Beating the Market, 3 Months at a Time : A Proven Investing Plan Everyone Can Use

by Appel, Gerald; Appel, Marvin

• ISBN13: 9780136130895
• ISBN10: 0136130895
• Edition: 1st
• Format: Hardcover
• Copyright: 2008-01-17
• Publisher: FT Press

Summary

Complete, proven, low risk roadmap for investing like a pro, beating the market and increasing profits. bull; Provides specific recommendations and easy to use selection techniques for mutual funds, exchange traded funds, bond funds, and international funds that, taken together, will give you comprehensive, optimal exposure to global markets bull; Reduce your risks, increase capital growth, and protect your assets even in tough, volatile markets bull; No background in mathematics or finance necessary

Author Biography

    Dr. Marvin Appel is CEO of Appel Asset Management Corporation and Vice President of Signalert Corporation, Registered Investment Advisors in Great Neck, New York, which together manage more than $300 million for individual clients. He also edits the highly acclaimed investment newsletter, Systems and Forecasts, and has authored Investing with Exchange Traded Funds Made Easy (FT Press, 2006).

    He has been featured on CNNfn, CNBC, CBS Marketwatch.com, and Forbes.com, and has presented at conferences ranging from the World Series of Exchange Traded Funds to the American Association of Individual Investors. The New York State Legislature has invited Dr. Appel to present his economic and investment outlook.

 

    Gerald Appel is a world famous author and lecturer. A frequent guest on television and radio, he has appeared on Wall Street Week with Louis Ruykeyser and his articles and/or articles about him have appeared in Money Magazine, Barron’s, Technical Analysis of Stocks and Commodities Magazine, Stocks Futures and Options Magazine, Wealth Magazine, the New York Times, Forbes, Kiplinger’s Magazine, and elsewhere. He is the founder of Signalert Corporation, an investment advisory firm that manages more than $300 million in client assets and is the author of numerous books and articles regarding investment strategies, including Technical Analysis: Power Tools for the Active Investor (Financial Times Prentice Hall, 2005).

 

