (REITs)
    • Real estate limited partnerships (RELPs)
    • Real estate mortgage investment conduits (REMICs)
  • Alternative investments
    • Derivatives and stock options: overview
    • Listed puts on stock
    • Listed calls on stock
    • Basic option valuation
    • Listed option strategies
    • Opening or closing put or call option positions; notice of assignment
    • Basic option taxation rules
    • VIX options and futures
    • Stock index options
    • Long-term Equity Anticipation Securities (LEAPS®)
    • Bond options
    • Currency options
    • Interest rate options
    • Options on futures
    • Futures
    • Stock warrants and stock rights
  • Tangible assets
    • Collectibles as investments
    • Natural resources
    • Precious metals
  • Private Business Investing
    • Angel investing
  • Forwards, swaps, and swaptions
    • Forwards
    • Swaps
    • Swaptions
  • Types of investment risk
    • Systematic/market/non-diversifiable risk
    • Reinvestment rate risk
    • Interest rate risk
    • Purchasing power risk
    • Exchange rate risk
    • Unsystematic/non-market/diversifiable risk
    • Business risk
    • Financial risk
    • Liquidity and marketability risk
    • Political (sovereign) risk
    • Tax risk
    • Investment manager risk
  • Quantitative investment concepts
    • Quantitative Investment and Financial Formulas
    • Distribution of returns
    • Normal distribution
    • Lognormal distribution
    • Skewness
    • Kurtosis
    • Correlation coefficient
    • Coefficient of determination (R-squared)
    • Coefficient of variation
    • Standard deviation
    • Beta
    • Covariance
    • Semivariance and Semideviation
  • Measures of investment returns
    • Simple vs. compound return
    • Rule of 72
    • Geometric average vs. arithmetic average return
    • Time-weighted vs. dollar-weighted return
    • Real (inflation-adjusted) vs. nominal return
    • Total return
    • Risk-adjusted return
    • Holding period return
    • Internal rate of return (IRR)
    • Yield-to-maturity
    • Yield-to-call
    • Current yield
    • Taxable equivalent yield (TEY)
  • Bond and stock valuation concepts
    • Bond duration and convexity
    • Capitalized earnings
    • Dividend growth models
  • Investment theory
    • Modern portfolio theory (MPT)
    • Capital market line (CML)
    • Mean-variance optimization
    • Efficient frontier
    • Security market line (SML)
    • Efficient market hypothesis (EMH)
    • Strong form
    • Semi-strong form
    • Weak form
    • Anomalies
    • Behavioral finance
  • Portfolio development and analysis
    • Fundamental analysis
    • Top-down analysis
    • Bottom-up analysis
    • Ratio analysis
      • Liquidity ratios
      • Activity ratios
      • Profitability ratios
      • Debt ratios
      • Other equity ratios
    • Technical analysis: an introduction
      • Charting
      • Sentiment indicators
      • Flow of funds indicators
      • Market structure indicators
      • Dow Theory
      • Elliott Wave Principle
    • Investment policy statements
    • Appropriate benchmarks
    • Probability analysis, including Monte Carlo
  • Tax efficiency
    • Turnover
    • Timing of capital gains and losses
    • Wash sale rule
    • Qualified dividends
    • Tax-free income
  • Performance measures
    • Sharpe ratio
    • Treynor ratio
    • Jensen’s Alpha
    • Information ratio
    • Appropriate Choice of Performance Measure
  • Investment strategies
    • Market timing
    • Passive investing (indexing)
    • Buy and hold
    • Portfolio immunization
    • Bond swaps, stock and interest rate collars
    • Dollar cost averaging
    • Dividend reinvestment plans (DRIPs)
    • Bond ladders, bullets, and barbells
    • Use of leverage (margin)
    • Short selling
    • Hedging and option strategies
  • Asset allocation and portfolio diversification
    • Strategic asset allocation
    • Application of client lifecycle analysis
    • Client risk tolerance measurement and application
    • Asset class definition and correlation
    • Portfolio rebalancing
    • Tactical asset allocation
    • Control of volatility
    • Strategies for dealing with concentrated portfolios
  • Asset pricing models
    • Capital asset pricing model (CAPM)
    • Arbitrage pricing theory (APT)
    • Black-Scholes option valuation model
    • Option price sensitivities under Black-Scholes
    • Binomial option pricing

Subscribe to the Show!

Click to subscribe to The Radical Personal Finance Podcast on iTunes

Click to subscribe to The Radical Personal Finance Podcast on Google Play.

iTunes Reviews

- Jonny Gizmo

That episode should be played again and once again. It should be required listening among highschool ...

- TiffanyLayne

I just can’t get enough of this podcast. Joshua constantly has me laughing out loud! His passion is ...

- JOhhny3665

There are some episodes that have nuggets of good information but his need to create a podcast of a ...

- MontanaRuss

This is my favorite podcast I stream. Joshua does a great job with all the shows. I just wish his in ...

- TimB65

This pod cast covers a huge range of topics. I started from the beginning and found it to be a littl ...

- 03ephatch

i like information & i like entertainment. joshua’s podcast brings them together. no monotone to ...

- matthewjmarkham99

Always thought-provoking. Joshua covers a massive swath of material and brings incredible insight to ...

- Ban-Jam'n

Thanks you for all of the information you provide, these shows are life changing. The shows that do ...

- Moska

Josh offers great advice and has opened up my eyes to many different ideas regarding money and finan ...

- Church99

This is a pod cast of personal thoughts, from a dude who happens to be a personal finance guy..... a ...

- wkp2 iPhone

Not for everyone, but if you like to go deep into all topics that are personal finance this is a sol ...

- Chris N551

Joshua is thoughtful and thorough in his analysis. Highly recommend to those who are serious about p ...

- JJCats06

Good listen if you have as much time on the road as I do. I recommend to anyone who simply has quest ...

- T Coop

Joshua does not compromise his practical beliefs and does a very good job of giving away information ...

- Chyups

I've been listening to Joshua's show for years, and I really appreciate the relatable and ...

- INNAAD

I didn’t know that I’d ever end up listening to a financial podcast at age 22. But at least for myse ...

- GregSmith_go_wolfpack

Joshua’s show is quite good. He’s very detailed, thorough, and covers almost every topic. His Q& ...

- Alex@44332211

Love the podcast. ...

- johnnyz919

Joshua’s expertise in financial subjects along with his wisdom in prioritizing what is really import ...

- Terrific info

Goes well beyond the financial basics and adds a sound and interesting philosophical background. ...

Please understand that I will not be able to respond to every comment. RPF Community Guidelines.

Submit a Comment

Your email address will not be published. Required fields are marked *

Pin It on Pinterest