As a service to my current readers and readers-to-be, I am pleased to offer you the worksheets from my money management books. Each fits on a single sheet of paper and is saved in Adobe PDF format, so you will need the Adobe Reader to view and print them. It’s free here.
Stocks to Watch Worksheet
[PDF 390 KB]
This is the legendary system for picking winners, thoroughly explained in the book and revered around the world. You will not find analysis this complete in such a small space anywhere else. Entire investment clubs have sprung up around this remarkable approach. A must-have!
Mutual Fund Information Sheet
[PDF 339 KB]
Consolidates on one sheet of paper everything you need to know about funds you are considering. An invaluable research tool.
[PDF 306 KB]
Tallies your monthly expenses in dozens of categories such as housing, utilities, entertainment, dining out, childcare, laundry, and pet food.
[PDF 306 KB]
Gathers monthly totals from the monthly expenses worksheet above and adds them up to show you what happened during the year.
Truly fantastic book, very easy to read with great tidbits of humor (always appreciated). I have the same question as Arno above: Do you have the “Stock to Watch” worksheet in some editable format? It would be great to be able to just copy and maintain online.
No, it’s just the printable form to maintain by hand. People have turned it into a spreadsheet, and I could offer one of them here one of these days.
LOVE YOUR NEATEST LITTLE GUIDE. A LOT OF USEFUL INFORMATION TO THE NEW INVESTOR. I’M SENDING COPIES OF ALL MY FRIENDS. I ALSO BOUGHT “INTELLIGENT INVESTING” AND “COMMON STOCKS AND UNCOMMON PROFITS” ARE OF WHICH ARE QUITE BORING COMPARED TO YOUR BOOK. THANKS SO MUCH, JASON GOOD JOB!!
You’re most welcome, Shonsaya, and thank you for sending copies to your friends! Glad to have you and yours in the circle.
I’m currently reading The Neatest Little Guide to Stock Market Investing and I’ve gone from not knowing anything about the stock market to being able to identify potential investments. I sincerely feel there couldn’t have been a better book to learn from.
Thank you, Luigi! I’m very happy the book is helping you.
You made learning all about the stock market fun! Great book, well written; will recommend to friends and buy people copies when they wonder where my new found wealth came from! I’ve read a few books from that crowded shelf and yours was the only one I really needed, thanks for writing the neatest little guide to stock market investing.
I’m in the process of reading your book ‘The neatest little guide in stock market investing’ and I absolutely love it. I’ve been playing lightly in the market for a few years and now I really want to get serious and understand it. I love your practical explanations and mathematical breakdowns to clarify area’s that sort of understand but now really get.
Thanks again and please keep writing!
You’re very welcome, Lisa, and thank you for the kind words!
If you want to reach another level of understanding, please read The 3% Signal as well. If you’re like many who read it, you might just conclude it’s the only approach to the market you’ll ever need.
All my best,
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