Table of Contents

Acknowledgments	p. xiii
About the Authors	p. xiv
Introduction: "Financial Savvy": How To Invest Smart So You Will Have the Money You Need When You Need It	p. xv
Financial Planning and Sharp Investing Are Not Just for the Older Folk	p. xvi
Which Is Where This Book Comes In	p. xvii
Why and How to Become a Self-Sufficient Investor	p. xvii
What You Will Learn from This Work	p. xix
Putting Together a Winning Investment Portfolio	p. 1
The Stock Market Will Not Be Neglected	p. 1
The Key Elements of Your Winning Investment Portfolio	p. 2
Risk Levels Associated with Investments of Varying Investment Objectives	p. 5
How Do You Decide on Your Blend?	p. 7
"He Who Fights and Runs Away Lives to Fight Another Day..."	p. 8
Advanced Diversification and Risk Management	p. 15
An Example of Well-Balanced Diversification	p. 15
Using Mutual Funds to Represent Diversified Sectors	p. 17
Active Diversification Strategies-To Maintain the Balance	p. 18
Drawbacks to Rebalancing	p. 20
Referring to Historical Drawdowns to Measure Risk	p. 22
The Two Major Vehicles for Diversified Investment: Mutual Funds and Exchange Traded Funds	p. 27
Exchange Traded Funds (ETFs)-The New Kid on the Block	p. 32
Prelude to Long-Term Wealth-Introduction to the Stock Market	p. 39
Broad Portfolios at Bargain Rates-Index Funds	p. 40
The Types of Mutual Fund and ETF Portfolios You Should Invest in	p. 42
Conclusion	p. 51
Nothing Succeeds Like Success	p. 53
How to Pick Superior ETFs-A Momentum Strategy	p. 56
Historical Results of the Quarterly ETF Selection Strategy	p. 59
Three-Month Strategy with Mutual Funds	p. 61
Conclusion	p. 68
Worldwide Opportunity	p. 69
An Overview of the International Equity Landscape	p. 70
Strategy 1-The One-Decision International Mutual Fund Portfolio	p. 72
The Importance of Currency Exchange Rates	p. 76
Historical Performance of Different International Markets: Europe, Japan, and Emerging Market Countries-The Old World Still Packs a Punch	p. 77
Strategy 2-Three-Month Momentum Selection Strategy with Europe, Japan, and Emerging Markets	p. 83
Conclusion	p. 86
Bonds-An Investment for All Seasons	p. 89
How Much Should You Put in Bonds?	p. 90
Interest Income from Bonds-You Become the Banker	p. 91
Interest Rate Risks	p. 93
A Simple Strategy to Manage Interest Rate Risk-Bond Laddering	p. 96
How to Tell if the Bond Market Is Safe	p. 97
Conclusion	p. 106
Special Bond Market Investment Opportunities	p. 109
Higher Interest Payouts... But Greater Risk	p. 110
Floating Rate Bank Loan Funds-A Special Kind of High-Yield Investment	p. 112
The Safest Investment Anywhere-Treasury Inflation-Protected Securities (TIPS)	p. 116
Municipal Bonds-Don't Share with the Tax Collector	p. 120
Conclusion	p. 126
Treasure in the Junkyard-How to Tame High Yield Bonds	p. 129
Bond Default-The Big Risk in High Yield Bonds	p. 132
How to Protect Yourself: Diversification	p. 133
Three Months to Success with High Yield Bond Funds	p. 139
More Gain, Less Pain! Results of Risk-Control with High Yield Bond Funds	p. 141
Conclusion	p. 147
Appendix to Chapter 8: How to Download Total Return Data from Yahoo Finance	p. 148
The Definitive Portfolio-The Whole Is Greater Than the Sum of Its Parts	p. 149
Alternative Portfolio Holdings	p. 149
The Four Key Strategies-A Performance Review	p. 150
Diversifying and Combining to Make the Definitive Portfolio More Profitable Than the Sum of Its Parts	p. 151
The Income Component-Preparing a More Profitable Brew from High Yield and Investment-Grade Bonds	p. 155
The Definitive Portfolio of Stocks and Bonds-Returns Sufficient to Meet Your Financial Goals, with Acceptable Levels of Risk	p. 158
Improving Returns-If You Can Afford the Risk	p. 159
A Final Review of the Steps You Will Need to Take to Achieve Investment Success with the Definitive Portfolio	p. 161
Don't Let Them Blow You Off the Planet!	p. 165
The Bad News	p. 166
Projections of Trouble Time Frames	p. 167
Summing Up the Situation	p. 167
Worse Yet?	p. 168
Government Employees May Be No Better Off	p. 168
Corporations Have Already Begun to Welch on Their Promises	p. 169
Rising Medical Expenses, Reduced Medical Cost Protection	p. 171
Are They Trying to Blow Us Off the Planet?	p. 172
Maybe the Politicians Can't Do It, but You Can-Planning and Carrying Through a Long-Term Financial Program	p. 177
Flying Today, Paying Tomorrow Has Become the National Pastime	p. 178
Extending the Concept of Paying by Cash to Accumulate the Assets You Will Need Throughout Life	p. 181
How Much Money Will You Need for Retirement Purposes?	p. 183
Adjustments That May Be Required	p. 185
Examples of Asset Growth-Relatively Modest Rate of Growth of Relatively Moderate Capital Base, with Relatively Moderate Annual Additions to Your Assets	p. 188
The Effects of Higher Rates of Return Are Considerable	p. 189
Starting Earlier in Life Can Make a Substantial Difference in the Growth of Your Assets	p. 191
One Final Example of the Power of Compounding-The One Contribution Retirement Fund	p. 194
Summing Up	p. 195
Internet Resources for Investors	p. 197
ETF Websites	p. 197
Historical and Current Mutual Fund, ETF, and Stock Performance Data	p. 198
Historical Economic Data	p. 199
Endnotes	p. 201
Index	p. 209
Table of Contents provided by Ingram. All Rights Reserved.

Excerpts

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