Power Investing with Sector Funds Mutual Fund Timing and Allocation Strategies

Power Investing with Sector Funds Mutual Fund Timing and Allocation Strategies PDF Author: Peter W. Madlem
Publisher: CRC Press
ISBN: 9780910944090
Category : Business & Economics
Languages : en
Pages : 380

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Book Description
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!

Power Investing with Sector Funds Mutual Fund Timing and Allocation Strategies

Power Investing with Sector Funds Mutual Fund Timing and Allocation Strategies PDF Author: Peter W. Madlem
Publisher: CRC Press
ISBN: 9780910944090
Category : Business & Economics
Languages : en
Pages : 380

Get Book Here

Book Description
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!

Power Investing with Sector Funds

Power Investing with Sector Funds PDF Author: Peter Madlem
Publisher: John Magee
ISBN: 9780910944052
Category : Business & Economics
Languages : en
Pages : 358

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Book Description
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.

Swing Pricing and Fragility in Open-end Mutual Funds

Swing Pricing and Fragility in Open-end Mutual Funds PDF Author: Dunhong Jin
Publisher: International Monetary Fund
ISBN: 1513519492
Category : Business & Economics
Languages : en
Pages : 46

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Book Description
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.

The Power of Passive Investing

The Power of Passive Investing PDF Author: Richard A. Ferri
Publisher: John Wiley & Sons
ISBN: 0470937122
Category : Business & Economics
Languages : en
Pages : 290

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Book Description
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.

Strategic Asset Allocation

Strategic Asset Allocation PDF Author: John Y. Campbell
Publisher: OUP Oxford
ISBN: 019160691X
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Academic finance has had a remarkable impact on many financial services. Yet long-term investors have received curiously little guidance from academic financial economists. Mean-variance analysis, developed almost fifty years ago, has provided a basic paradigm for portfolio choice. This approach usefully emphasizes the ability of diversification to reduce risk, but it ignores several critically important factors. Most notably, the analysis is static; it assumes that investors care only about risks to wealth one period ahead. However, many investors—-both individuals and institutions such as charitable foundations or universities—-seek to finance a stream of consumption over a long lifetime. In addition, mean-variance analysis treats financial wealth in isolation from income. Long-term investors typically receive a stream of income and use it, along with financial wealth, to support their consumption. At the theoretical level, it is well understood that the solution to a long-term portfolio choice problem can be very different from the solution to a short-term problem. Long-term investors care about intertemporal shocks to investment opportunities and labor income as well as shocks to wealth itself, and they may use financial assets to hedge their intertemporal risks. This should be important in practice because there is a great deal of empirical evidence that investment opportunities—-both interest rates and risk premia on bonds and stocks—-vary through time. Yet this insight has had little influence on investment practice because it is hard to solve for optimal portfolios in intertemporal models. This book seeks to develop the intertemporal approach into an empirical paradigm that can compete with the standard mean-variance analysis. The book shows that long-term inflation-indexed bonds are the riskless asset for long-term investors, it explains the conditions under which stocks are safer assets for long-term than for short-term investors, and it shows how labor income influences portfolio choice. These results shed new light on the rules of thumb used by financial planners. The book explains recent advances in both analytical and numerical methods, and shows how they can be used to understand the portfolio choice problems of long-term investors.

Asset Allocation Strategies for Mutual Funds

Asset Allocation Strategies for Mutual Funds PDF Author: Giuseppe Galloppo
Publisher: Springer Nature
ISBN: 3030761282
Category : Business & Economics
Languages : en
Pages : 485

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Book Description
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.

The Publishers Weekly

The Publishers Weekly PDF Author:
Publisher:
ISBN:
Category : American literature
Languages : en
Pages : 734

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Book Description


Navigate the Noise

Navigate the Noise PDF Author: Richard Bernstein
Publisher: John Wiley & Sons
ISBN: 0471735922
Category : Business & Economics
Languages : en
Pages : 273

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Book Description
Transform today's surplus of investment information into a high-level investment strategy In an investment climate characterized by rapidly increasing access to information, it has become a real problem to sort out the legitimate financial advice, grounded in traditional analysis, from the constant stream of useless information, or "noise." Such "noise", through technological advances such as the Internet, has become widespread. This overload of information is hurting investors, since it makes real analysis based on factual inference harder to come by. This book steers investors through the "noise" to show them where and how to find solid investment information. This step-by-step guide is based on a very popular presentation the author makes to new private clients at Merrill Lynch. Richard Bernstein (New York, NY) is First Vice President and Chief Quantitative Strategist at Merrill Lynch & Company. Prior to joining Merrill Lynch, he worked for E. F. Hutton and Tucker Anthony. He has been voted to the Institutional Investor All-America Research Team in each of the last eight years, and has appeared on Wall Street Week with Louis Rukeyser.

Beating the Market, 3 Months at a Time

Beating the Market, 3 Months at a Time PDF Author: Gerald Appel
Publisher: FT Press
ISBN: 0132703297
Category : Business & Economics
Languages : en
Pages : 241

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Book 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

European Union Policies at a Time of Crisis

European Union Policies at a Time of Crisis PDF Author: Tomasz Grzegorz Grosse
Publisher: Wydawnictwo Naukowe Scholar
ISBN: 8373838260
Category : Political Science
Languages : en
Pages : 354

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Book Description
In recent years, and more specifically, since the outbreak of the Eurozone crisis in 2010, the model of integration has changed. The rising political power of the strongest Member States and the political segmentation of the European Union into separate circles of integration have become the new reality. These processes have been accompanied by a range of related changes, such as the growing politicisation of the European Commission, increasing institutionalisation of the euro area and petrification of the geographical and political division into central and peripheral states in the EU. At this point, it is difficult to predict whether these changes will prove temporary or permanent, and what will be their systemic consequences (or, in other words, how will they impact Europe’s political system). It is similarly difficult to judge how the changes will influence specific EU policies. An attempt to answer these difficult but compelling questions is the objective of our book. Tomasz Grzegorz Grosse Professor of Political Science and Head of Department of European Union Policies at the University of Warsaw; author of In Search of Geo-economics in Europe and coeditor of The Aspects of a Crisis The authors of this volume offer a comprehensive analysis of conditions and results of EU policies in the context of European integration. The ambitious scope of the project required the knowledge of economics, history, political science, international relations, law and even sociology. The authors fulfill their promise to the readers: the volume contains a comprehensive and detailed elucidation of the influence of the crisis on the integration practice, and on the contemporary conditions of EU integration, including both its structure and functioning. Zbigniew Czachór author of The Crisis and Disrupted Dynamics of the European Union The volume edited by Tomasz G. Grosse promises to be a very valuable contribution to Polish European studies. It belongs to the broader field of critical reflections on European integration and as such, it opens new possibilities of constructive debate about the present and the future of the European Union. Janusz Ruszkowski coauthor of Euro: Common Currency of the United Europe The Authors: Paweł J. Borkowski, Jacek Czaputowicz, Tomasz Grzegorz Grosse, Krzysztof M. Księżopolski, Justyna Miecznikowska, Jadwiga Nadolska, Artur Nowak-Far, Kamila Pronińska, Małgorzata Smutek, Krzysztof Szewior, Jolanta Szymańska, Joanna Ziółkowska.