Bøger af Tony Pow

Technical Analysis represents the trend of the market (a stock or a group of stocks) graphically. If more investors are in the market, a stock or a group of stocks, its trend is up until it changes. We divide the trends into short-term, intermediate-term and long-term. Chartists usually do not consider fundamentals as they believe they have already been priced in the stock price and some fundamentals are not available to the public. To illustrate, a new drug has been discovered, the stock price of the company jumps initially by insiders and the informed. Its fundamental metrics do not show right away but many are buying to boost up the stock price. Last Update: 05/2022 Size: 90 pages (6*9)

This book includes articles for beginner investors and advanced beginners selected from my book "Art of investing 2nd Edition". This book represents decades of my investing experiences, extensive simulations and summaries of hundreds of books I have read on investing. I also have found that many ideas / strategies are no longer applicable in today's market. Hence, I only include those proven techniques that work better in today's stock market and/or available today. This book should make you a better investor. With proven, step-by-step techniques to time the market, find and evaluate stocks, it is closer to the Holy Grail of investing for beginners. "Simple Techniques" describes the advanced features of this book in the simplest and the least time-consuming techniques. Even advanced users could find some shortcuts. Most of the tools are free from the web sites described. Update on: 04/2022Size: 50 pages (6*9).

You need a trading system (same as strategy) to make money for trading for a few stocks or hundreds of stocks a year. It will give you rules to enter a trade and to close a trade. In addition, it gives you suggestions to monitor your trades and how to protect your portfolio. As of this writing (August, 2020), the market has been making records many times. Any trading system betting the market to go up should make you good money. We are in a bull market! From my market evaluation, the trend is up but not the fundamentals. When the trend is reversed and it will, we could be in a bear market. That's why I have a full book (included in this book) on how to time the market. It works in the last two market crashes, and hopefully it will predict the next one. No one can predict the exact time. A trading system for a bull market is different from one in the bear market (using contra ETFs, shorting stocks and trading put options). A sideways market needs another trading system. This book includes many strategies to deal with different markets. Your trading system can be tailored to your requirements and objectives. Starters should stick to one strategy, and hopefully select the strategy that is appropriate in the current market conditions. I categorize the strategies of this book into the following three: Short-term trades (less than a month). It includes Technical Analysis, Momentum Investing, Insider Trading and a few other strategies.Swing trades (from one to 6 months and typically one month): Sector Rotation.Long-term trades (typically a year). Many strategies from conservative strategies to riskier strategies.Included are supporting books (same as major sections): Book 5: Common Tools, Book 6: Finding Stocks, Book 7: Evaluating stocks, Book 8: Trading Stocks, Book 9: Market Timing, Book 10: Monitoring and Test Strategies, Book 11: Economy and a Bonus. Size: 445 pages (6*9).Last update: 04/2022.

This book describes the topics on economies that are important for investors. I start with my Coconut Theory and then include many topics such as interest rate and recession. There are many articles on the U.S. and China. In addition, I have tools to time the market, evaluate stocks and simple technical analysis. Last Update: 02/2022. Size: 135 pages (6*9).

Investing could be simple and profitable to beginners and experts alike. The best and easiest way is using ETFs. Most fund managers and hedge fund managers after their hefty fees cannot beat the market index. Just buy SPY (an ETF simulating the market) and you're diversified and most likely beat most fund managers.This book is different from most other books on this topic. There are many techniques hidden that help you to beat the market and at the same time ensure safety for your hard-earned money.The average of the loss of the last two market crashes is about 45% from their peaks. It is the main theme in this book and I allocate a good portion of this book to simple market timing. I also debunk the myth of "you cannot time the market". There may be false signals but they correct themselves shortly.I use the simplest way to time the market without the hard-to-learn charting. Just follow the simple techniques. There is nothing else besides this low-priced book to buy or subscribe.This book describes the examples and my experiences of exiting the market to reduce your losses and reentering the market for the best profits. I made 80% in my largest taxable account in 2009.Selling stocks and buying stocks take a lot of time and emotions vs. trading ETFs. I also provide a simple way to evaluate ETFs using free information in the web.When the signal tells us to buy, you can profit by buying any ETF that simulates the market. ETF rotation could make you even more profit. It is described in this book. Last update: 01/2021. Size: 65 (6*9).

