Beating the Market, 3 Months at a Time: A Proven Investing Plan Everyone Can Use
- By Gerald Appel, Marvin Appel
- Published Jan 17, 2008 by FT Press.
- Copyright 2008
- Dimensions: 6x9
- Pages: 240
- Edition: 1st
- ISBN-10: 0-13-613089-5
- ISBN-13: 978-0-13-613089-5
- eBook (Watermarked)
- ISBN-10: 0-13-713501-7
- ISBN-13: 978-0-13-713501-1
Register your product to gain access to bonus material or receive a coupon.
Product Author Bios
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).
“The authors have created a simple, systematic plan that gives investors a long-term edge with minimal effort and reduced risk. They’ve done all the work for you, and it’s rewarding and easy to follow.”
–Bob Kargenian, President, TABR Capital Management
“There are diamonds in them thar hills’ — but to find investment grade diamonds it pays to have experienced guides. Gerald and Marvin Appel provide a simple but powerful plan for the often complex world of investment opportunities.”
–Dr. Alexander Elder, Author of Come Into My Trading Room and Trading for a Living
A Complete Roadmap for Investing Like a Pro That Requires Only 1 Hour Every 3 Months
- The easy way to build a winning portfolio–and keep winning
- Reduce risk, increase growth, and protect wealth even in tough, volatile markets
- Absolutely NO background in math or finance necessary!
You can do better!
You don’t have to settle for “generic” investment performance, and you needn’t delegate your decision-making to expensive investment managers. This book shows how you can quickly and easily build your optimal global portfolio–and then keep it optimized, in just one hour every three months.
Top investment managers Gerald and Marvin Appel provide specific recommendations and simple selection techniques that any investor can use–even novices.
The Appels’ approach is remarkably simple and requires only one hour of your time every 3 months, but don’t let that fool you: it draws on state-of-the-art strategies currently being used that really work.
If you know what to do, active investing can yield far better returns than “buy-and-hold” investing. But conventional approaches to active investing can be highly complex and time-consuming. Finally, there’s a proven, easy-to-use approach: one that’s simple enough for novices, quick enough for anyone, requires no background in math–and works!
Gerald and Marvin Appel show you how to identify, and give you specific recommendations for, the best mutual funds, ETFs, bond funds, and international funds. They do not stop there. They demonstrate how you can quickly and easily evaluate each investment’s performance every 3 months, and how to make adjustments to continually optimize the performance of your portfolio.
Using their easy to implement strategies, you can achieve better capital growth while reducing risk; profit from new opportunities at home and abroad; make the most of innovative investment vehicles; and protect your assets even in the toughest markets.
Improving rates of return while you also reduce risk
Setting intelligent investment targets and implementing strategies to meet them
Identifying today’s most profitable market sectors…
…and those that will continue to lead
Short-term vs. long-term bonds, mature vs. emerging markets
What to choose now, and when to switch
19 of 21 people found the following review helpful
This review is from: Beating the Market, 3 Months at a Time: A Proven Investing Plan Everyone Can Use (Hardcover)I got a couple of useful ideas from this book, but overall I was disappointed. The most useful ideas are (1) market sectors that outperform over one three-month period are more likely to outperform over the next three-month period, and (2) how to use ETFs to implement a timing-rotation strategy based on the first idea. The disappointments: (1) This is a thin book: 218 pages with large print. Take away the notes and index and it's 196 pages. (2) There seemed to be some internal conflict in just how to use allocations to create proper portfolios. After a while, I was not sure just what was being recommended. If I got it right, four different investment strategies ended up being recommended, and then blends of those were discussed. I got confused. Partly this may be the result of the book having two authors, and they apparently wrote different chapters independently. I'm not sure everything got reconciled. (3) The end of the book wandered into retirement topics, healthcare costs, social... Read more
15 of 16 people found the following review helpful
Interesting strategy, but a disappointing book,
This review is from: Beating the Market, 3 Months at a Time: A Proven Investing Plan Everyone Can Use (Hardcover)This book suffers from two problems. First, it seems like a slimmed-down version of author Gerald Appel's "Opportunity Investing," which also discussed the use of a momentum-rotation strategy to improve absolute returns and reduce portfolio drawdown. The big difference here is that the Appels emphasize the use of ETFs for implementing their strategy.
Second, there is a lot of basic material whose purpose is to persuade the reader that they need to invest in equity markets. You see this too often in books on investing, where the authors assume that the reader need first be persuaded to invest and then to invest according to the author's strategy. I would wager that most people who pick up books on investing need no such convincing: it's preaching to the choir.
That said, the momentum-rotation strategy is an interesting concept, elegant and, in its ETF incarnation, easy to use. It is worth bearing in mind, though, that trading in and out of ETFs as might be... Read more
11 of 11 people found the following review helpful
Book Review from the Aleph Blog,
This review is from: Beating the Market, 3 Months at a Time: A Proven Investing Plan Everyone Can Use (Hardcover)A word before I start: I'm averaging two book review requests a month at present. I tell the PR people that I don't guarantee a review (though I have reviewed them all so far), or even a favorable review. They send the books anyway.
Included in every book is a 2-6 page summary of what a reviewer would want to know, so he can easily write a review. Catchy bits, crunchy quotes, outlines...
I don't read those. I read or skim the book. If I skim the book, I note that in my review. Typically, I only skim a book when it is a topic that I know cold. Otherwise I read, and give you my unvarnished opinion. I'm not in the book selling business... I'm here to help investors. If you buy a few books (or anything else) through my Amazon links, that's nice. Thanks for the tip. I hope you gain insight from me worth far more.
If I can keep you from buying a bad book, then I've done something useful for you. I have more than enough good books for readers to buy. Plus, I... Read more
› See all 8 customer reviews...
Online Sample Chapter
Table of Contents
About the Authors xiv
Introduction: "Financial Savvy": How To Invest Smart So You Will Have the Money You Need When You Need It xv
Chapter 1: Putting Together a Winning Investment Portfolio 1
Chapter 2: Advanced Diversification and Risk Management 15
Chapter 3: Prelude to Long-Term Wealth–Introduction to the Stock Market 39
Chapter 4: Nothing Succeeds Like Success 53
Chapter 5: Worldwide Opportunity 69
Chapter 6: Bonds–An Investment for All Seasons 89
Chapter 7: Special Bond Market Investment Opportunities 109
Chapter 8: Treasure in the Junkyard–How to Tame High Yield Bonds 129
Chapter 9: The Definitive Portfolio–The Whole Is Greater Than the Sum of Its Parts 149
Chapter 10: Don't Let Them Blow You Off the Planet! 165
Chapter 11: Maybe the Politicians Can’t Do It, but You Can–Planning and Carrying Through a Long-Term Financial Program 177
Appendix: Internet Resources for Investors 197
This book includes free shipping!
This book includes free shipping!
Get access to thousands of books and training videos about technology, professional development and digital media from more than 40 leading publishers, including Addison-Wesley, Prentice Hall, Cisco Press, IBM Press, O'Reilly Media, Wrox, Apress, and many more. If you continue your subscription after your 30-day trial, you can receive 30% off a monthly subscription to the Safari Library for up to 12 months. That's a total savings of $199.