Investment Discipline
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Investment Discipline
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Author : Reto R. Gallati
language : en
Publisher: BalboaPress
Release Date : 2012-07-17
Investment Discipline written by Reto R. Gallati and has been published by BalboaPress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-07-17 with Business & Economics categories.
Many highly paid investment gurus will insist that successful investing is a function of painfully collected experience, expansive research, skillful market timing, and sophisticated analysis. Others emphasize fundamental research about companies, industries, and markets. Based on thirty years in the investment industry, I say the ingredients for a successful investment portfolio are stubborn belief in the quality, diversification, growth, and long-term principles from Investments and Management 101. Unlike MBA textbooks, which tend to be more theoretical, Investment Discipline provides more practical insight into what works and what does not, based on my own errors and success and includes recommendations of what to repeat and what to avoid. Investment Discipline contains no secrets and no magic equations. It discusses the most common mistakes and provides advice on how to avoid these errors in order to become a successful investor. It will guide you in your decisions, from setting up your investment objectives, conducting research, and buying/ selling securities to adjusting your portfolio to achieve long-term returns that match your personal objectives. You will learn how to: Define your investment profile and your specific objectives; Establish a sustainable investment process based on your objectives; Analyze information and perform your own research; and Make sound investment decisions. Famous investment professionals, such as Warren Buffett and Peter Lynch, have made mistakes, but they did not repeat them. They held on stubbornly to their investment approach and showed discipline over a long time period, resulting in superior returns. Obviously they were lucky as well; however, they played the numbers right, and over time their performance was better than the performance of their peers. In Investment Discipline, you will learn how to become a successful, disciplined investor.
The X Discipline
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Author : Paul W. Accampo
language : en
Publisher: Trafford Publishing
Release Date : 2006-05-19
The X Discipline written by Paul W. Accampo and has been published by Trafford Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006-05-19 with Business & Economics categories.
When was the last time your broker called to tell you to sell? During the 32-month bear market between March 2000 and March 2003, "buy and hold" advice from brokers and financial advisors failed to stem portfolio losses ranging from 40 to 80%. People lost money for one reason: they failed to sell. There's no safe haven where you can buy a stock and forget about it. Have you lost faith in the individuals and institutions that recommended your investments? Are you looking for a better way? This rare, realistic book offers a, unique, practical alternative depending on others for advice and to the risks, effort, and time involved in managing a stock portfolio yourself. This book is specific - instead of the usual bland list, the author escorts you into the internals of websites with down-to-the-mouseclick procedures for extracting what you need to make clear-cut decisions. He helps you build two essential (but usually omitted) skills for investing: how to critically read the news and control your emotions. His disciplined approach to selling works under all economic conditions to protect you against market downturns; yet, the search that yields high-performing low-volatility funds requires only moderately frequent trading and only about one hour a week of your time. The method frees you from the brokers and financial advisors who have not the skills, methods, or incentive to tell you when to sell - and eliminates their exorbitant fees. With numerous examples and detailed guidance, The X-Discipline shows you how to anticipate market moves by understanding the impact of news events. It helps you resist the temptation to react emotionally when the market gets volatile or turns against you. No longer dependent on others' advice, you can use ultra-discount brokers to trade low cost efficiently-run funds. Synopsis of the Book The X-Discipline is organized into four Parts that let you to use it in different ways. If you want to sit down and surf your way through the steps, start with Chapter 1 and work through to Chapter 7. Your first session will take two to three hours, during which you will find the dogs in your portfolio and build a list of potential winners. With repetition, running through the five steps will require only a few minutes weekly. Because it focuses on process, Part 1 is light on explanation. Each Part 1 chapter has a Part 2 counterpart that goes into greater detail on the origin and reasoning behind the strategy and on potential problems. You can read Part 2 sequentially or use it as a reference. If you want to learn about The X-Discipline before adopting it, begin with Chapter 8 in Part 2. Part 3 has additional studies and time saving information, and Part 4 gives specific procedures for accessing websites. Updates to Part 4, which will change as websites change, are available on www.x-discipline.com Part 1: Immediate Results! Chapter 1: Charting Basics describes the use of charts to identify and measure trends, applying a technique used by experienced traders to identify trend reversals, which are key buy or sell signals. Chapter 2/Step 1: Determine the Market Stage helps you use the trend of the NASDAQ Composite Index to determine the "Stage" of the market, which helps you decide how much of your capital to put at risk. Chapter 3/Step 2a: Finding Mutual and ETF Winners introduces fund screeners, for exchange-traded and mutual funds. These online applications produce a list of the best performing funds during the most recent one to three months. Chapter 4/Step 2b&c: Selecting the Best of the Best shows you how to use the relative strength chart application to trade off high