Appendix 1 – All my books
·
Complete the Art of Investing (highly recommended combining most of my
books on investing). The Kindle version has over 850 pages (6*9).
·
Sector Rotation: 21 Strategies (highly
recommended) has more
specific chapters on the topic and shares many articles with “Complete the art
of investing”.
·
Best stocks for 2020. Best stocks from the recovery of the pandemic. Not a promise: “Best stocks for
2021” available on Dec. 15, 2020 with end-of-year recommendations and another
version on June 15, 2021 with mid-year recommendations.
·
China: Trade War &
Pandemic (highly
recommended). Rising China, Falling U.S.A combines the best of many
articles from my books on politics. Fall of an Empire: U.S.A. A Nation of No Losers. Can China Say No. Global Economies. Trade War with China. Pandemic.
·
The following
books are in a series: Finding Profitable Stocks, Market Timing and Scoring Stocks. Alternate book Using Fidelity.com.
·
Books on
strategies: “Profit from
bull, bear and sideways markets” (Rotation + Momentum + ETF Rotation + trend
following), Swing
(Rotation + Momentum), ETF Rotation for Couch Potatoes, Momentum, SuperStocks, Dividend, Penny &
Micro Stock, and Retiree.
·
Books for advance
beginners: Introduce (highly recommended), Billionaire (perfect gift for recent college graduates and they
will thank you when they become millionaires), Investing for Beginners, Beat Fund Managers, Profit via ETFs, Buffett, Ideas, Conservative and Top-Down.
·
Miscellaneous: Lessons in Investing. Investing Strategies. Buy Low and Sell High. Buy High and sell Higher. Buffettology. Technical
Analysis. Trading Stocks.
·
Concise Editions
and Introduction Editions are available at very low prices and are competitive
with books of similar sizes (50 pages) and prices ($3 range).
Most books
have paperbacks. Links and offers are subject to change without notice.
Appendix 2 – Complete the Art of Investing
Instead of buying 16 books, why
not buy one book (Complete the Art of Investing)
consisting of 16 books? Besides saving money and your digital shelve space, it
gives you quick reference and concentration on the topic you’re currently
interested in. It covers most investing topics in investing excluding
speculative investing such as currency trading and day trading.
The Kindle version has about 850
pages (6*9), about the size of three books of average size. With the cost of
$10 and at least 850 investing ideas, it is about one cent per idea. Most other
books have only a few ideas in the entire book.
The 16 books
This book “Complete Art of
Investing” is divided into 16 books as follows. Click for the link to the book
described in Amazon.com. I squeezed more than 3,000 pages into 850 pages by
eliminating duplicated information such as evaluating stocks.
|
Book
No.
|
Amazon.com
|
|
1
|
|
|
2
|
|
|
3
|
|
|
4
|
|
|
5
|
|
|
6
|
|
|
7
|
|
|
8
|
|
|
9
|
|
|
10
|
|
|
11
|
|
|
12
|
|
|
13
|
|
|
14
|
|
|
15
|
|
|
16
|
The book links are subject to
change without notice.
“How to be a billionaire” is for beginners and couch potatoes, who can use the advanced
features of this book in the simplest and less time-consuming techniques. Most
advance users can skip this section unless they want to use some of the short
cuts described.
We start with
the basic books Finding Stocks, Evaluate Stocks, Trading Stocks and Market
Timing. 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 in other books such
as ETFs, technical analysis, covered calls and trading plan.
Many books
start with “Why” to lure you to read more and are followed by “How” and then
the theory behind the book.
If the book
you’re reading is beneficial to you, imagine how it would with 850 pages.
#
Most readers’ comments are on “Debunk the Myths in Investing”,
which this book is originally based on. As of 2018, I did not know any of the commentators
on my books.
“I skipped ahead to his chapter book 14 (of “Complete the
Art of Investing”), Investment Advice just to get a feel of his writing style.
His research is phenomenal and doesn't overwhelm with big words or catchy
"sales-like" tactics.
