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Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income
- By Marvin Appel
- Published Mar 5, 2010 by FT Press.
- Copyright 2009
- Dimensions: 5-3/8 X 8-1/4
- Pages: 224
- Edition: 1st
- Book
- ISBN-10: 0-13-700335-8
- ISBN-13: 978-0-13-700335-8
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Product Author Bios
Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital. He concurrently earned a PhD in Biomedical Engineering from Harvard University. However, in 1996 he changed careers and joined his father in the field of investment management, where he has been able to put his engineering and computer training to work in analyzing the stock market. He is now CEO of Appel Asset Management in Great Neck, NY, which manages more than $45 million in client assets in mutual funds, exchange-traded funds, and individual stocks and bonds using active asset allocation strategies.
Dr. Appel’s book Investing with Exchange-Traded Funds Made Easy, now in its second edition, was published by FT Press and was featured on CNBC’s Closing Bell show. Dr. Appel and his father have also written Beating the Market, Three Months at a Time, published by FT Press and released in January 2008.
Dr. Appel is the editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. He is also a regular contributor to Investment News. Dr. Appel has been a regular contributor to Dental Economics and to Physician’s Money Digest. His market insights have been featured on CNBC, CNNfn, CBS Marketwatch.com, and Forbes.com. He has been invited to testify to the New York State Legislature regarding his market forecasts and has presented his investment strategies to numerous conferences, including several chapters of the American Association of Individual Investors and, most recently, at the Canadian Society of Technical Analysts at their annual meeting in Toronto.
“Marvin Appel is a discerning and highly regarded money manager. In this concise but compelling text, he shows how individual investors can use a range of fixed-income strategies to gain superior returns while ably managing risk.” --Nelson Freeburg, Editor, Formula Research
“This book is a great source of knowledge. While reading I found myself learning things I didn’t know, and I’ve been in this business for over 20 years. Marvin Appel has done an excellent job; I am truly impressed.” --Ike Iossif, President and Chief Investment Officer, Aegean Capital Group, Inc., and Executive Producer of “MarketViews.tv”
Today, many risk-averse investors simply can’t meet their income needs with conventional bank CDs, money market funds, or bonds. This book reveals how you can earn more, without exposing yourself to excessive risk or the costs of a highly active trading strategy.
Dr. Marvin Appel shows how to take advantage of high-yield bond funds and income-producing equity strategies...when to purchase individual bonds, when to use bond mutual funds, and which bond funds are best...how to finally make diversification work again.
Step by step, you’ll build a master portfolio for the coming years: one that can deliver attractive long-term returns more safely than you ever thought possible!
- Safer strategies for boosting fixed income returns
Smarter ways to mix bond ladders, investment-grade taxable bonds, municipal bonds, and high-yield bond mutual funds - Stock strategies that create new income streams at lower risk
Simple ways to use high-dividend stocks and covered call writing - Building the right income portfolio for your situation
Practical choices that reflect your temperament, goals, and needs
You can’t survive on what CDs and money markets are paying these days--but you can’t live with high risk, either. Fortunately, with this book’s powerful, proven strategies, you can earn more income without losing sleep! Dr. Marvin Appel reveals smarter, safer ways to use bonds and bond funds...derive more cash from stocks at surprisingly low risk...safely supplement your returns with preferred shares and options...plan for income you can actually live on!
Author's Site
Please visit the author's companion web site at www.appelasset.com.
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1 of 1 people found the following review helpful
Not very useful, By Kuru (Seattle) - See all my reviews
This review is from: Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income (Hardcover)
This is too thin a book to be truly helpful; there's not much more information here than in many magazine articles. It might make a good one-evening read for some basic introduction, for someone who has never invested at all before. Depending on the topic, the book tends to err by being too general or too specific. For example, the critical discussion of bonds and bond laddering doesn't really give enough information to help an individual select specific bonds -- you'd need to use a broker or an asset manager to help. One the other hand, the discussion of bond mutual funds amounts to suggesting a couple specific funds -- you can do that easily enough yourself, but there's nothing to help you evaluate any other fund choices you might have.Some of his advice may seem questionable, in that it differs from what it written in many other sources, and there's not enough information to help weigh the merits. For example, he recommends that a portion of even conservative... Read more
3 of 4 people found the following review helpful
LEARNING HOW TO INVEST, By
This review is from: Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income (Hardcover)
I'm a novice in the investment arena. I've been trying to get a handle on the composition of a diversified portfolio and learn about some of the different products available with let's hope, less risk. I've studied finance while in school but nothing can really prepare you for how complicated the actual market is. I picked up this book and found it surprisingly readable. It doesn't read like a textbook as what I've come to expect after years of school. I think that it takes a great understanding of the subject matter in order to simplify it for others. Dr. Appel shares his knowledge and reasons for some of his strategies in income generating investments in a MOST READABLE manner.NOT JUST ABOUT BONDS The book is filled with examples and introductions to all areas of income generating investments, from regular bonds, bond ETF's to mutual funds. It touches upon preferred stocks as well. I think this is a fantastic handbook for the conservative investor and... Read more
2 of 3 people found the following review helpful
Another Book Review by the Aleph Blog, By
This review is from: Higher Returns from Safe Investments: Using Bonds, Stocks, and Options to Generate Lifetime Income (Hardcover)
This book gets a mixed review from me. If I were reviewing it 14 months ago, when everything was in chaos, I would have given it a better review. There are time to take credit risk, and times not to. There are times to extend maturity, and times not to. There are times to seek inflation protection, and times not to. There are times to invest abroad, and times not to.This book takes a view of income investing that is correct for average credit markets, for the most part. But average credit markets rarely exist. Few investors possess the fortitude to go through the nadir of the credit cycle, and ride it into the next cycle. With high yield, he offers a simple stop-loss strategy. Good. But he should offer something similar on preferred stocks and dividend-paying common stocks, which are riskier than high yield bonds. The chapter on writing covered calls is simplistic, but the truth is that most of us are simplistic with covered calls -- we look... Read more |
Online Sample Chapter
Table of Contents
Chapter 1: Introduction 1
Chapter 2: Basics of Bond Investments 7
Chapter 3: Risks of Bond Investing 29
Chapter 4: Bond Ladders--Higher Interest Income with Less Risk 45
Chapter 5: Bond Mutual Funds--Where the Best Places Are for Your One-Stop Shopping 51
Chapter 6: The Safest Investment There Is--Treasury Inflation-Protected Securities (TIPS) 67
Chapter 7: High-Yield Bond Funds--Earn the Best Yields Available while Managing the Risks 81
Chapter 8: Municipal Bonds--Keep the Taxman at Bay 93
Chapter 9: Preferred Stocks--Obtain Higher Yields Than You Can with Corporate Bonds 115
Chapter 10: Why Even Conservative Investors Need Some Exposure to Other Markets 133
Chapter 11: Equity ETFs for Dividend Income 139
Chapter 12: Using Options to Earn Income 153
Chapter 13: Conclusion--Assembling the Program for Lifetime Investment Income 167
Endnotes 177
Index 183
Sample Pages
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