performance and low volatility, and how to eliminate mutual funds having undesirable attributes. Chapter 5/Step 3: Sell - Before You Buy describes planning your exit strategy, detecting failing performance and deciding whether when to sell. Chapter 6/Step 4: Review the News. News moves prices, and more of your decisions will turn out right if you consider real world factors. Chapter 6 shows you how to go online for quick news updates, to employ critical thinking to assess the relevance and influence of what you read, and to create personal "outlook statement," that summarizes where you think markets are headed. Chapter 7/Step 5: Taking Action. If you did not have emotions, Chapter 7 would be one sentence: "Click on sell." This chapter helps you deal with the fear that grips you when you actually have to commit to your plan. Part 2: The X-Discipline explained Chapter 8: The Case for Disciplined Investing presents the strategy of the X-Discipline, reviews market action over the last five years, shows how holding during a major downturn can create a severe loss, and gives an example of how selecting top performing funds at key times can generate high returns. Chapter 9: Funds: The Good, the Bad, and the Ugly examines the relationship between risk and volatility, presents the case for using no-load mutual and exchange-traded funds as your primary investment vehicle, and provides a different perspective for you as a fund owner: the manager of your investment team. The chapter also explains the complex topic of fund costs and the Morningstar system for categorizing funds. Chapter 10: Why Your Broker Doesn't Call describes how brokers operate, deals with the housekeeping necessary before you commit real money, helps you determine how much you have available to invest, and explains how to diversify. It explains tax issues and the types of accounts, the services needed from your broker, and how to avoid broker transaction fees. Chapter 11: Measuring the Market explains in detail the significance of long- and short-term trends and shows you how to gauge the mood of the markets to determine the percentage of your assets to put at risk. Sometimes, your best investment is cash. Chapter 12: The Challenges of Fund Screening is the first of three chapters that cover three phases of qualifying funds as "buy candidates." It gives detailed examples on how to search for funds and guides you in selecting the best screener for your needs. Chapter 13: Excluding Volatility shows you how to visually identify volatile or weak funds through an example using the relative strength chart application. Chapter 14: The Pre-Flight Checkup discusses key facts to check on any fund before you buy. Chapter 15: The Art of Firing a Portfolio Manager revisits selling with a detailed analysis and addresses with examples the interpretation of charts under volatile and non-volatile conditions. Chapter 16: Nuclear War and Other Negatives discusses how to employ critical thinking to use the news to arrive at your own opinion. Without an independent opinion on how to approach the markets, you will tend to follow other people's ideas in place of your own strategy. Chapter 17: Investing is Emotional! explains the emotions that affect investors, points out that failure to control them will take you off your plan, and offers suggestions on how to understand them and regain control. Chapter 18: Tracking Your Portfolio introduces a method to track progress, balance your portfolio, and act on sell signals. Chapter 19: Bond Funds: An Equity Alternative. The recent long-term bear market made the case for investing in bond funds - under the right circumstances. This chapter shows you when to be in bond funds and how to find and evaluate them. Part 3: The Appendices Appendix 1: The Internet Bubble is a case study that follows the NASDAQ Composite Index through the bull market run up and the dot-com crash, showing you how the X-Discipli
The Financial Times Guide To Value Investing
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Author : Glen Arnold
language : en
Publisher: Financial Times/Prentice Hall
Release Date : 2009
The Financial Times Guide To Value Investing written by Glen Arnold and has been published by Financial Times/Prentice Hall this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
'Glen Arnold makes complex investment concepts understandable. He explains what the masters of the investment world have done to achieve their status.' David Shapiro, Stamford Associates 'An excellent intorduction to value investing, some of its most famous practitioners and the investments that made them rich.' Mark Wallace, Rothschild 'In an age of turbulence, reading this book is as good as an inoculation against fads and infatuation with over-trading.' Robin Woodbine Parish, Chairman of the El Oro and Exploration company.plc What are the key principles that have served great investors for over half a century? Is there anything that we can learn from those investors who have displayed an enviable performance on the world's stock markets? In this groundbreaking book, bestselling author Glen Arnold addresses just these questions. He provides a set of guidelines which join value principles and growth attributes with the philosophies of the world's most famous investors. Originally published as Valuegrowth Investing, this new edition has been updated throughout. The Financial Times Guide to Value Investing conveys fundamental concepts, provides practical methods and soffers sound reasoning to guide investment selections. The Financial Times Guide to Value Investing Describes the proven investing philosophies of iconic investors including Warren Buffett, Peter Lynch and Benjamin Graham Shows what ordinary investors should focus on when looking to invest Provides tools for analysing key investment factors Delivers a coherent investment strategy today for growth tomorrow Proves that great investing requires great principles
The Disciplined Investor
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Author : Andrew Horowitz
language : en
Publisher: The Disciplined Investor
Release Date : 2007
The Disciplined Investor written by Andrew Horowitz and has been published by The Disciplined Investor this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Business & Economics categories.
