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

~ (Author), Marvin Appel (Author)
Key Phrases: index fund, emerging market index, floating rate funds, United States, Lehman Aggregate Bond Index, First Eagle Global (more...)

Editorial Reviews

Product Description

"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. www.systemsandforecasts.com www.appelasset.com www.signalert.com 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

From the Back Cover

“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.

 

www.systemsandforecasts.com

www.appelasset.com

www.signalert.com

 

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

See all Editorial Reviews

Product Details

• Hardcover: 240 pages
• Publisher: FT Press; 1 edition (January 27, 2008)
• Language: English
• ISBN-10: 0136130895
• ISBN-13: 978-0136130895
• Product Dimensions: 9.1 x 5.8 x 1 inches
• Shipping Weight: 8 ounces (View shipping rates and policies)
• Average Customer Review: 3.8 out of 5 stars  See all reviews (6 customer reviews)
• Amazon.com Sales Rank: #427,779 in Books (See Bestsellers in Books)

Customer Reviews

Most Helpful Customer Reviews

9 of 9 people found the following review helpful:

3.0 out of 5 stars Moderately interesting, October 6, 2008

By	Succcessful Investor (Dallas, TX) - See all my reviews

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 security...in other words, non-investing topics. This was unnecessary, annoying, and one wonders whether it was done because they needed more pages.

4 of 4 people found the following review helpful:

2.0 out of 5 stars Interesting strategy, but a disappointing book, August 29, 2008

By	John A. League (Northern Virginia) - See all my reviews (REAL NAME)

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 necessary under this strategy would incur a significant tax and cost liability that the strategy would have to hurdle if it was to outperform as simple buy-and-hold plan. Alas, transaction costs and taxes do not factor into the Appels' analysis.

2 of 2 people found the following review helpful:

5.0 out of 5 stars Full of Valuable Information, September 5, 2008

By	Camille Gaines "TheFinancialWoman.com" (Texas) - See all my reviews (REAL NAME)

This book contains valuable market timing strategies that anyone willing to spend the time and energy can implement. I like the presentation of the more active and less active (mutual fund) approach, and the fact that either strategy can be implemented without a great deal of time. How many times has an investor, myself included, made decisions based upon yesterday's winners, only to get in near the top of the market before a fall? I think this book offers practical strategies to make decisions based on valid indicators.