I truly believe this ordinary man, Mr. Tony Pow, has a gift of explaining his experience as an investor without the bull crap of trying to make you buy his stuff. He seemingly just wants to share his knowledge, tips, and clarity of definitions for the kind of folks like me who want to understand something FIRST before jumping in with emotions of trying to make a boat load of money. I like the technical analysis side he brings.
Mr. Tony Pow talks about hidden gems in his book; well....quite frankly, he is a hidden gem. Thank you and I will also post my comments about this author to my Facebook page!” – JB, Jan. 2016 on this book.
I truly believe this ordinary man, Mr. Tony Pow, has a gift of explaining his experience as an investor without the bull crap of trying to make you buy his stuff. He seemingly just wants to share his knowledge, tips, and clarity of definitions for the kind of folks like me who want to understand something FIRST before jumping in with emotions of trying to make a boat load of money. I like the technical analysis side he brings.
Mr. Tony Pow talks about hidden gems in his book; well....quite frankly, he is a hidden gem. Thank you and I will also post my comments about this author to my Facebook page!” – JB, Jan. 2016 on this book.
“Excellent book, recommend to all
investors… great knowledge. It has
fine-tuned my investing strategies… Your book is hard to set aside, as I read
it all the time learning good techniques and analysis of stocks, ETF... Since I
purchased your book in March, I have underlined, highlighted and placed tabs on
top of pages for quick reference.” – Aileron on this book, July, 2016.
“Tony, I just finished reading your 2nd edition. It’s
my pleasure to report that I found it most interesting. You’re welcome to
use this blurb if you like:
Debunk the Myths in Investing is an all-encompassing look at
not only the most salient factors influencing markets and investors, but also a
from-the-trenches look at many of the misconceptions and mistakes too many
investors make. Reading this book may save not only time and aggravation
but money as well!”
Joseph
Shaefer, CEO, Stanford Wealth Management LLC. 11/2013.
“Tony, Great work!” from James and Chris, who
are portfolio managers.
“'Debunk the Myths in Investing'
is a comprehensive book on investing that deals with many aspects of this tense
profession in which with a lot of knowledge and a bit of luck (or vice versa)
one can greatly benefit…
Therefore 'Debunk the Myths in Investing' is an interesting book that on its 500 pages offer a lot of knowledge related to investing world and many practical advice, so I can recommend its reading if you're interested in this topic.”
Therefore 'Debunk the Myths in Investing' is an interesting book that on its 500 pages offer a lot of knowledge related to investing world and many practical advice, so I can recommend its reading if you're interested in this topic.”
- Denis Vukosav, Top
500 Reviewers at Amazon.com.
“490 pages (Debunk) of a genius's
ranting and hypothesis with various theories throughout, written
light-heartedly with ample doses of humor…Yes, the myth of not being able to
profitably time the market is BUSTED…
One might ask... Why is he giving away the results of his hard-earned research for only $20? He states that his children are not interested in investing and wants to share his efforts with the world.” - Abe Agoda.
One might ask... Why is he giving away the results of his hard-earned research for only $20? He states that his children are not interested in investing and wants to share his efforts with the world.” - Abe Agoda.
“Excellent book, recommend to all
investors… great knowledge. It has
fine-tuned my investing strategies… Your book is hard to set aside, as I read
it all the time learning good techniques and analysis of stocks, ETF... Since I
purchased your book in March, I have underlined, highlighted and placed tabs on
top of pages for quick reference.” - Aileron, July, 2016 on this book.
“Great stuff, Tony.
It's great to meet experienced traders such as yourself. I had a browse through
the book and think your method is a little more refined than mine.”
“Your strategy is very rules based and solid. I sometimes
envy people who have developed something like this.”
Making 50% in one month
I claim to have the best
one-month performance ever for recommending 8 or more stocks without using
options and leverage. My following return is 57% in a month or 621% annualized.
