By learning to read the direction and strengths of the market, even novice mutual fund investors can outperform the best stock pickers. That's because up to 90 percent of a stock's price movement is determined by trends in the market or the industry-not in the qualities of the company. By using point-and-figure charting techniques, Power Investing With Sector Funds supplies a simple and effective way to gauge the ebb-and-flow of the stock market, and ways to invest in the best-performing sectors at the right time, both in the U.S. and abroad. With the help of four technical tools-charting, trend lines, 20-week moving averages and relative strength-Power Investing With Sector Funds takes a step-by-step process to completely cover the principles of diversification, asset allocation, and sector investing to apply the technique for a successful investment program. Best of all, the system outlined in the book takes just 15 minutes a day!
Supplies a simple and effective technique for gauging ebbs and flows in the market -- and investing in the best-performing sectors at the right time, both in the U.S. and abroad.
Take control of your financial future and know not only what to buy and sell, but when to be in or out of the market entirely. This workbook will solidify and expand the understanding and application of principles presented in the author's previous book, Power Investing with Sector Funds: Mutual Fund Timing and Allocation Strategies.
Profiles of 150 successful fund managers, traders, analysts, economists, and investment experts offer advice, techniques, and ideas to increase returns and control risks in investing. Some of the areas of specialty discussed include international markets and capital flows, company valuation, liquidi
The 90% Solution is about understanding the most important factors impacting today’s stock market, how they influence performance—and how they can be used to produce higher returns. In it, author David Rogers challenges traditional investment strategies, then points the way to new and alternative investment methods that can help you rise above the “expectations for mediocrity” that seem to dominate conventional investment thinking.
Unlock the power of targeted investments with "Sector ETF Strategies: Maximizing Returns with Targeted Investments." This comprehensive guide dives deep into the world of Sector Exchange-Traded Funds (ETFs), offering investors a proven pathway to maximize returns by strategically focusing on specific sectors of the economy. Whether you are a novice investor looking to diversify your portfolio or an experienced trader seeking to fine-tune your investment approach, this book provides you with the tools and knowledge you need to succeed. "Sector ETF Strategies" covers the following: Understanding Sector ETFs: Gain a clear understanding of what Sector ETFs are, how they work, and why they are an essential component of a well-rounded investment strategy. Market Cycles and Sector Rotation: Learn how to identify and capitalize on market cycles and sector rotations to optimize your investment timing and increase your returns. Sector Analysis: Discover the key factors that influence different sectors, including economic indicators, industry trends, and geopolitical events. This section provides detailed analysis and insights into major sectors like technology, healthcare, finance, energy, and consumer goods. Developing Your Strategy: Craft your personalized Sector ETF investment strategy based on your risk tolerance, investment goals, and market outlook. The book offers step-by-step guidance on selecting the right Sector ETFs, balancing your portfolio, and adjusting your strategy as market conditions change. Case Studies and Real-World Examples: Learn from real-world examples and case studies that illustrate successful Sector ETF strategies in action. These practical insights will help you apply the concepts and techniques discussed in the book to your own investments. Risk Management: Understand the risks associated with Sector ETF investing and discover effective risk management techniques to protect your portfolio from market volatility. Tools and Resources: Access a wealth of tools and resources, including recommended online platforms, research sources, and analytical tools to support your Sector ETF investment journey. "Sector ETF Strategies: Maximizing Returns with Targeted Investments" is your essential guide to mastering the art of Sector ETF investing. With its clear explanations, practical advice, and actionable insights, this book will empower you to make informed investment decisions and achieve your financial goals. Start maximizing your returns today by strategically investing in Sector ETFs and taking control of your financial future.
How to prevent runs on open-end mutual funds? In recent years, markets have observed an innovation that changed the way open-end funds are priced. Alternative pricing rules (known as swing pricing) adjust funds’ net asset values to pass on funds’ trading costs to transacting shareholders. Using unique data on investor transactions in U.K. corporate bond funds, we show that swing pricing eliminates the first-mover advantage arising from the traditional pricing rule and significantly reduces redemptions during stress periods. The positive impact of alternative pricing rules on fund flows reverses in calm periods when costs associated with higher tracking error dominate the pricing effect.
A practical guide to passive investing Time and again, individual investors discover, all too late, that actively picking stocks is a loser's game. The alternative lies with index funds. This passive form of investing allows you to participate in the markets relatively cheaply while prospering all the more because the money saved on investment expenses stays in your pocket. In his latest book, investment expert Richard Ferri shows you how easy and accessible index investing is. Along the way, he highlights how successful you can be by using this passive approach to allocate funds to stocks, bonds, and other prudent asset classes. Addresses the advantages of index funds over portfolios that are actively managed Offers insights on index-based funds that provide exposure to designated broad markets and don't make bets on individual securities Ferri is also author of the Wiley title: The ETF Book and co-author of The Bogleheads' Guide to Retirement Planning If you're looking for a productive investment approach that won't take all of your time to implement, then The Power of Passive Investing is the book you need to read.
This book offers an overview of the best-working strategies in the field of equity and fixed income mutual fund-based portfolio management. This timely research considers different market conditions, such as global financial crises, across various geographical regions such as the USA and Europe. Combining academic and practical findings, the author presents a practitioner perspective on mutual fund-based portfolio strategies, appealing not only to finance scholars but also professionals within the asset management industry. This book synthesizes a large part of the academic research to date on the mutual fund industry by drawing from the most widely cited academic journals. The author makes a systematic use of numerical examples to facilitate the understanding of Investment themes organized around several important topics: size, diversification, flows, active management, volatility, performance persistence and rating.
