Synopses & Reviews
Investing in stocks and bonds can yield rewarding returns, but only if you have the time to ride out the ups and downs. Most people don't. In The Sector Strategist: Using New Asset Allocation Techniques to Reduce Risk and Improve Investment Returns Timothy McIntosh presents a revolutionary new investment philosophy that redefines sector investing to guide you to consistently above-average results.
Marking a radical break from tradition, this book challenges inaccurate investment assumptionslike the belief that international stocks provide diversificationthat many finance "experts" follow blindly. Teaching you the basic tools you need to perform fundamental analysis on any prospective sector investment, the book explores the history of the stock and bond markets over the last century, outlining which sectors are the least volatile and have performed most strongly over the years.
Highlighting five sectorshealthcare, energy, consumer staples, technology, and financethat McIntosh sees as most promising, the book looks at the future prospects, major players, and real investments made in each to give you a clear view of the opportunities they present. A truly expansive resource, the book also looks at alternative investment opportunitiesincluding REITs and goldand much more, all backed up by model portfolios that illustrate the profits to be made using this unorthodox new methodology.
If you want to be sure that your money will survive and thrive in the years ahead, it's time to break with outdated investing concepts. Bringing together decades of research and theory to produce one unique new investment strategy, The Sector Strategist synthesizes a multitude of economic and market scenarios to produce a winning model, giving you everything you need to improve your returns and protect your assets.
Review
"For investors going the ETF or mutual fund route, it provides turnkey portfolios. For those who want to be stock pickers, it describes how to winnow down a list of stocks to find the most promising candidates." (Seeking Alpha, May 2012)
Synopsis
Using Asset Allocation to Reduce Risk and Boost Investing ReturnsPresenting a revolutionary new investment philosophy that redefines how we view sector investing, The Sector Strategist challenges long held ideas about how this unique area of finance operates. Misconceptions, such as the belief that international stocks provide diversification, are preventing investors from making the most of the opportunities for financial growth that sectors provide, and the book presents practical, applicable evidence that a better, more profitable option is available. Additionally, the book hopes to give readers an opportunity to improve returns and protect retirement assets by providing a wide range of techniques and tools designed to optimize wealth that the author has developed over the last decade.
- Designed to help investors avoid the often inaccurate assumptions made by "experts" which promote typical asset allocation
- Written by Timothy McIntosh, investment expert and founder of SIPCO/Strategic Investment Partners, whose firm's stock portfolio has earned five-star returns from Morningstar annually since 2003
- Contains easy-to-apply tools for wealth protection and growth that have been proven successful during the market fluctuations of 2002 and 2008
The history and opportunities afforded by sectors have been written about at length, but no book has broken with tradition so radically, and with such success, as The Sector Strategist.
Synopsis
Praise for The Sector Strategist"In his book The Sector Strategist, Timothy McIntosh makes a compelling case for why investors should carefully review valuation and dividend yield before committing to an investment strategy. His analysis should help investors who heed his advice avoid the hit-or-miss emotional decisions that plague many who focus excessively on short-term stories about investments to get on a firmer path for long-term success in the market."
—James P. O'Shaughnessy, Chairman and CEO, O'Shaughnessy Asset Management, LLC
"Tim McIntosh effectively debunks those static, buy-and-hold strategies. He not only presents a compelling argument for smart sector diversification, but also delivers detailed blueprints for assembling a portfolio that fits your risk tolerance."
—Jeff Harrington, business journalist, Tampa Bay Times
"Timothy McIntosh's The Sector Strategist is a clear, common-sense guide to constructing a sturdy portfolio. And, while you'll learn all you need about stock sectors, you'll also get a first-rate education on analyzing and selecting stocks."
—John Waggoner, Personal Finance Columnist, USA Today
About the Author
Timothy J. McIntosh is the Chief Investment Officer of Strategic Investment Partners, LLC and its affiliate, SIPCO. He has been featured in the Wall Street Journal, the New York Times, USA Today, Investment Advisor, Fortune, Barron's, and the St. Petersburg Times. McIntosh has been named one of the top investment advisors for doctors in the country by Medical Economics magazine in 2004, 2006, 2008, 2010, and 2011.
Table of Contents
Introduction 1
CHAPTER 1 The Return Dilemma 5
CHAPTER 2 Sector Allocations 29
CHAPTER 3 The Health Care Sector 51
CHAPTER 4 The Energy Sector 73
CHAPTER 5 The Consumer Staples Sector 89
CHAPTER 6 The Technology Sector 107
CHAPTER 7 The Financial Sector 125
CHAPTER 8 Bonds, REITs, and Commodities 145
CHAPTER 9 Fundamental Analysis 163
CHAPTER 10 The Selection Process 185
CHAPTER 11 The Right Allocation 197
Endnotes 209
About the Author 213
Index 215