Jul 07
“Beating the Market”
“Beating the Market, 3 Months as a Time” is the title of Gerald and Marvin Appel’s new book. The thesis of the book can be explained in a few paragraphs and it goes like this.
“Once every three months, you should select from among the best-performing ETFs from the last quarter to hold in your portfolio for the coming quarter.” That is the key Appel & Appel idea. One selects two ETFs from five basic equity investment styles and they are as follows. I am including the Vanguard equivalent.
- U.S. large-cap value (VTV)
- U.S large-cap growth (VUG)
- U.S. small-cap value (VBR)
- U.S. small-cap growth (VBK)
- International (VEU)
Of interest would be data that included mid-cap value and mid-cap growth, REITs, and emerging markets. Then invest in three or four of the nine best performing ETFs. Yes, it is a little more complicated, but not a significant complication.
Lowell Herr
Photograph: Overlooking the Sacred Valley of Peru out to the Andes to the west.
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