“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
Table of Contents:
Acknowledgments xiii
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
Endnotes 201
Index 209
About the Author :
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).
