The Sector Strategist Using New Asset Allocation Techniques to Reduce Risk and Improve Investment Returns

by McIntosh, Timothy J.

• ISBN13: 9781118171905
• ISBN10: 111817190X
• Edition: 1st
• Format: Hardcover
• Copyright: 2012-04-03
• Publisher: Wiley

Summary

Using Asset Allocation to Reduce Risk and Boost Investing Returns Presenting a revolutionary new investment philosophy that redefines how we view sector investing, The Sector Strategist challenges long held ideas about how this unique area of finance operates. Misconceptions, such as the belief that international stocks provide diversification, are preventing investors from making the most of the opportunities for financial growth that sectors provide, and the book presents practical, applicable evidence that a better, more profitable option is available. Additionally, the book hopes to give readers an opportunity to improve returns and protect retirement assets by providing a wide range of techniques and tools designed to optimize wealth that the author has developed over the last decade. Designed to help investors avoid the often inaccurate assumptions made by "experts" which promote typical asset allocation Written by Timothy McIntosh, investment expert and founder of SIPCO/Strategic Investment Partners, whose firms stock portfolio has earned five-star returns from Morningstar annually since 2003 Contains easy-to-apply tools for wealth protection and growth that have been proven successful during the market fluctuations of 2002 and 2008 The history and opportunities afforded by sectors have been written about at length, but no book has broken with tradition so radically, and with such success, as The Sector Strategist.

Author Biography

Timothy J. McIntosh is the Chief Investment Officer of Strategic Investment Partners, LLC and its affiliate, SIPCO. He has been featured in the Wall Street Journal, the New York Times, USA Today, Investment Advisor, Fortune, Barron's, and the St. Petersburg Times. McIntosh has been named one of the top investment advisors for doctors in the country by Medical Economics magazine in 2004, 2006, 2008, 2010, and 2011.

Table of Contents

Introduction	p. 1
The Return Dilemma	p. 5
Sector Allocations	p. 29
The Health Care Sector	p. 51
The Energy Sector	p. 73
The Consumer Staples Sector	p. 89
The Technology Sector	p. 107
The Financial Sector	p. 125
Bonds, REITs, and Commodities	p. 145
Fundamental Analysis	p. 163
The Selection Process	p. 185
The Right Allocation	p. 197
Endnotes	p. 209
About the Author	p. 213
Index	p. 215
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