Learn How To Manage Your Portfolio To Increase Returns And Control Risk...

This book describes how to manage your portfolio within your time and risk tolerance bounds. If you have little time or tolerance for risk, there is an easy strategy for matching market returns. Matching market returns puts you ahead of most professional fund managers and private investors (78% of professional money managers and 80% of private investors fail to beat the market).

The book's Trend Regression Portfolio Strategy works. paper trading performance  FOLIOfn performance  All tracked portfolios have beaten the market from inception to-date. This is a long-term strategy. Not every account beats the market in every period.

The Trend Regression Portfolio Strategy grew from the idea that stock prices overshoot high and overshoot low as they search out "correct" valuation. This idea is not new. Business professors and popular authors have reported that stock prices often oscillate around a fair value. The Strategy tracks relative moves of stocks within a core group over weeks or months. It trades weekly. It is active management, not passive buy-and-hold. In a typical portfolio 1/4 or more of stocks held, change weekly.

That the Trend Regression Portfolio Strategy works is nice. However, the point is not that this particular strategy beats the market but that it is possible for an investor to develop a strategy that works.

Do It Yourself To Reduce Investing Expense And Increase Your Chance Of Making Money In The Stock Market.

Self-managed portfolios have lower costs. Mutual funds managers and other advisors charge fees, of up to 3.5% per year. Saving these fees is bankable, a proven benefit, not dependent on what the market does.

Self-managed portfolios can have better results. Recently business school professors from Harvard , Ohio State, and the University of Michigan determined that 20% of self-directed investors consistently beat the market. According to their data, private investors can and do figure out how to beat the market.

One of the worst kept secrets of the financial community is that fund managers generally fail to beat market returns. Several people have pointed this out including Peter L. Bernstein who in Against the Gods stated that 78% of actively managed equity funds lost to funds designed to track the S&P Composite. A lesser-known aspect of this is the lack of consistency. The best performing fund manager for one year doesn't often perform well in succeeding years. Picking winning mutual funds is no easier than picking winning stocks.

Do it yourself portfolio management is a major opportunity. Depending on your goals, it can be simple. Matching market returns is relatively straightforward. Learning how to beat the market, takes more effort. Beating the market consistently over the long haul takes a good plan, careful execution and discipline. Doing it yourself means taking direct responsibility for your portfolio. It means never relegating to someone whose incentives are out of sync with your goals.