This book is targeted to beginner investors and/or couch potatoes who do not want to spend a lot of time in managing their investments. It only takes about half an hour a month to monitor the market and decide what stocks to buy and sell. This book represents my decades of trading experiences, at least a thousand of simulations and summaries of hundreds of investing books I read.This book uses the advanced strategies described in my other books but in very simplified instructions. The trick is to make them easy to use from the research information available to us free of charge such as from Finviz.com.The first strategy is simple market timing. You should not buy any stocks when the market is plunging. Actually you should sell most of the stocks you own when the market is plunging. I have a simple way to spot market plunges. It is based on charts. However, you can obtain similar info without creating charts and there is nothing to subscribe or buy.The chart tells us when to reenter the market for the best opportunity to make money. I had about a return of 80% in my largest taxable account in 2009.Using the free web sites, we can evaluate the stocks and ETFs effectively. As a bonus, I borrow some chapters from my book "How to be a billionaire". The four stages of the process are briefly discussed.Size: 55 pages (6*9). Last update: 03/2021

This book includes articles for beginner investors and advanced beginners selected from my book "Complete the art of investing".This book represents decades of my investing experiences, extensive simulations and summaries of hundreds of books I have read on investing. I also have found that many ideas / strategies are no longer applicable in today's market. Hence, I only include those proven techniques that work better in today's stock market and/or available today.This book should make you a better investor. With proven, step-by-step techniques to time the market, find and evaluate stocks, it is closer to the Holy Grail of investing for beginners.I also explain why you need to invest for yourself and why a beginner can beat a fund manager due to their required limitations/restrictions and hefty fees.This book covers most topics on basic investing excluding speculative investing such as options, currency trading and day trading. It is far better to be a turtle investor than making millions and losing it all.This book has about 200 pages (6 inches*9 inches). I provide two tables for selected articles respectively for beginners and advanced beginners. This book consists of 7 books (major sections).The first book gives you the motivation to read this book by listing my performances and also my mistakes in "My trading in 2019" in the bonus section. You have the better chance to repeat these performances than I as most of you start earlier than I. "Beginners (with Common Tools)" describes the advanced features of this book in the simplest and the least time-consuming techniques. Even advance users could find some shortcuts. Most of the tools are free from the web sites described. We start with the basic books Finding Stocks, Evaluate Stocks, Trading Stocks and Market Timing. The simple technique on market timing has worked for the last two plunges (2000 and 2008) with only one false signal (telling you to exit but reentering the market shortly) between 2000 and 2010. It has been working fine from 2000 to 2020.A strategy describes how to screen stocks, evaluate them, buy them and sell them. I selected the safer strategies for beginners that include swing trading, top-down, and dividend investing and simple sector rotation. Selecting the right strategy for the current market conditions is not easy but yet very rewarding.Many older teachings even from famous investors do not work in today's market judging from their recent mediocre performances. Also, it could be that there are too many followers and/or the metrics are not applicable to today's market.Most likely for luck but with good reasons, I predicted correctly that a disaster would happen in China as reported in August, 2019 in my article "Disasters in 2020" in the Bonus Section. The second prediction has not happened yet, but it could have more impact to our economy.The third prediction: China would not agree to pay for the damages of this pandemic and that would lead to the freezing of their debts to us (1.07 T as of Dec., 2019). Eventually it would lead to a military war. I hope it would never happen.Size: 225 pages (6*9)Initial date: 07/2020.Last update: 01/2021.

Most of my profits in investing are made using the strategy of Swing Trading using fundamentals. Defined by me, Swing Trading is holding the bought stocks for about six months. This book includes several strategies and market timing.At the end of the holding period, evaluate the stocks again to determine whether you want to sell it or keep it longer. Last year, most of the stocks are kept for about a year, so they are qualified for the better tax treatment as long-term capital gains in my taxable account.These stocks should be fundamentally sound (i.e. value stocks). Hence they need at least six months for the market to realize their values. Select the holding period that fits your objective. After six months, the fundamentals of the company, the sector that the company belongs to and/or the market may change. Hence, we need to evaluate and decide the 'buy/hold' decision. Sometimes, you may want to raise cash to buy another stock that has more appreciation potential than a stock you own. Churning the portfolio improves the quality of your portfolio. When the market is going to plunge, do not buy stocks. I have a simple technique to identify market plunges. It depends on stock data, so it will not identify the peaks and the bottoms precisely, but it will spare you for further losses and will instruct you when to reenter the market. It worked for the last two market crashes. It will detect the next crash, and hopefully it will give us enough time to react as the last two.After we have decided that the market is not risky, screen stocks for further evaluation. I use fundamental metrics to screen stocks. Then look for intangibles and do a thorough qualitative analysis on each screened stock. There is no magic formula, but due diligence will pay off in the long run. This book does not promise overnight wealth as promised by many others. This book is intended for a retail investor and I am one myself. It is not written by a journalist who may never make a buck in the market.I have conducted exhaustive simulations to back-test these strategies over the past 12 years. I am not a writer but a retail investor similar to most of my readers. I've been making a comfortable living via my investment ideas that I'm sharing in this book. Last Update: 01/2021. Size: 55 pages (6*9)

