Table of Content of my book Complete the Art of Investing

Contents

1       Highlights. 14

Reviews. 14

Why you want to read this book. 16

Readers wanted. 19

The power of market timing. 19

Beat S&P500 by 100%.. 23

Bubbles. 23

Conventional wisdoms that work. 25

Categories of investing books. 26

Outline on how to start. 27

Introduction. 30

Book 1:  Beginners & Couch Potatoes. 37

Disclaimer. 38

I Simple techniques. 39

How to start. 39

1       Simplest market timing. 41

2       Quick analysis of ETFs. 43

3       Rotate four ETFs. 46

4       Simplest way to evaluate stocks. 48

5       Summary. 51

II How to be a billionaire. 52

Instructions to make a billion?. 52

6       Stage 1: Starting out. 56

Basic education. 56

7       Stage 2: Find & evaluate stocks. 57

8       Stage 3: Invest stocks for profits. 59

9       Stage 4: Protect your wealth. 59

10          For Retirees. 59

11          Billion dollar idea. 62

12          Billionaires’ errors. 65

Book 2:  Finding Stocks. 66

1       Performance of my screens. 66

2       Where the sites are. 69

3       Finviz.com screener. 71

An example. 72

Other sources. 73

4       Common parameters. 75

5       Sectors to be cautious. 79

6       GuruFocus. 83

7       Piotroski’s F-Score. 84

8       Nasdaq. 87

Book 3: Evaluating Stocks. 88

1       Amazing returns. 89

2       A scoring system.. 96

I Fundamental metrics. 101

3       Mysteries of P/E. 101

Pow P/E. 106

Pow EY. 108

4       Fundamental metrics. 110

5       Finviz parameters. 121

Other sources. 123

Gurus. 123

Quick and dirty. 124

II Beyond fundamentals. 126

6       Intangibles. 126

7       Qualitative analysis. 130

8       Manipulators and bankruptcy. 134

Mergers. 135

III Selling value stocks. 135

9       When to sell a stock. 136

10          Examples of over-priced stocks. 142

11          Should you hold stocks forever?. 143

12          Selling a winner. 145

IV  Experiences. 147

13          Trade experience in 2014. 147

14          The scents of a winner. 150

15         More hints. 153

16          The power of correlation. 155

17          A guru’s misadventure. 156

18          My misadventure. 158

19          A Tale of two portfolios. 159

20          Applying strategies. 165

21          Explain the unexplainable. 166

V  Other sources. 168

22          Good pointers from a popular book?. 168

23          Seeking Alpha. 170

24          Fidelity stock research. 171

25          Making sense. 172

Book 4: Scoring Stocks. 174

I ASSS, Adaptive Stock Scoring System.. 175

1       Adaptive Stock Scoring System.. 175

2       Get metric data from Finviz.com.. 180

3       How to use the grand scores. 185

4       Get metric data from Fidelity. 188

5       Compare the two sources. 193

6       An extension to the scoring system.. 196

7       A scoring system for growth stocks. 198

8       A scoring system for momentum stocks. 198

II  Monitor parameters. 199

9       Monitor my big gainers. 199

10          Monitor my big losses. 205

11          My 7/2015 performance monitor. 209

12          Metric performances & market cycle. 212

Book 5:  Trading stocks. 213

1       Chronology of a trade. 214

2       Order prices. 215

3       Stop loss & flash crash. 221

4       Sell short and margin. 224

5       Diversification. 230

6       Covered calls. 233

7       High frequency trading (HFT). 236

8       Tax avoidance. 237

9       Trade plan. 241

10          My A.B.C. on bonds. 246

11          Muni bonds. 250

12          Buyback, Diluting and Spinoff. 252

13          Brokers. 255

Book 6: Market timing. 256

I Spotting big market plunges. 257

1       Spotting big market plunges. 257

Using VIX as a timing model 269

2       Double tops. 271

3       A faster, confirming indicator. 274

4       Retail investors and market timing. 275

5       The worst scenario. 278

6       Market timing from 2008 to 2015. 279

7       Brief outlook on 2015 market. 280

8       Market experience 2014. 282

9       A tale of two market plunges. 286

II Market cycle. 294

10          Market cycle. 294

11          Secular bull market is coming!. 301

12          A non-correlation of the market and business. 308

13          Actions for different stages of a market cycle. 313

14          Market prediction for a new year. 316