New Era Value Investing
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Author : Nancy Tengler
language : en
Publisher: Wiley
Release Date : 2003-02-25
New Era Value Investing written by Nancy Tengler and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-02-25 with Business & Economics categories.
A unique guide that combines the best of traditional value theory with an innovative approach to assessing value in low or non-dividend paying stocks In the 1990s, America's focus on productivity and innovation led to huge gains in technology, communication, and healthcare stocks, and contributed to the transformation of the U.S. stock market from a value (dividend-paying orientation) to a growth (nondividend-paying) bias. During this time, forward thinking value managers began to develop analytical tools for valuing nondividend paying stocks. These tools allowed them to evaluate and identify the best investments in both traditional and nontraditional value sectors. At the forefront of this movement was author Nancy Tengler who, along with Noel DeDora, developed "Relative Value Discipline," an approach-which combines two proven methods for valuing growth stocks: Relative Dividend Yield and Relative-to-Price Sales. The combination of these approaches allows individuals to invest across the investment universe regardless of dividend policies. New Era Value Investing introduces the proven method known as Relative Value Discipline by combining the excitement of developing a new investment discipline with the lessons learned through the application of this new methodology in the real world. In addition to providing an insider's look at an investment manager's experience in adopting a new investment approach, this book creates a context for understanding the transformation of the U.S. economy, and offers expert insights beyond those of traditional value theory. Nancy Tengler (San Francisco, CA) is President and Chief Investment Officer of Fremont Investment Advisors. She is coauthor of Relative Dividend Yield: Common Stock Investing for Income and Appreciation (Wiley: 0-471-53652-0). She has appeared on numerous financial radio and television programs, including CNN/fn and is frequently quoted in financial publications such as The Wall Street Journal.
Rule Based Investing
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Author : Chiente Hsu
language : en
Publisher: FT Press
Release Date : 2013-12-17
Rule Based Investing written by Chiente Hsu and has been published by FT Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-12-17 with Business & Economics categories.
Use rule-based investment strategies to maintain trading and investment discipline, and protect yourself from fear, greed, pride, and other costly emotions! Since the mid-1990s, assets under management in rule-based or non-discretionary hedge funds have outgrown those in discretionary or qualitative funds. Recent research shows that rule-based funds have outperformed discretionary funds on a risk-adjusted basis over the past 30 years, and have especially outperformed during recent financial crises. This is the first comprehensive guide to designing and applying these sophisticated strategies. Combining academic rigor and practical applications, it explains what rule-based investment strategies are, how to construct them, and how to distinguish bad ones from good ones. Unlike any other guide, it systematically covers every facet of the topic, including Forex, rates, emerging markets, equity, volatility, and other key topics. Credit Suisse head of global strategy and modeling, Chiente Hsu, covers carry, momentum, seasonality, and value-based strategies; as well as the construction of portfolios of rule-based strategies that support diversification. Replete with realistic examples, this book will be a valuable resource for everyone concerned with effective investing, from traders to specialists in applied corporate finance.
Value Investing
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Author : Tyler Hardt
language : en
Publisher:
Release Date : 2009-06
Value Investing written by Tyler Hardt and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-06 with categories.