This book consists of 12 books written by me. It is a concise edition of "Complete the art of investing". It has more pages than the typical book on investing. This book represents decades of my investing experiences, extensive simulations and summaries of hundreds of books I have read on investing. I also have found that many ideas / strategies are no longer applicable in today's market. I only include those proven techniques that work better in today's stock market. It should make you a better investor from advanced beginners to fund managers alike. This book will not make you wealthy overnight. With proven, step-by-step techniques to time the market, find and evaluate stocks, it is closer to the Holy Grail of investing. The proven adaptive philosophy is using what has worked recently in fundamental metrics and stock searches. I also explain why you need to invest for yourself and why a beginner can beat a fund manager due to their required limitations/restrictions and hefty fees. My article "Amazing Returns" for Seeking Alpha, a popular site for investors, could provide the best performance from the published date to one year later recommending 10 or more stocks. So far, there has been no challenge to my claim. If you do, let me know (pow_tony@yahoo.com). All the concepts and techniques behind this article were presented in this book. This book covers most topics on investing excluding speculative investing such as currency trading and day trading. I would like you to be a turtle investor, but not making millions and losing it all. Size: 340 pages (6*9).Last update: 01/2024.

This book is about how to profit using Buffett's preaching and how to avoid his strategies that are not applicable to the retail investors and today's market.I also introduce Swing Trading and how to profit using this strategy. It copies the value investing concept from Buffett and is updated to today's market for retail investors.Most of my profits in investing are made using the strategy of Swing Trading. Defined by me, Swing Trading is holding the bought stocks for about six months.At the end of the holding period, evaluate the stocks again to determine whether you want to sell it or keep it longer. Last year, most of the stocks are kept for about a year, so they are qualified for the better tax treatment as long-term capital gains in my taxable account.These stocks should be fundamentally sound (i.e. value stocks). Hence they need at least six months for the market to realize their values. Select the holding period that fits your objective. After six months, the fundamentals of the company, the sector that the company belongs to and/or the market may change. Hence, we need to evaluate and decide the 'buy/hold' decision. Sometimes, you may want to raise cash to buy another stock that has more appreciation potential than a stock you own. Churning the portfolio improves the quality of your portfolio. Updated: 01/2021 Size: 125 pages (6*9)

The investor sell shorts a stock because he believes it is going down in price. The broker 'lends' the investor the stock he wants to sell short. The investor pays the broker the necessary fees plus the dividends and interests during the contract. The investor can close (i.e. close the short) the contract with a profit or a loss depending on the closing price (the buy price). When the stock is rising during the contract period, the broker may ask the investor to increase his cash balance to protect the broker's 'loan'. It is similar to buying a stock but in the reversed procedure.This book describes the advantages and also the disadvantages in short selling. There are pitfalls you can avoid and how to protect your trades.Shorting ETFs are less volatile (meaning making less profits or less losses), maximum losses limited to the trade positions, and more diversified. Contra ETFs (same as inverse) has an extra advantage that you can trade in retirement accounts.Shorting stocks is more profitable but far riskier than trading contra ETFs. There are several tools that are free. Fidelity has a powerful tool, but it requires you to register with no balance requirement. Both Finviz.com and Fidelity offer a decent screener. This book provides suggested parameters to screen the candidates for short selling. Most of us only have time for a handful of stocks for further evaluation.Ideally we short sell larger stocks with decent daily volumes and trending down. Do not short the stocks that are trending up even the fundamentals are bad - most FAANG stocks belong to this category in 2020. I tend to skip stocks with high dividends as I have to pay for the dividends.Skip the screened stocks that have high insiders' purchases. Instead of short selling, I have bought these stocks several times and so far the result has been great. Review your short holding periodically. Cover the shorts when an objective or a maximum loss has reached.Unless the market is plunging, short selling should be a small part of your trades. Initial date: 10/2020Last updater: 09/2021.Size: 580 pages (6*9).

There is no model and formula to predict market plunges except my simple chart described in this book. It works for the last two market plunges and hopefully it will work to the next market plunge but it may give us ample of time to prepare as the last two. This new edition includes a technique that does not require charting. The chart depends on the falling stock prices, so it will not detect the bottoms and peaks precisely, but it will prevent further losses and reenter the market for larger gains. The chart is very simple to use and there is nothing to buy or subscribe. We would make far more money when selling at the peak and buying at the bottom. There are some common parameters in the last two market peaks / bottoms. They are all common sense to me. The chart could be the best-kept secret. I guess most folks do not want to share this shocking tool to detect market crashes. I have spent a lot of time looking for hints to detect market plunges. This could help you avoid the next big plunge that could cost you more than 30% of your investment. Market recoveries offer the best opportunity to make big money, and in this book, I describe when and how. Your money to buy this book and the time you invest in reading it could lead to huge gains. Such diligence and effort keeps on rewarding for years to come. I have been a stock investor for over 30 years and a full-time investor for the last seven years with exhaustive stock research and performance improvements. This book is targeted to retail investors and I am one myself. I predict that a secular bull market will be starting as early as 2017 when the two wars will finally be totally over. If the wars do not end as expected, most likely it will still happen before 2020. I have strong arguments for both scenario forecasts. You heard it here first. Market timing is discussed in detail with market cycles, as well as by calendar such as the Presidential Cycle, the strategy 'Sell in May and Go Away', best and worst times to invest, etc. The lessons from my bad experiences could be more valuable than the good ones. I achieved a huge return in 2009 in my largest taxable account and reveal my secrets here. The bottom fishing strategy could be the most profitable during the early market recovery, but we need to discover when exactly that recovery occurs. Size: 160 (6*9) Last Update: 2/2016

