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The almost Perfect Stockbroker
Started and revised since 1962

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mhj3.com Audio Introduction Excerpts

The almost Perfect Stockbroker starts with a detailed discussion my investment advising and investment perspectives, moves to investment principles based on those perspectives, and then to investing software as seen @ mhj3.com to implement the investment selection, management, and performance process; a detailed discussion of exactly what you must know, do, and have to select investments and to develop and manage your investment portfolio in your own economic best interests.

There are no gimmicks or get rich quick suggestions; just what you need to know, think about, do, avoid, have, and use to invest wisely -nothing learned the hard way;

If you looking for trading, option, or derivative investment strategies, mhj3.com, the Almost Perfect Stockbroker, and mhj3.com software are not for you.

Note: All books are in .pdf format and may be downloaded by link to view and/or print.

Table Of Contents

 
The Stockbroker
Three Stockbroker Classifications, You, You Are A Profit Center, Your Foundation, Your Commitment, Your Goal, Understanding Your Goal, Your Business Rules, Your Approach, Your Style, Your Frame of Mind, You And Your Client, You As The Advisor, Your Discipline, Your Competition, Your First Year Performance Standard, Selling, The Concept, Problems, Success Test Products, Product Knowledge, Prospects, Track To Run On, Word Associations, Speak The Language, So What? What Does It Mean To Me?, The Effective Communications Formula, Your Connection Questions For Prospecting, Fact Finding, And Sales, Questions You Do Not Know The Answer To, Questions That Require More Information, Fear, Computer, Success, Motion, Pleasure/Pain, Leveraging Motion, Putting Your Solutions Into Motion, Systems, Motion Managed, Your Agenda, Connecting, Converting Prospects To Clients: Approach, The Anatomy Of A Cold Call, Telephone 101, Objections, When You Call, Referrals, The Best Referral Letter, Prospect Lists, Where Is The List?, Letters/Mass Mailings, Seminars, Clubs For Business, Newsletters, A Change Of Pace, Converting Prospects To Clients: The Meeting/Discovery, Converting Prospects To Clients: The Meeting/Presentation, Closes, Converting Prospects To Clients: The Unique You Marketing Profile, My Prospectus.
The Problem: Investment Issues

You, Unique You, Your Investment Principles, Your Investment Discipline, Your Investment Approach,  Your Current Investment Portfolio, The Investment Problem, Mattress Saving & Investing, Durable Goods Investing, Savings Accounts & CDs, Financial Markets, Financial Markets Cycles, Financial Markets Performance, Financial Markets Risk, A Simple Plan, Investment Management Basics, Taxes & Inflation, The Rule of 72, The Sooner You Start, The Better, Whose Money?, Questions, Questions, Questions, Wall Street, Investor & Advisor Relationship, Your Advisor, Your Advisor’s Skills, Stockbroker, Registered Investment Advisor Certified Financial Planner, The Good Times, Investment Slamming, That Time Of The Month, Managed Money, Investment Analysts, Advisors, Money Managers, Their Performance, Analysts, Investment Plan, You, The Stock Market, And No Plan!, Investment Planning Reports, Past Performance Is No Guarantee Of Future Results, A Bit More About Beta, The Modern Investment Advisor, Investment Strategies, Asset Allocation, Investment Pyramid, The Myth, Protecting Profit, Interest Income, Dividends, & Capital Gains, Taxable and Nontaxable Investments, Annuities, The Ultimate Insult To Investor Intelligence, Margin, Liquidity Monthly Statements, Investment Timing, Investment Commentary, Market Forecasting Made Easy, Investors Say The Damnedest Things, Wall Street Says The Dumbest Things, How Much Risk, Contrarian vs. Contrary, Eight Investment Sins, Currency Risk, Herd Effect, Investments, Investment Opinions & Investment Choices, Investment Success, Investment Opportunities, Investment Selection & Portfolio Management, Bonds, Bonds, Historical Performance, Taxable Bonds Or Tax-Free Bonds, Equities, Equity Investment Selection, P/E Ratio, Dow Jones Industrial Average, Equity/Stock Market Valuation, Stocks for 2000, Accumulate/Distribute vs. Buy/Sell, Dollar Cost Averaging, Speculation, Options Naked Options, Covered Call Writing, IPOs/Syndicate/ Principal/ Proprietary Products/Secondary, Technical Analysis, Trading, Mutual Funds, Bond Mutual funds, The Evolution Of Bonds & Bond Mutual Fund Products, Individual Bonds & Equities vs. Mutual Funds, Tax-Managed Equity Funds, Index Funds, Average Investment Return s Vs. Actual Investment Returns, Accidents Waiting To Happen, Either Or Vs. And, No, Central Asset Accounts, Money Market Accounts, Commissions, No-Load, Wrap Fees, Performance Compensation, Investing 2000. 

