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To the moon investing : visually mapping your winning stock market portfolio / Kelly James Frank.

by Frank, Kelly James.

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John Wiley & Sons, Inc., 2023.

Portfolio management.

9781119911920 (hc.)

xvi, 272 p. : ill. ; 25 cm.

Kelly James Frank is the founder of 13.8 Capital, an asset management firm focused on growth investments. He is passionate about finding solutions for the homeless challenge and gratefully spends his spare time wandering between the Rocky Mountains and Oahu.

Includes bibliographical references and index.

"'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."--From publisher.

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