The 90% Solution Higher Returns, Less Risk

by Rogers, David L.

• ISBN13: 9780471770817
• ISBN10: 0471770817
• Edition: 1st
• Format: Hardcover
• Copyright: 2006-10-06
• Publisher: Wiley

Summary

The 90% Solution is about understanding the most important factors impacting today's stock market, how they influence performanceand how they can be used to produce higher returns. In it, author David Rogers challenges traditional investment strategies, then points the way to new and alternative investment methods that can help you rise above the "expectations for mediocrity" that seem to dominate conventional investment thinking.

Author Biography

DAVID ROGERS is founder and Chief Investment Officer of Watauga Equity Management, a registered investment advisory firm in Blowing Rock, North Carolina, that specializes in active asset allocation strategies using indexed and leveraged mutual funds. He is also a Senior Financial Writer for CCG Investor Relations and Strategic Communications, Los Angeles. Mr. Rogers has nearly thirty years' experience in the investment industry and has held advisory, research, trading, and sales positions for regional and national firms. Rogers has become well known for his skill in establishing the probability of overall stock market direction and, since 1994, has specialized in portfolio construction using mid-, small-, and micro-cap companies, from both "value" and "growth" perspectives.

Table of Contents

Acknowledgments	vii
Introduction	1	(4)
Act I Slaying the Dragons	5	(48)
1 Lessons from Shakespeare's Bastard Son	7	(20)
2 This Is Not Your Grandfather's Stock Market	27	(16)
3 The Farce That Is "Buy and Hold"	43	(10)
Act II If Only You Could...	53	(44)
4 Simple, Simon Says	57	(8)
5 Epiphany	65	(10)
6 What If?	75	(22)
Act III My Approach to Market Timing	97	(94)
7 A Timing Manifesto	101	(6)
8 Silencing Statistical Noise	107	(58)
9 Technical Timing Signals	165	(26)
Act IV My Management Solutions	191	(12)
10 My Mutual Fund Asset Allocation Solutions	195	(4)
11 My Convergence Fund Solution	199	(4)
Act V Other Approaches	203	(32)
12 Broad Strokes	205	(4)
13 Other Timing Approaches and Resources	209	(26)
Afterword	235	(6)
Index	241