The Solution: Portfolio Management

Portfolio Management, Portfolio Management Investment Policy, Portfolio Management Investment Platform, Investor’s WorkStation, Investor's WorkStation Portfolio Analysis, Twenty-two Core Input Categories, Investment Goal Analysis, Investor's CalcStation Illustration, Inflation Rate And Investor's CalcStation, Primary Investment Sectors, Capital Distribution, Investment Matrix, The Investment Distribution Allocation Weightings Table, Advisor Databases, Investment Weighting, Diversification, Allocation, Rebalance, Reallocate, Replace Investments, Price Management, Quality, Time, Investment Strategies, Investment Timing, Stock Market Indicators, Investor’s Current Investment Portfolio, Suitable Investments, Price Momentum, Mutual Funds, Performance Review, Investor Risk & Investment Objectives Profile, Investment Selection & Management. 

Investment Selection & Management

Bond Investment Selection & management, Bonds, The Ideal Investment, Bonds, Where & What To Look For, Bonds, A Contract, Yield To Maturity, The Key To Understanding Bond Pricing And Bond Price Changes, Bond Price Volatility And Principal Fluctuations, The Bond Investment Dilemma, Bond Price Volatility As Interest Rates Change, Bond Price Volatility, Duration, Bond Price Volatility Par, Discount, Premium, Basic Pricing Situations, Bonds, The Complete Interest Rate Cycle, Bonds, Maturity, Bonds, The Yield Curve & Managing The Yield Curve, Basic Yield Curve Configurations, What To Do And Why, Interest Rates, Bond Types, Bonds, Accrued Interest, Bonds, Taxable Or Non-Taxable, Bond Quality, Bonds Summarized, Bond Selection & Portfolio Management, Bonds, Historical Performance, Bonds, A Story, Bonds, Making Portfolio Changes, Bonds, The Mission Statement, The Acid Test, Bonds, The Start, Enhancements, The Master Strategy, Optimum Solutions, Strategic Changes, The Correct Bonds, Bond Quality, The Correct Bond, The Correct Bond Maturity, Building Your Bond World Your Bond World, The Yield Curve Yields, Price Fluctuation, Competitive Yield, Reasonable Cost, The Moment Of Truth, The Rules Of The Game, "Buy Hold, & Forget," Not Competitive, "Managing The Yield Curve," Competitive, Bonds, Where & What To Look For & How To Buy, Bond Mutual Fund Evaluation, Bond Fund Faults, Bond Mutual Fund Analysis, You Are In Control, Equity Investment Selection & Management, Investment Sectors, Investment Industries, Investment Categories, Computer Systems, Companies, Fundamentals, Earnings Ability And Quality, Change, Equity Ownership, Exchange, Management, Capitalization, Presence, Idea Makes Sense, Belief In The Idea, Price, Price Performance, Technical Analysis, Buy/Sell, Equity Selection & Management, Utilities & REIT’s, Large Capitalization Equities, The Best Of The Best, Relative Strength Investing Dow Dividend Theory, Single Best Ideas, Investing For Growth, Investing For More Growth, Bad News Bears, Transportation, Small & Mid-Capitalization Equities, Special Situations, IPOs, Aggressive Equities, Equities, The Conclusion.

Building a Portfolio

Building A Portfolio, Where We Are Trying To Go, Samples of Investor's CalcStation Reports, How We Are Going To Get There, Samples of Investor's WorkStation Reports, The Goal Accomplished, In The Future.