After market timing, we start with the basic sections Finding Stocks and Evaluate Stocks. You can select and start with one of the many styles and strategies in Investing such as swing trading and top down strategy. Many tools are described such as ETFs, technical analysis, covered calls and trade plan.Many sections start with "Why with results" to lure you to read more and are followed by "How" and then the theory behind the section.No one including all the Federal Reserve chairmen / chairwomen and all the Nobel-Prize winners in economics can predict market plunges. Many predicted correctly market crashes by pure luck and some even received Nobel Prizes and became famous. The market timer works for at least the last two market plunges and hopefully it will work to the next market plunge. The chart depends on the falling stock prices, so it will not detect the bottoms and peaks precisely, but it will prevent further losses and tell us when to reenter the market for larger gains. The chart is very simple to use and there is nothing to buy or subscribe.Granted that there are no sure-win strategies to make money, I still believe my proven strategies can provide the best guidance. Making serious money takes serious devotion of not only your money, but time and due diligence. In fact, I earn more money now than when I had a steady income. The long-term success depends on hard work and discipline more than luck.My current strategies are more conservative as my lifestyle does not depend on that extra money. However, some strategies are more profitable and riskier than others. Choose the ones that fit your risk tolerance.I have been a stock investor for over 30 years and a full-time investor for the last seven years with exhaustive stock research and performance improvements. This book is intended for a retail investor and I am one myself, not a professional writer who may never make a buck in the market. I use the popular tools / subscription services that are available to retail investors and many are free of charge.Last update: 01/2021. Size: 325 (6*9).

They are risky as many do not have information required by SEC and the major exchanges. They are traded over the counter, OTC. They cannot be shorted (and most likely you do not want to do so even it was allowed). Pier 1, Ford, American Airlines and many others were all penny stocks. Expect one winner for several losers. However, the total profit could outpace the total loss if the strategy is properly implemented. Do not expect to be rich overnight. You can buy 5000 shares at 1 cent each or one share of Apple (in May 2013). When this penny stock moves up to 2 cents, you make 100%. This is not the reason to invest in penny stocks but it shows they're volatile. Here are some good candidates. - Established foreign countries such as Nestle and Sharp. They want to avoid the expensive legal procedures and filing information periodically. - Fallen angels. They are delisted due to low performance and /or the stock price falling below $1. When they work around their problems, the stock prices would appreciate many times. - Companies with new products such as a new technology or a new drug. They are moving up from development to the market phase of the product cycle. They may be acquired by larger companies. Recent examples are the e-cigarette are companies involved with 3D printers. - New companies with quality products and/or technology. - Some could be hidden gems as no analysts follow them. Updated: 10/2021. Size: 85 pages (6*9)

Most likely this book will not make you a billionaire. I'm not a billionaire. If I were one, do you think I have the time to write a book? It is used to catch your attention. The title "How to be a 10 millionaire" does not sound too appealing. When a child wants to be a president, most likely he or she will end up at least a good citizen. Aim high. However, if you're young, 10 million (in 2020's money) is very doable. I separated this book into 4 stages on the road to become a "billionaire". If I had this book or a similar book when I started out, I could have made over 10 million by now. I hope my readers will. When you are a recent college graduate, buy this book and start with Stage 1. It makes the ideal gift to a recent college graduate and s/he will thank you forever. It is truly a gift keeping on gifting. If you have the basic knowledge and time in investing, glance through Stage 1 and 2. Size: 60 pages (6*9).Initial date: 03/2021.Last update: 03/2022.