15          What to do in mid-year. 317

16          Profitable Early Recovery. 318

III Correction. 319

17          Correction. 319

18          Six signs of a correction. 321

19          Anticipating a correction. 324

20          Market correction in August, 2015. 328

21         Market correction in Oct., 2014. 328

22          Market correction in June, 2013. 328

IV Market timing by Calendar. 331

23          Market timing by calendar. 331

24          Summary. 335

V       Peaks and bottoms. 337

25          Market peaks / bottoms. 337

26          Peaking and Overbought. 343

27          Design a test for market peaks/bottoms. 344

VI     Miscellaneous. 346

28          A sideway market. 346

29          Market timing by asset class. 347

30          My predictions. 348

Book 7: Strategies in Investing. 351

I Introduction. 353

1       Introduction. 353

A Sample Strategy. 354

2       Screening stocks. 356

3       Experiences in strategies. 357

4       The best strategy. 362

The second best strategy. 365

The third best strategy. 366

5       Different investment styles. 367

6       AAII, a source for strategies. 370

7       Profit from a proven strategy. 372

8       Strategy performance. 375

II Safer strategies. 377

9       Super safe strategies. 377

10          Tom’s conservative strategy. 379

An alternative to Tom’s strategy. 380

John’s Strategy. 380

Jill’s Strategy. 381

11          Define Swing trading. 382

12          Top-down investing. 389

III Risky strategies. 391

13          The contrarian. 391

14          Refined Dogs of Dow.. 393

15          Multi baggers. 397

16          Trade by headlines. 403

17          Earnings season overreactions. 408

18          Strategies that worked before. 412

19          Double down. 415

20          Short Squeeze. 417

CALM, a candidate. 417

21          Year-end strategies. 421

22          Many small fishes or a few big fishes. 423

23          Small caps vs. big caps. 424

24          An aggressive strategy. 425

IV Strategies for the current market. 431

25          Secular market. 431

26          Institutional investors. 432

27          Follow the trend. 433

28          Tech stocks in the last 20 years. 435

Summary. 437

Book 8: Sector Rotation. 438

1       Introduction. 438

2       Sectors. 440

3       Sector rotation in a nutshell 441

4       Outline on how to start. 448

5       My experience. 448

6       Strategies for sector rotations. 450

I    Strategy 1: Market Timing. 452

II   Strategy 2: Rotation of 4 Sectors. 452

III  Strategy 3: Rotation of more Sectors. 452

IV  Strategy 4: Sectors in market cycle. 455

Sectors according to the business cycle. 455

V       Strategy 5: Country sectors. 456

7       Aging global population. 457

8       EU’s mess. 461

9       The myths on China. 466

10          The states of the United States. 473

11          Issues that could change the US economy. 478

VI Strategy 6: Asset class. 479

12          Market timing by asset class. 479

13          Housing recovery?. 481

14          Commodities: bottom or mirage?. 486

15          The fair price of oil 494

16          Falling oil price as of 1/2016. 498

Exploring uranium.. 501

VII  Strategy 7 : Market correction. 503

VIII Strategy 8: Using calendar. 503

IX Strategy 9: Interest sensitive. 503

X  Strategy 10: Sector subscription. 504

17          Subscription services on sectors. 504

18          Newsletters and subscriptions. 507

XI  Strategy 11: Top-down. 514

19          Top-Down Investing. 514

20          An example using Finviz.com.. 516

XII -   Sector leaders. 518

21          Airlines. 519

22          Bank of America. 526

23          Caterpillar. 528

24          Apple. 529

25          Microsoft’s tablet. 536

26          Cisco and Huawei 538

27          Is Volt a devil or an angel?. 540

28          Tesla. 541

29          Solar industry. 544

30          Holes in retailing. 545

31          Tough restaurant business. 546

32          Using TA on sectors. 547

Book 9:  Insider Trading. 550

1       Define Insider Trading. 550

2       How to profit. 552

3       Screen the Insiders’ purchase. 554

4       Other Considerations. 557

5       My insider purchase trading. 559

Book 10:  Penny stocks and micro cap. 560

1       My micro cap performance. 563

2       Penny stocks. 564