They are slightly different as I calculated the average from the averages of
three different accounts. The average buy date is 12/26/18 and the “current
date” is 01/28/19.
The performance may not be
repeated. I will use the same screen for the coming years and even the expected
10% (or 120% annualized) is very good.
I used the same screen for
searching stock candidates. I spent a total of about 20 hours from Dec. 15,
2018 to Jan. 5, 2019.
|
Stock
|
Buy Price
|
Sold or Current Price
|
Buy date
|
Sold or Current date
|
Profit %
|
Profit % Ann.
|
Status
|
|
CHK
|
2.13
|
2.99
|
01/03/09
|
01/18/19
|
40%
|
982%
|
Sold
|
|
MNK
|
16.41
|
21.45
|
01/03/19
|
01/25/19
|
31%
|
510%
|
Sold
|
|
MNK
|
16.43
|
21.45
|
01/03/19
|
01/25/19
|
31%
|
507%
|
Sold
|
|
NNBR
|
5.68
|
8.58
|
12/26/18
|
01/28/19
|
51%
|
565%
|
|
|
NNBR
|
5.72
|
8.58
|
12/26/18
|
01/28/19
|
66%
|
727%
|
|
|
ESTE
|
4.35
|
6.45
|
12/26/18
|
01/18/19
|
48%
|
766%
|
Sold
|
|
LCI
|
4.61
|
8.29
|
12/21/18
|
01/28/19
|
80%
|
767%
|
|
|
MDR
|
8.01
|
9.13
|
01/08/19
|
01/28/19
|
14%
|
255%
|
|
|
YRCW
|
3.29
|
5.78
|
12/21/18
|
01/28/19
|
76%
|
727%
|
|
|
YRCW
|
3.26
|
5.78
|
12/21/18
|
01/28/19
|
77%
|
742%
|
|
|
ASRT
|
3.56
|
4.18
|
12/26/18
|
01/28/19
|
17%
|
193%
|
|
|
UTCC
|
7.13
|
11.00
|
12/26/18
|
01/28/19
|
54%
|
600%
|
|
|
YRCW
|
2.92
|
5.78
|
12/26/18
|
01/28/19
|
98%
|
1083%
|
|
Best one-year return
I claim to have the
best-performed article
in Seeking Alpha history, an investing site, for recommending 15 or more
stocks in one year after the publish date without using options and leverage.
Sector Rotation: 21 Strategies
·
On 5/26/2020, I searched for “Sector Rotation”
under Amazon’s Book. They are listed in the same order except my book Sector
Rotation: 21 Strategies.
|
Book
|
Date
|
Size1
|
Kindle $1
|
Hard $
|
|
Sector
Rotation: 21 Strategies
|
05/2020
|
425
|
$9.95
|
$24.95
|
|
Super
Sectors
|
09/2010
|
289
|
$26.39
|
$49.95
|
|
Dual
Momentum Investing
|
11/2014
|
240
|
$40.40
|
$42.20
|
|
Sector
Investing
|
05/1996
|
260
|
|
$29.94
|
|
Sector
Trading Strategies
|
08/2007
|
164
|
$26.39
|
$16.66
|
|
The Sector
Strategist
|
03/2012
|
225
|
$26.39
|
$44.96
|
|
ETF Rotation
|
10/2012
|
125
|
$9.95
|
$14.99
|
|
Optimal…
Sector Rotation
|
07/2015
|
80
|
|
$44.07
|
|
|
|
|
|
|
1 From Amazon on size and prices as of
5/25/2020.
My book won in all categories except the
price for hard copy in one. However, my book won as the lowest cost per page by
a wide margin. In addition, as of 5/2020 I bet that no author besides me made
over 4 times using sector rotation starting the amount more than his yearly
salary then.
·
I have 21
strategies in sector rotation while most books have only one. It ranges from simple rotation of a
stock ETF and cash for beginners to many advanced strategies for experts. Most
other books have one or two strategies.