The definition of swing trading varies from different folks. Basically it is not "Buy and Hold". Most well-known companies have great returns in the first ten years, but not the second ten years. If you follow this strategy, use "Buy but Not Forget". Holding index ETFs is better than "Buy and Hold" as they replace better stocks once or so a year. However, an index ETF may hold too many bubble stocks.We exit the market when the market is plunging and reenter afterwards as indicated by my simple technique. To me, "Buy and Hold" has been dead since 2000 as illustrated by the fewer articles praising it after 2000. The average loss of the last two major market crashes is 45%.Evaluate your requirements, your time available for investing and the size of your portfolio, and then decide which style would fit your requirements.I further subdivide swing trading into long-term (6-12 months), short-term (1-6 months) according to your average holding period. This book describes both strategies. Many tools are common to all the strategies. However, long-term swing stresses more on fundamental metrics than momentum metrics. P/E (Price / Earnings) is a fundamental metric and SMA-20 (Simple Moving Average for the last 20 sessions) is a momentum metric.The following belongs to even shorter terms: Momentum (less than 1 month), Rotation (1 - 2 month), Insider (3 months), Headlines (1 - 3 months), and Day trading (1 day, not discussed in this book). The holding periods are for guidelines only.First do not buy any stocks if the market is risky. Value stocks are important for long-term swing trading.This book is divided into 5 books. The first two (Evaluating Stocks and Technical Analysis) are tools for all strategies. Book 3 describes the common long-term and short-term strategy. Book 4 describes Momentum Strategy (a short-term strategy) while Book 5 describes Sector Rotation (a short-term strategy). Initial date: 02/2020.Last update: 01/2021.Size: 265 pages (6*9).

This book is targeted to beginner investors and/or couch potatoes who do not want to spend a lot of time in managing their investments. With the limitations / restrictions of fund managers, we can beat them.This book helps someone looking for simple but profitable strategies in investing. It only takes about half an hour a month to monitor the market and decide what stocks to buy and sell.This book uses the advanced strategies described in my other books but in very simplified instructions. The trick is to make them easy to use from the research information available to us free of charge.This book consists of 4 sections: Simple Techniques, Finding Stocks, Strategies and Advanced Topics.I start with market timing. You should not buy any stocks when the market is plunging. Actually you should sell most of the stocks you own when the market is plunging. For those who can take more risk, buy contra ETFs betting the market is plunging. I have a simple way to spot market plunges. It is based on charts. However, you can obtain similar info without creating charts and there is nothing to subscribe and buy. Although past performances are not guarantee for the future, following the techniques that work for the last two crashes (as of 6/2017) is better than not using any technique.The chart tells us when to reenter the market for the best opportunity to make money. I did in 2003 and 2009. Corrections provide opportunities to buy stocks. However, you have to prepare for the next correction by accumulating cash in advance and preparing a list of stocks you want to buy and at what prices. If you do not have such a list, just buy one or more ETFs.For starters, just trade ETFs and you can skip the latter chapters in evaluating stocks.In the simplest terms, I discussed how to evaluate stocks fundamentally and technically. Use the research available in the free sites such as Finviz.com. Instead of spending hours in researching one stock, you can do the same in a few minutes as others have researched them for you.Initial Date: 01/2021.Size: 105 pages (6*9).

We can profit from bull, bear and sideways markets with minimal effort and no knowledge in investing. There are many major strategies described in different markets. I define short-term trading (a.k.a. swing trading) into three categories: priced-based strategy, strategy-based strategy and sector rotation. They are all covered in this book. The first two are for beginners. The last one is the main book and it has 14 strategies. It is for advanced beginners and experts and they require more effort and knowledge; they should have more profit potentials but at higher risk.The priced-based strategy is simple to use. First, we need to determine what the current market is. In a bull market, we trade stocks (preferably in the best sectors) that have simple indicators showing the market is trending up or down. In a bear market, we can short stocks, buy puts and/or contra ETFs betting the stock trending down. I started simple techniques that do not need charting as opposed to most other similar books and added more technical indicators. They are all available free from the internet. You should paper trade your strategy and gradually and slowly increase your portfolio size. The price momentum also tells us when the momentum is reversed. We also ignore market timing as it is built-in with the stock price movements. We just follow trends. However, your trades would be more profitable if you follow market timing, which I have a detailed description. When the market rises, most stocks rise too and vice versa.The only trend killer is a sideways market which usually does not fluctuate a lot on price. With the right stops, we could make profits even in this market. Since WW2, the year before the election is profitable as of this writing. Most likely it is profitable for buy SPY (or other market ETFs) when the market YTD return is negative for this year. ". Full detail of sector rotation is described in Book 3. Book 4 described Technical Analysis. Book 5 describes common tools to find and evaluate stocks. Exit most equities in a plunging market and return when the market recovers. For example, we need to know when the trend is reversing and how to protect our profits and minimize our losses. This book is intended for a retail investor and I am one myself. It is not written by a journalist who may never make a buck in the market. I have conducted exhaustive simulations to back-test these strategies over the past 12 years and I have been trading for decades.Initial date: 10/2017Update date: 08/2020Size: 310 pages (6*9)