3       Micro caps. 568

4       Summary. 569

Book 11:  Momentum investing. 573

1       My momentum performance. 580

2       Three strategies for momentum.. 583

Book 12:  Dividend investing. 585

1       The basics. 586

2       More on dividend stocks. 589

3       Potential problems. 591

4       Dividend growth as of 2015. 593

5       Dividend stocks better?. 594

Book 13: Technical Analysis. 598

1       Technical analysis (TA). 598

2       Examples on using TA.. 602

3       Easy TA without charts. 606

4       Bollinger Bands. 606

5       MACD.. 607

6       Other technical indicators/patterns. 608

7       More on technical analysis. 609

8       Overbought and peaking. 612

9       Using SMA-20 & SMA-50 on stocks. 615

10          Fundamentals vs. Charts. 619

11          Nicolas Darvas. 622

Book 14:  Investment advice. 626

1       Newsletters and subscriptions. 626

2       Making full use of a subscription. 631

3       How newsletters ‘improve’ performance. 634

4       Hedge fund 101. 636

5       Modern portfolio theory MPT. 641

6       Advice from the ivory towers. 642

7       No investor heroes. 643

8       2011 & 2015, the year stock pickers died. 646

9       Letter to an investment guru. 649

10          Read a book with an open mind. 650

11          This time is different. 654

12          The advantages of a retail investor. 659

13          Invest responsibly. 662

14          Are investors parasites?. 664

15          Retirees, take notice. 668

16          Is Social Security going to survive?. 669

17          Advice for a 70-year old. 671

Book 15:  The economy. 672

I  The economy. 672

1       My Coconut Theory. 672

2       Our major problems. 677

3       The evils of printing money. 678

4       Low interest rate. 679

5       Inflation and deflation. 680

6       Education by example. 684

7       A prolonged recession. 689

8       W-shaped recession?. 691

II  The stock market. 692

9       When will DOW double?. 692

10          Politics and the stock market. 695

11          Distorting indexes. 697

12          Momentum and volatility. 700

13          Investors’ psychology 101. 701

14          Herd theory. 703

15          Why market rises or falls. 704

16          Earnings nightmare. 705

III  The USA.. 707

A Nation of No Losers. 707

17          The worthless job plan. 711

18          H-1B visa. 714

19          Too delicious to fall 716

20          Generous welfare. 717

21          Effective health care delivery. 720

22          How to solve trade imbalance. 724

23          Modify our election system.. 727

24          The Republican Convention. 731

25          How to solve our economic problems. 732

26          Implementation. 735

27          Solve our deficit problem.. 736

28          The first sip of coffee. 737

IV  China & miscellaneous. 738

29          Free trade with China. 738

30          The stormy China Sea. 740

31          Japan 2014. 742

32          China by 2020. 744

33          The myths of  ‘Made in USA’ 745

34          Capitalism & democracy. 746

35          Could socialism lead to self-destruction?. 749

36          Bad business practices. 750

Book 16:  Buffettology. 752

1       Debunk the myths. 752

2       Preaching that works. 760

3       Search value stocks like Buffett. 765

4       Buffett. 766

5       Efficient charities donation. 768

Common Tools. 771

1       Simplest way to time the market. 771

2       Rotation of 4 ETFs. 774

3       Quick analysis of ETFs. 776

4       Simplest way to evaluate stocks. 779

5       Simplest way to detect correction. 783

6       Simplest technical analysis. 785

Summary & current events. 786

1       Politics and investing. 786

2       Presidential election of 2016. 792

3       Market timing as of 2/4/2016. 793

4       Global economies as of 2016. 795

5       Investing risks. 798

6       AMAG, a rare opportunity or trap?. 799

7       Review what we’ve learned. 800

8       Book reviews. 808

9       Record time and record number. 812

10          On strategies again. 813

11          The Cover & the Art of War. 815

Epilogue. 816

Appendix  1   – All my books. 818

Appendix  2 -   Our window to the investing world. 819

Appendix  3 -   ETFs / Mutual Funds. 822

Quick analysis of ETFs. 827

Appendix  4 -   Best Stocks series. 830