Value Investing: A Disciplined Framework is a book for individual investors that introduces the key principles behind successful value investing strategies and explains why they lead to superior investment returns in a straight-forward easy to explain manor. The author provides a simple 4-step framework for investors that teaches how to properly take advantage of these value investing principles to generate profitable investments in publicly traded stocks. After reading this book investors should be able to quickly apply its lessons to their own investment analysis and be confident that they are making sounder investment decisions for their portfolios.The process behind the Disciplined Framework in Value Investing includes: - how to identify high-quality companies with strong competitive moats and superior business models; - how to quickly evaluate a company's financial strength;- how to value any company using simple methods appropriate for a novice or experienced investor that does not resort to complicated financial models; and lastly, - how to properly decide the right time to buy and sell your stock investment, minimizing the potential for losses and improving your profit potential. Value Investing: A Disciplined Framework is written as an aid for the individual investor with any level of prior investment experience and can also act as an excellent reference for the professional investor. Value Investing was written by Hedge Fund Manager Tyler Hardt, CFA. Mr. Hardt is the Founder and Portfolio Manager of Pelican Bay Capital Management, LLC. He manages the firm's Concentrated Value Fund that incorporates the strategies detailed in this book. He also is the portfolio manager for the Firm's Distressed-Equity Hedge Fund, called the Phoenix Fund. In his prior role, Mr. Hardt was an Equity Analyst on the Value Team at Artisan Partners Asset Management. He earned an MBA with Honors from the Wharton School at the University of Pennsylvania and has a bachelor's degree in Finance from the University of Maryland.
The 5 Mistakes Every Investor Makes And How To Avoid Them
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Author : Peter Mallouk
language : en
Publisher: John Wiley & Sons
Release Date : 2021-04-30
The 5 Mistakes Every Investor Makes And How To Avoid Them written by Peter Mallouk and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-04-30 with Business & Economics categories.
This book, from New York Times best-selling author Peter Mallouk, will help you avoid the mistakes that stand in the way of investment success! A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. The Five Mistakes Every Investor Makes and How to Avoid Them, Second Edition, focuses on what investors do wrong, so you can avoid these common errors and set yourself on the right path to success. In this comprehensive reference, you'll learn to navigate the ever-changing variables and market dilemmas that can make investing a risky and daunting endeavor. In this Second Edition, Peter Mallouk shares new investment techniques, an expanded discussion of the importance of disciplined investment management, and updated advice on avoiding common pitfalls. In this updated Second Edition, you'll find a workable, sensible investment framework that shows you how to refrain from fighting the market, misunderstanding performance, and letting your biases and emotions get in the way of investing success. Offers updated discussion and investment techniques to improve your performance in today's market conditions Details the major mistakes made by professional and everyday investors, including fighting the market, overactive trading, and not having an endgame Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management The Five Mistakes Every Investor Makes and How to Avoid Them, Second Edition leads you in the right investing direction and provides a roadmap that you can follow for a lifetime.
Active Investing In The Age Of Disruption
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Author : Evan L. Jones
language : en
Publisher: John Wiley & Sons
Release Date : 2020-04-09
Active Investing In The Age Of Disruption written by Evan L. Jones and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-04-09 with Business & Economics categories.
Outperforming the market—or “alpha creation” as it’s sometimes called—is very possible with the proper investment discipline and methodologies. But the market-beating strategies that will work today are not the same as those that worked in the past. Central bank intervention and the accelerated pace of technology have caused an increase in the disruption of traditional business models across many industries. These industry paradigm shifts combined with macro-driven financial markets have created one of the toughest environments for active investment managers in history. Active Investing in the Age of Disruption details the disruptive forces in the market today and how to navigate them to outperform. This book discusses winning equity investment strategies with lofty goals of alpha creation. Understanding the limits and potential of each unique investment methodology and portfolio strategy will allow you to generate higher returns. Even when your luck runs out or the market works against you, the ideas and disciplined approach in this book will keep you one step ahead of the market. · Understand the disruptive forces affecting the market today · Discover equity investment strategies uniquely targeting alpha generation—beating the market · Understand which features of active investing need to be implemented and stressed from a risk perspective to outperform the market · Learn which previously solid investment tenets may no longer hold true in the age of market disruption · Hone the craft of active investing—identify markets with the greatest profit potential, hedge against strategy limitations, and more It has been a very tough decade for active investment managers, but this book will inspire you to think differently about risks and opportunity. A deeper understanding of the forces affecting the market and a commitment to refining your investment process using the techniques in this book will help you step across the margin of error between under and outperforming.
Outperforming Wall Street
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Author : Daniel Alan Seiver
language : en
Publisher: Prentice Hall
Release Date : 1987
Outperforming Wall Street written by Daniel Alan Seiver and has been published by Prentice Hall this book supported file pdf, txt, epub, kindle and other format this book has been release on 1987 with Business & Economics categories.