The investor sell shorts a stock because he believes it is going down in price. The broker 'lends' the investor the stock he wants to sell short. The investor pays the broker the necessary fees plus the dividends and interests during the contract. The investor can close (i.e. close the short) the contract with a profit or a loss depending on the closing price (the buy price). When the stock is rising during the contract period, the broker may ask the investor to increase his cash balance to protect the broker's 'loan'. It is similar to buying a stock but in the reversed procedure.This book describes the advantages and also the disadvantages in short selling. They are pitfalls you can avoid and how to protect your trades.Shorting ETFs are less volatile (meaning making less profits or less losses), maximum losses limited to the trade positions, and more diversified. Contra ETFs (same as inverse) has an extra advantage that you can trade in retirement accounts.Shorting stocks is more profitable but far riskier than trading contra ETFs. There are several tools that are free. Fidelity has a powerful tool, but it requires you to register with no balance requirement. Both Finviz.com and Fidelity offer a decent screener. This book provides suggested parameters to screen the candidates for short selling. Most of us only have time for a handful of stocks for further evaluation.Ideally we short sell larger stocks with decent daily volumes and trending down. Do not short the stocks that are trending up even the fundamentals are bad - most FAANG stocks belong to this category in 2020. I tend to skip stocks with high dividends as I have to pay for the dividends.Skip the screened stocks that have high insiders' purchases. Instead of short selling, I have bought these stocks several times and so far the result has been great.Review your short holding periodically. Cover the shorts when an objective or a maximum loss has reached.Unless the market is plunging, short selling should be a small part of your trades. Size: 40 pages (6*9)Initial date: 10/2020

"Insider trading is legal once the material information has been made public, at which time the insider has no direct advantage over other investors. The SEC, however, still requires all insiders to report all their transactions. So, as insiders have an insight into the workings of their company, it may be wise for an investor to look at these reports to see how insiders are legally trading their stock." My additions to conventional insider trading Hopefully my additions improve the performance of this strategy that has already been proven to work most of the time. I add market timing to Insider Trading. You need to sell most stocks except contra ETFs before or during a market plunge and buy them back as indicated by the chart; I provide a simple marketing technique without charts. Diversify your portfolio. Keep 10 stocks for a portfolio less than a million. Ensure that there are not more than 3 stocks in the same sector. Keep 20 stocks for a portfolio over a million. Too many stocks would require more of your time that would be better spent in evaluating individual stocks. However, keeping too few stocks would impact your portfolio when one stock has a big loss.It is just a recommendation. Vary your holding size and holding period according to your time, your portfolio size and your knowledge in investing. Stick with stocks over $2, average daily volume over 12,000 shares (8,000 for stock prices over $20) and market cap over 200 million.Most big winners usually are in the price range between the $2 and $15 price and market cap between 200 million to 800 million. They represent the stocks that institutional investors are ignoring due to their restrictions. This is just a general guideline and there are always exceptions. Change them according to your requirements. I prefer to skip stocks from most emerging countries, especially the smaller companies, as I do not trust their financial statements. Ignore the subscription services or books claiming they are making over 30% consistently. Some even have examples of making 5,000%. Most likely they tell you their winners but not their losers. It is easy to pick up winners that fit their strategies, but they do not tell you the real performance.Check whether their portfolio uses cash, as it cannot be manipulated such as using the best prices of the day to trade. I bet that most portfolios consistently making over 30% are not real. Alternatively, they have 10 portfolios, and they only show you the one that makes a good profit. When they back test their strategies, they cheat their performances with survivor bias (i.e. those bankrupt stocks are not in the historical database). If their returns are that great, do you think they will share their secrets with you? Many made a great fortune, but lost it all on a bad bet. So, the turtle investors who make small profits consistently fare far better than making millions in a year and losing it all in the next year. Market timing and diversifying our portfolio are our tools and they will beat the market in the long run. Size: 75 pages (6*9).Last update: 04/2022

There are many useful investment advices described in this book and they are important to a retail investor. It includes newsletters / subscriptions, hedge funds, modern portfolio theory and many common tools. Last Update: 11/2016. Size: 85 pages (6*9)

This book will answer some of the questions with regard to trading stocks. They are but not limited to: The fair price of your trade.Protect your profits.Make extra money with covered calls.Diversify your portfolio.Bonds.Taxes.Trade plan.Last Update: 04/2022. Size: 90 pages (6*9)