·
Andrew, a contributor on Sector Rotation article
at Seeking Alpha, said, “Great stuff, Tony. It's great to meet experienced
traders such as yourself. I had a browse through the book and think your method
is a little more refined than mine.”
·
Do not be fooled by past performances. Just
check the recent performance of the top 50 stocks selected by IBD in the last
five years. The mediocre result (hopefully it will change) could be due to too
many followers and/or there is no evergreen strategy. I seldom heard the
fantastic results from the followers of O’Neil, our greatest chartist. The
adaptive strategy of this book shows you how to select the most profitable
strategy for the current market.
·
I switched most (if not all) my sector funds in
April, 2000 from technology sectors to traditional sectors (better to money
market fund). We can reduce losses by spotting market plunges and the sector
trend.
My motivation to write this book is sharing
my experiences, both bad and good. I provide simple-to-follow techniques using
the free (or low-cost) resources available to us. I have been successful in
investing for decades. I am enjoying a comfortable financial life. I do not
hold back my ‘secrets’ as my children are not interested in investing. If you are
looking how to make 100% return overnight, there are many other books claiming
to do so and this book is not for you. This book describes how to be a ‘turtle’
investor making fortune gradually and surely. Be warned that many books written
by authors who have never make money in the stock market.
Appendix 3 - Our window to the investing world
The paperback version of this chapter can be found in the
following link.
·
General
Wikipedia / Investopedia
/Yahoo!Finance / MarketWatch / Cnnfn / Morningstar /CNBC / Bloomberg / WSJ / Barron’s
/ Motley Fool
/ TheStreet
·
Evaluate
stocks
Finviz / SeekingAlpha / MSN Money / Zacks / Daily Finance
/ ADR / Fidelity / BlueChipGrowth
/ Earnings
Impact / OpenInsider / NYSE / NASDAQ / SEC / SEC for 10K and 10Q (quarterly)
reports required to file for listed stocks in major exchanges.
·
Charts
·
Screens
·
Besides
stocks
·
Vendors
·
Economy.
·
Misc.
Appendix 4 - ETFs / Mutual Funds
What
is an ETF
List
of ETFs
Fidelity’s commission-free
ETFs. Check
current offerings and whether they are still commission-free.
Other
resources
Your broker should have a lot of information
on ETFs and many offer commission-free ETFs.
Most subscription services offer research on
ETFs. IBD has a strategy
dedicated to ETFs and so does AAII to name a couple.
Seeking Alpha has extensive resources for ETF
including an ETF screener and investing ideas.
Not
all ETFs are created equal
Check their performances and their expenses.
Small
but well-performing ETFs
Guggenheim Spin-Off ETF (CSD)
looks interesting. The ETF tracks corporate spinoffs. It has beaten SPY for a
long time; check the current performance. Not a recommendation.
When
not to use ETFs
I prefer sector mutual funds in some industries
but you need to do extensive research. They are drug industry, banks, miners
and insurers.
Half
ETF
Taking out half of the stocks that score
below the average in an index ETF could beat the same full ETF itself. I call
it HETF (half the ETF). You heard it here first.
To illustrate, sort the expected P/E (not
including stocks with negative earnings) in ascending order and only include
the stocks on the first half. Add more fundamental metrics. It will take a few
minutes.
Disadvantages
of ETFs
·
When you have two stocks in a sector ETF one
good one and one bad one, the ETF treats them the same. Stock pickers would buy
the one that has a better appreciation potential.
·
The return is better than the actual return due
to stock rotation. To illustrate this, on August 29, 2012, SHLD was replaced by
LYB in a sector fund. SHLD was down by 4% and LYB was up by 4% primarily due to
the switch. Unless you sell and buy at the right time (which is impossible),
your return would not match the ETF’s returns due to the replacement.
·
Ensure the performance matches the corresponding
index, but will most likely not include dividends.
