The WorldlyInvestor Guide to Beating the

Ten proven strategies for market-beating returns from the leading online source of financial analysis and insight Learn how to make smarter and more profitable investment decisions from The worldlyinvestor.com Guide to Beating the Market. With today's advances in the Internet and the steadily decreasing costs of trading, it might actually be easier for the individual investor to outperform seasoned investment pros at their own game. But, with the huge number of investment choices and all the conflicting advice out there, where should the small investor turn? This book offers ten simple, highly effective strategies to beat the market and the professionals. The Guide shows you: o Why a "buy-and-hold" mutual fund strategy may only benefit fund operators o New ways to trade value, growth, and momentum stocks o A simple mutual fund trading strategy that has earned 15% per year with minuscule risk o How to trade exchange traded funds for maximum profit

BEN WARWICK is the Market View columnist for worldlyinvestor.com and Chief Investment Officer of Sovereign Wealth Management, Inc., a registered investment advisor that employs sophisticated wealth management strategies on behalf of institutional and high-net-worth families throughout the United States. His previous books include Searching for Alpha: The Quest for Exceptional Investment Performance (Wiley 2000); The Futures Game; The Handbook of Managed Futures; and Event Trading. Mr. Warwick received his BS degree in Chemical Engineering from the University of Florida and his MBA from the University of North Carolina.<BR>

Introduction The Individual Investor of the Next Millennium

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Access to market information has increased, while commission rates have dramatically decreased. The result? Now more than ever, the line that separates the private investor from the market professional is blurring. Why managing your own money---and beating the market---is more feasible than ever

Part One: Strategies for Individual Stocks

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Momentum Stocks for the Short Run

17

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Momentum-based stock selection has been a hot topic since the bull market started its run in 1983. But almost three-quarters of individual stock traders who utilize this strategy lose money. The value of learning---and earning---from the mistakes of others

A New Paradigm for Growth Stocks

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The returns of technology and Internet stocks far outpaced the S&P 500 index during the 1990s. But as both amateur and professional investors can attest, the old-school method of picking tech stocks simply does not work any longer. The stock screening tools and information found on the worldlyinvestor.com web site will greatly simplify the task of finding the next Dell Computer or America Online

Uncovering the Value in Value Stocks

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A mountain of evidence suggests that, over the long run, investing in value stocks is a superior strategy. So why have these issues underperformed virtually every market index for the past five years? A new way to look at the value investing concept

Distressed Stocks, the Dregs of the Market

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Distressed companies---those so far gone that virtually no one will touch them---can transform an amateur stock picker into a well-known market pundit. But how do you separate the wheat from the chaff? This simple stock-screening method will give you a leg up on the competition

Part Two: Index Trading with Exchange-Traded Funds and Mutual Funds

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Exchange-Traded Funds---The Next Generation of Indexed Investing

111

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Due to the tendency of macroeconomic data to trend, it is often easier to trade broad market indexes rather than individual stocks. Here's how to cash in

Trading ETFs with Publicly Available Information

133

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These simple strategies will show the enormous profit potential of trading with government reports and stockspecific information

Exploiting Calendar Effects with Exchange-Traded Funds

151

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Stock prices have a well-known tendency to rise around holidays, at the end of the month, and at the end of the year. These simple strategies will show how to take advantage of these market tendencies---and when to sit on the sidelines

The Strategy Your Mutual Fund Manager Doesn't Want You to Know About

169

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The massive inflows and outflows into mutual funds can cause considerable share mispricing. These simple strategies allow investors to transform these pricing anomalies into hard cash

Part Three: Topics for Online Investors

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Using the Internet to Beat the S&P 500 Index

185

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By using a myriad of free Internet sites, individual investors can easily construct a portfolio that will beat the majority of index funds---and with less cost and few tax consequences. Here's how

Three Rules for Investment Success

201

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These three simple rules will show how to maximize wealth creation while minimizing the chances for an investment disaster

The WorldlyInvestor Guide to Selecting Mutual Funds

211

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Many of the currently available mutual fund ratings systems do a great job of showing investors which funds have done well in the past. The WorldlyInvestor fund screen focuses on those funds that have marketbeating potential in the future

Market Timing Strategies with Mutual Funds and Exchange-Traded Funds

237

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Sector rotation strategies have posted enviable results over the past few years. Here's the inside scoop on one of the hottest investment styles around

Bibliography

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Additional Recommended Reading

257

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Glossary

263

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Index

269

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The WorldlyInvestor Guide to Beating the Market Beat the Pros at Their Own Game

Summary

Author Biography

Table of Contents

Supplemental Materials