To the Moon Investing

Hands-on, practical strategies to build your financial future In To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio, veteran asset investor Kelly James Frank delivers an exciting and intuitive fresh approach that enables you to navigate an increasingly volatile market through the use of tailored portfolio maps. In the book, you'll learn how to understand risk and how it affects you as an investor, how to prepare for your investing future, and how to uncover why you want to invest. You’ll also shore up your financial literacy and explore the difference between growth and value strategies. The book offers a vivid and innovative approach to investing that you’ll actually have fun reading and its engaging philosophy ensures you'll be able to put your newfound knowledge to work immediately. You'll discover: The interconnected five factors that determine a share's current and future value Summaries, charts and sketches to help you remember the book's key insights and that you can use to record your own market observations and understanding An exploration of macroeconomics that sheds light on how decisions made by the Fed and the government can impact you as an individual investor The perfect combination of fun and informative, To the Moon Investing: Visually Mapping Your Winning Stock-Market Portfolio is an energetic and authoritative playbook to building a resilient and profitable investment portfolio.

Preface 4 Introduction 5 Part 1: Moonscape 13 Chapter 1: Risk & Mindsets 13 Chapter 2: Preparation 17 Chapter 3: Some Helpful Math! 24 Part 2: Fuel 29 Chapter 4: Portfolio Guardrails: Quantity to Own & Diversification 29 Chapter 5: Snapshot of Financial Statements 32 Chapter 6: Financial Benchmarking 38 Part 3: Navigation 50 Chapter 7: Radar: Trendspotting and Correlations 50 Chapter 8: Making Sense of Corporate Strategy 60 Chapter 9: The Five-Stack Discovery 68 Part 4: The Equalizer 128 Chapter 10: The Double Eye: Imagination and Ideating 128 Chapter 11: Visual Investment Maps to Guide You! 133 Part 5: to the Moon! 142 Chapter 12: Execution of Your Stock Trade: Stops & Limits 143 Chapter 13: Information Satellites 148 Chapter 14: Other Plays: Options, Shorting, and Crypto 149 Chapter 15: Helpful Principles and Touchpoints 157 Chapter 16: Conclusion 161 Appendix A: Real-Life Financial Word-Fest 163 Appendix B: CPI 171 Appendix C: Unemployment Rate 171 Appendix D: GDP 172 Appendix E: Treasuries 173 Appendix F: Oil Prices 174 Appendix G: VIX 174 Appendix H: The Federal Reserve 175 Appendix I. Sector Components 176