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//-->Guide toStockInvestingTMSTOCK SUCCESSGuide to Stock inveStinGRich Dad Education, LLC1612 E. Cape Coral ParkwayCape Coral, FL 33904© 2009-2010 Rich Dad Education. All rights reserved. The Rich Dad and B-1 Quandrant word mark and logoare owned by Rich Dad Operating Co., LLC and any such use of such marks by Rich Dad Education is under license.10RDES0064 V1 07-10DISCLAIMERSThis publication and the accompanying materials are designed to provide accurate and authoritativeinformation in regard to the subject matter covered in it. It is provided with the understanding thatthe publisher is not engaged in rendering legal, accounting, or other professional opinions. If legaladvice or other expert assistance is required, the service of a competent professional should besought. Reproduction or translation of any part of the information contained herein, in any form orby any means, without the written permission of the owner is unlawful.All trading in the stock and/or options market involves risks. Any decisions to place trades arepersonal decisions that should be made after thorough research, including a personal risk andfinancial assessment. The company’s products (including but not limited to training and coachingmaterials, and newsletters) are for educational and/or illustration purposes only, and are providedwith the understanding that: (i) the company is not engaged in rendering legal, accounting, or otherprofessional opinions; and (ii) no solicitation and/or recommendations to buy or sell any stocks and/or options is made herein. Virtual trade transactions are performed with delayed data. The companyand employees, subcontractors, and alliances may own, buy, or sell the assets or options discussedfor the purpose of trading at any time. No express or implied warranties are being made withrespect to company services and products. If legal advice or other expert assistance is required, theservice of a competent professional should be sought. The company is not liable in any form. Youmust receive a copy of the publication Characteristics and Risks of Standardized Options (ODD)prior to buying or selling an option. Copies of the ODD are available from your broker, at http://cboe.com/Resources/Intro.aspx, or from The Options Clearing Corporation, One North WackerDrive, Suite 500, Chicago, Illinois 60606.The educational training program provided hereunder is not designed or intended to qualifystudents for employment. It is intended solely for the avocation, personal enrichment, andenjoyment of students.Access to software features subject to maintaining a valid data subscription and may requireadditional or recurring fees.Table of ContentsTable of ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Life Lessons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Specialized Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1How vs. Why . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Chapter 1: Rich Dad Strategies and Philosophies . . . . . . . . . . . . . 5Escape the Rat Race . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Strategy 1: Become Financially Literate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Strategy 2: Work to Learn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Strategy 3: Find Mentors, Build a Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Strategy 4: Work for Yourself . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Strategy 5: Create Money . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Strategy 6: Give Back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Where Are You? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Where Do You Want to Be? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Chapter 2: Investment Vehicles . . . . . . . . . . . . . . . . . . . . . . . . . . 17Expand Your Horizons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Retirement Plans and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Stock Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Commodity Futures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Holding Companies Depositary Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Exchange Traded Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Single-Stock Futures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Chapter 3: The Stock Market . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Brokerage Firms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Stock Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Guide To Stock InvestingThe Exchanges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29The Organization of Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Chapter 4: The Role of the Economy in the Stock Market . . . . . 35Analyzing Economic News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Understanding the Impact of Interest Rate Changes . . . . . . . . . . . . . . . . . . 38Keeping Emotions in Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Monitoring Key Economic Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Chapter 5: Investing Strategies . . . . . . . . . . . . . . . . . . . . . . . . . . 43Determine How You Will Trade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Develop a Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Apply Sound Principles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Follow an Investing Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44How to Read Financial Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Commit the Seven Rules of Investing to Memory . . . . . . . . . . . . . . . . . . . . . 56Chapter 6: Technical Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Support and Resistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Chapter 7: Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Moving Averages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70The MACD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70The MACD Histogram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Stochastic Oscillator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Chapter 8: Order Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Market Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Limit Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Stop Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73General Guidelines for Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
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