This book is targeted to retirees, conservative investors and/or couch potatoes who do not want to spend a lot of time in managing their investments.This book helps someone looking for simple but profitable strategies in investing. It only takes about half an hour a month to monitor the market and decide what stocks to buy and sell.We can reduce risk in investing by: -Market Timing via simple technical indicators that are readily available free and simple to use. We do not want to invest when the market is plunging. As of 2014, we have two market plunges with an average loss of about 45% since 2000.-Market Timing for stocks and sectors.-Select best fundamental and technical stocks to buy.-Select safer sectors.-Diversify via stocks in different sectors and ETFs.-Produce income via dividends and covered calls.-A profitable and safe strategy.-Avoid pitfalls and common mistakes. Also monitor our performances and identify mistakes.-Write and stick with a customized trade plan to make investing a discipline and reduce emotion interference.This book uses the advanced strategies described in my other books but in very simplified instructions. This book is similar with my other book "Conservative Investing". It has specific chapters for retirees and the two books will have different contents.This book concentrates in investing. There is a specific chapter for handling financial topics for retirees. There are many books in the book at very low cost. Most likely their hidden agenda is to sell you other products /services for retirees such as estate plans, financial services and reversed mortgage. Some even offer free meals in expensive restaurants. Size: 210 pages (6*9)Initial date: 08/2020

This book includes articles for beginner investors and advanced beginners selected from my book "The art of investing 2nd Edition". This book represents decades of my investing experiences, extensive simulations and summaries of hundreds of books I have read on investing. I also have found that many ideas / strategies are no longer applicable in today's market. Hence, I only include those proven techniques that work better in today's stock market and/or available today. This book should make you a better investor. With proven, step-by-step techniques to time the market, find and evaluate stocks, it is closer to the Holy Grail of investing for beginners. "Simple Techniques" describes the advanced features of this book in the simplest and the least time-consuming techniques. Even advanced users could find some shortcuts. Most of the tools are free from the web sites described. I recommend the reader to read the first part of the book first, and the second part (the enhanced edition) will be used for future reference. This enhanced edition is about 4 times the size of the original book. It will be handy when the reader is ready to further educate his/her skills in investing. Last update: 04/2022.Size: 255 pages (6*9).

The following few books (super sections) describe different strategies or styles of investing such as Swing Trading, Sector Rotation, Insider Trading, Penny Stocks, Micro Cap, Momentum Investing and Dividend Investing. I included many other miscellaneous strategies. It is not possible for one individual to specialize in all the styles described above. Typically I read two books (minimum) on each of the strategies. I include their ideas and my ideas in this book. All these books share many common topics such as market timing and evaluating stocks. These topics have been described elsewhere in this book, so they will not be duplicated here. You may want to paper test each strategy. Select the one that is favorable to the current market (i.e., it performs best in the last three months). In addition, it has to fit your risk tolerance and your own requirements. In addition, different phases of the market cycle favor specific sectors and investing styles. For example, market bottom favors value stocks while the Up phase (defined by me) of a market cycle favors growth stocks. The article "Dividend better?" in Book 5 serves as a procedure to evaluate a strategy with a historical database. There are two ways to test some strategies such as "Side way strategy" and its opposite strategy "Momentum" without a historical database: Load the historical price data of SPY for example from Yahoo!Finance to a spreadsheet.Many charts provide historical data base right on the charts. However, typically they do not provide most fundamental metrics such as Debt/Equity.Update the stock prices for your strategy weekly or monthly - it will take time to collect all the data. Hence, you cannot draw your conclusions readily as the last two described.To start, I recommend Long-Term Swing trading. Find sound fundamental stocks. Evaluate them every 6 months and sell them if their fundamentals deteriorate. Briefly I outline some of the shortcomings of the following strategies first as they all have the strengths in certain market conditions.Sector Rotation. Be prepared to spend more time and paper test it. Also sector can reverse direction.Insider Trading. Do not treat it as a value play (i.e., do not depend on fundamentals). Sometimes the insiders are wrong.Penny and Micro Cap. I prefer micro-cap stocks over the risky penny stocks. Ensure the volume is at least 10 times larger than your potential buy position.Momentum. Do not hold the momentum stocks too long as momentum could reverse very fast.Dividend. Do not buy a stock solely on the dividend yield. Today it is very popular and profitable when the bond yield is low. Watch out for the changing interest rate.The returns of each strategy serve as guideline only due to my limited data and the specific parameters I use in screening and evaluating stocks. When you're making money in one strategy, stick with it until the performance deteriorates. When you lose money in one strategy, find out why and return to paper testing at least for a while. Last update: 04/2022Size: 150 pages (6*9)