Advantages
of ETFs
·
We have demonstrated that you can beat the
market by using market timing. Between 2000 and Nov., 2013, you only exit and
reenter the market 3 times and the result is astonishing.
·
It is easy to rotate a sector vs. buying/selling
all of the stocks in this sector. It makes sector rotation the same as trading
a stock.
·
The risk is spread out and your portfolio is
diversified especially for a market ETF or buying three or more ETFs in
different sectors.
·
Eliminate the time in researching stocks.
Leveraged
ETFs
I do not recommend them. Some are 2x, 3x and
even higher. They’re too risky. However, when you are very sure or your tested
strategy has very low drawdown, you may want to use them to improve
performance. I recommend skipping all leveraged ETFs.
My
basic ETF tables
I use a list of selected ETFs and
commission-free (check the details) ETFs from Fidelity for my purpose. I
include some mutual funds in Fidelity’s annuity. Some of these may be
interesting to you. I use ETFs for
sector rotation and parking my cash when the market is favorable and I do not
have stocks that I want to buy.
ETFs and funds come and go. Some ideas and
classifications are my own interpretation.
Table by market cap:
|
Category
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
Contra
ETF
|
|
Size:
|
|
|
|
|
|
|
Large Cap
|
DIA
|
|
See Blend
|
|
DOG
|
|
|
SPY
|
|
|
|
SH
|
|
|
QQQ
|
ONEQ
|
|
|
PSQ
|
|
|
RYH
|
|
|
|
|
|
Blend
|
IWD
|
IVV
|
BEQGX
|
|
|
|
Growth
|
SPYG
|
IVW
|
FBGRX
|
|
|
|
Value
|
SPYV
|
|
DOGGX
|
|
|
|
Dividend
|
NOBL
|
DVY
|
FRDPX
|
|
|
|
|
VYM
|
|
|
|
|
|
|
|
|
|
|
|
|
Mid Cap
|
|
|
|
FNBSC
|
MYY
|
|
Blend
|
MDY
|
JJH
|
VSEQX
|
|
|
|
Growth
|
|
IJK
|
STDIX
|
|
|
|
|
|
|
BPTRX
|
|
|
|
Value
|
|
IJJ
|
FSMVX
|
|
|
|
|
|
|
|
|
|
|
Small Cap
|
|
|
|
FPRGC
|
SBB
|
|
Blend
|
IWM
|
IJR
|
HDPSX
|
|
|
|
Growth
|
|
IJT
|
PRDSX
|
|
|
|
Value
|
|
IJS
|
SKSEX
|
|
|
|
|
|
|
|
|
|
|
Micro
|
IWC
|
|
|
|
|
|
|
|
|
|
|
|
|
Multi
|
|
|
|
|
|
|
Blend
|
|
|
VDEOX
|
|
|
|
Growth
|
|
|
VHCOX
|
|
|
|
Value
|
|
|
TCLCX
|
|
|
|
|
|
|
|
|
|
|
Bond
|
|
|
|
|
|
|
Long Term
(20)
|
VLV
|
|
BTTTX
|
|
TBF
|
|
Mid Term
(7 – 10)
|
VCIT
|
|
FSTGX
|
|
|
|
Short Term
(1 – 3 yrs.)
|
VCSH
|
|
THOPX
|
|
|
|
Total
|
BOND
|
|
PONDX
|
|
|
|
Corp
Invest Grade
|
VCIT
|
|
NTHEX
|
|
|
|
High Yield
(junk)
|
PHB
|
|
SPHIX
|
|
|
|
Muni
|
MUB
|
|
Check state
|
|
|
Table by
sectors:
|
Sector
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
|
Banking1
|
|
|
FSRBK
|
|
|
Regional
|
IAT
|
|
|
|
|
Bio Tech
|
IBB
|
|
FBIOX
|
|
|
|
XBI
|
|
Large
|
|
|
Consumer Dis.
