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zRoundTable.com - Click to Return Home |
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| Introduction & Membership - We offer three levels of subscriptions. Please contact us at anything@zroundtable.com if you are interested in subscribing. Only subscribers may access these areas. | |
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(i) For "Do-It-Yourself" Investors - For investors who want to learn more about investing and trading. Use our Tools & Indicators to better Understand and Trade the Markets. We can help you improve your trading results. |
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(ii) Learn how to Trade - For investors who want to be more involved with their investing and trading decisions. Includes everything from Level (i) plus information about Trading Systems, inside tips on Investment Research & Trading System Development. We'll help you learn the best way for you to trade. |
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(iii) Want to Start-up a Hedge Fund or CTA? - This level of membership is for those who wish to become a professional money manager. Includes everything from Level (i) and Level (ii) plus consulting services which may include everything from creating a corporate entity, establishing a business plan, consulting on investment data & research. We can help you start your own money management business. |
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| Basic Finance | |
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Your Finance - An Introduction to Investing, Asset Categories, Diversification |
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Financial Planning - Financial Goals, Risk Tolerance, Tax Considerations |
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Other - Concentrated Portfolio vs. Diversification, Technical & Fundamental Analysis |
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Taxes - What to hold in tax-advantaged accounts (IRAs, SEPs, 401(K)), Capital Gains Taxes |
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| Information on Asset Classes | |
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Cash, Bonds & Fixed Income - Approaches for various types of investors |
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Stock Info - Mutual Funds vs. Individual Stocks, Online Financial Calculators |
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Alternative Investments (Hedge Funds, Futures & Commodities) - Primer & Terms |
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| Portfolio Holdings & Trading Signals | |
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Portfolio Guidelines - Current Model Portfolios (Conservative, Average & Aggressive Asset Allocation) |
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Stock Portfolio - Current Holdings (Aggressive, High-Yield, Conservative, Low P/E, Turnaround, Takeovers) |
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Hedge Fund & Futures Portfolio - Current Holdings & Trading Signals |
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| Investment Research & Trading Systems | |
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Investment Models - Types of Trading Systems, What tends to work best?, Risk vs. Return |
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Performing Investment Research - Robust Results, Past vs. Future Performance, Degradation |
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Risk Management - Risk Measures, Return/Risk Ratios, Controlling Losses |
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| For Professional Money Managers | |
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Investment Models - Market Data, YOUR Approach |
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Business - On Regulations, Registrations, and Other Business Aspects |
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Asset Raising & Marketing - Growing the Business, Contacts |
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| Reviews, Ratings, Rankings | |
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Quotes, News, and Resources - |
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Alternative Investments (Hedge Funds, Managed Futures) - |
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Books & Suggested Reading - |
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