This book describes how to spot market plunges, select sectors and stocks via Technical Analysis. Technical analysis (TA) is the analysis of the price movements and the short-term trend and possible reversal, while fundamental analysis focuses on metrics such as price/earnings ratio and debts. Traders use TA a lot and can profit by shorting stocks. Investors can use them to find the entry points and exits points and some investors only buys stocks with positive long-term trend (using SMA-200%). Many times stock analysis based on fundamentals fail when the evaluation is solely based on fundamentals. Technical Analysis (TA) has the following characteristics: - Most of the time, TA is profitable in the short term (less than 3 months). The weather man is more accurate in tomorrow's weather rather than a month away. TA can also signal the reversals. - It is too many signals if you have more than three TA parameters. To start, use SMA (Simple Moving Average) and RSI(14); both are available from Finviz.com without charting. - You can combine TA with fundamentals such as a rising SMA50 with increasing Insider Purchases. For market timing, TA is a huge part, but many fundamentals should be considered too. Technical analysis wins for the following reasons: - Information such as a new product or a major lawsuit pending is not reflected timely in fundamentals, but rather in technical analysis. It gives us guidance in understanding the trend of a stock or even the entire market. - Most TAs are based on accumulated data. For example, if RSI(14) is greater than 65, most likely this stock is overbought. If there is no reason for this condition, you may consider to sell it. - When too many investors follow TA, it would become self-prophecy. - Do not act against the trend. The fundamentalist may buy a stock when it loses 50%, the TA investor most likely will not buy it. Many times the losing stocks will lose again 25% or so. The TA investor most likely buys it on the way up. Size: 50 pages (6*9) Last update: 05/2022

You need a trading system (same as strategy) to make money for trading for a few stocks or hundreds of stocks a year. It will give you rules to enter a trade and to close a trade. In addition, it gives you suggestions to monitor your trades and how to protect your portfolio. The trading system can be tailored to your requirements and objectives. This book concentrates on using Technical Analysis. Size: 60 pages (6*9).Last update: 04/2022

Enter the fundamental metric information such as P/E for any 100 stocks into a scoring system. If the top 25% of the stocks perform a lot better than the rest in 6 months consistently, then it is a good scoring system.I have been using my own scoring system for years. It sums up the individual scores for selected fundamental metrics. When the total score passes a set number, I evaluate the stocks further for potential purchase. This scoring system has been updated many times for refinements and adapting to the changing market conditions. All basic metric information can be obtained from free web sites.Many companies and academic projects must have worked on this kind of stock scoring systems. However, few if any can prove their systems work consistently.I may have found the reason why it does not work consistently. The fundamental metrics change when market conditions change. To illustrate, the current market conditions may favor value stocks while some other conditions favor growth stocks. I monitor the performances of all the fundamental metrics periodically and make changes accordingly. Hence, I call my scoring system Adaptive Stock Scoring System (do not use the acronym).Adaptive Stock Scoring System is a sample scoring system. Don't be fooled by how it is so simple to use. It is backed up by years of data from real-life trades and refinements. The recent tweaking adapts the system to current market conditions. The data can be obtained from many sources. The rest of the book contains background information. In writing this book, I switched from IBM to Apple as the sole example in this book as IBM scored very low. Apple scored very high. This book was published in 06/2013. The performances of the two stocks from 06/03/2013 to 06/03/2014: IBM -14% and Apple 41% (vs. SPY's 17%).Last Update: 01/2021. Size: 215 pages (6*9).

This book is targeted to beginner investors and/or couch potatoes who do not want to spend a lot of time in managing their investments.This book helps someone looking for simple but profitable strategies in investing. It only takes about half an hour a month to monitor the market and decide what stocks to buy and sell. For those who do not want to spend time in researching stocks, just trade ETFs.This book uses the advanced strategies described in my other books but in very simplified instructions. The trick is to make them easy to use from the research information available to us free of charge.I start with "The Power of Market Timing" to indicate its importance. You time the market and trade ETFs to reap the profit. The second article "Beat S&P500 by 100%" describes how and why fundamental analysis works.For starters, just trade ETFs and you can skip the latter chapters in evaluating stocks.In the simplest terms, I discussed how to evaluate stocks fundamentally and technically. Use the research available in the free sites such as Finviz.com. Instead of spending hours in researching one stock, you can do the same in a few minutes as others have researched them for you.Updated: 01/2021. Size: 75 (6*9).

There are about 4,000 of stocks (about 30,000 if you include smaller stocks and stocks on foreign exchanges). How can you find the winners? Screening stocks can give you a manageable list of candidates worth your further evaluation. You can use one of the simple screens that are available to you free from many web sites such as Finviz.com and the one from your broker to find a handful of stocks. The filter criteria could be "P/E It is more complicated than that. Otherwise there will be no poor folks. However, most screened stocks should be evaluated. Among the 50 or so screens, there is only one evergreen screen that gives consistent stocks that perform. Some screens work better than others in different phases of the market cycle and/or different market conditions such as during the end of year. You need to use different screens for different purposes. For example, stress on value parameters such as "P/E" for value stocks that have to be held for a longer time than momentum stocks. Last update: 09/2021Size: 55 pages (6*9).