|
XLY
|
FDIS
|
FSCPX
|
FVHAC
|
|
Consumer
Staple
|
XLP
|
FSTA
|
FDFAX
|
FCSAC
|
|
|
|
|
|
|
|
Finance
|
KIE
|
FNCL
|
FIDSX
|
FONNC
|
|
|
IYF
|
|
|
|
|
Energy
|
XLE
|
FENY
|
FSENX
|
FJLLC
|
|
Energy Service
|
|
|
FSESX
|
|
|
Gold
|
GLD
|
|
FSAGX
|
|
|
Gold Miner
|
GDX
|
|
VGPMX
|
|
|
Health Care
|
IYH
|
FHLC
|
FSPHX
|
FPDRC
|
|
|
VHT
|
|
VGHCX
|
|
|
House Builder
|
ITB
|
|
FSHOX
|
|
|
|
ITB
|
|
Perform
|
|
|
Industrial
|
IYJ
|
FIDU
|
FCYIX
|
FBALC
|
|
|
|
|
|
|
|
Material
|
VAW
|
FMAT
|
FSDPX
|
|
|
|
IYM
|
|
|
|
|
|
|
|
|
|
|
Oil
|
USO
|
|
|
|
|
Oil Service
|
OIH
|
|
FSESX
|
|
|
Oil
Exploration
|
XOP
|
|
|
|
|
Real Estate
|
VNQ
|
|
FRIFX
|
FFWLC
|
|
REIT
|
VNQ
|
|
|
|
|
|
|
|
|
|
|
Retail
|
RTH
|
|
FSRPX
|
|
|
|
XRT
|
|
|
|
|
Regional bank
|
KRE
|
|
FSRBX
|
|
|
Semi Conduct
|
SMH
|
|
|
|
|
Software
|
XSW
|
|
FSCSX
|
|
|
|
IGV
|
|
|
|
|
Technology
|
XLK
|
FTEC
|
FSPTX
|
FYENC
|
|
|
FDN
|
|
FBSOX
|
|
|
Telecomm.
|
VOX
|
FCOM
|
FSTCX
|
FVTAC
|
|
Transport
|
XTN
|
|
|
|
|
|
IYT
|
|
|
|
|
Utilities
|
XLU
|
FUTY
|
FSUTX
|
FKMSC
|
|
Wireless
|
|
|
FWRLX
|
|
Table by
countries outside the USA:
|
Country
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
|
Australia
|
EWA
|
|
|
|
|
Brazil
|
EWZ
|
|
|
|
|
Canada
|
EWC
|
|
FICDX
|
|
|
China
|
FXI
|
|
FHKCX
|
|
|
EAFE
|
EFA
|
|
|
|
|
Emerging
|
VWO
|
|
FEMEX
|
FEMAC
|
|
Europe
|
VGK
|
|
FIEUX
|
|
|
Global
|
KXI
|
|
PGVFX
|
|
|
Greece
|
GREK
|
|
|
|
|
India
|
INDY
|
|
MINDX
|
|
|
Indonesia
|
EIDO
|
|
|
|
|
Latin America
|
ILF
|
|
FLATX
|
|
|
Nordic
|
|
|
FNORX
|
|
|
|
|
|
|
|
|
Hong Kong
|
EWH
|
|
|
|
|
Japan
|
EWJ
|
|
FJPNX
|
|
|
S. Africa
|
EZA
|
|
|
|
|
S. Korea
|
EWY
|
|
MAKOX
|
|
|
Singapore
|
EWS
|
|
|
|
|
Taiwan
|
EWT
|
|
|
|
|
|
TUR
|
|
|
|
|
United
Kingdom
|
EWU
|
|
|
|
|
Foreign:
|
|
|
|
|
|
Combination
|
1
|
2
|
3
|
4
|
|
Intern. Div.
|
IDV
|
DWX
|
|
|
|
Small Cap
|
SCZ
|
GWX
|
|
|
|
Value
|
EFV
|
|
|
|
|
Europe
|
VGK
|
|
|
|
|
|
|
|
|
|
