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The Lazy Fundamental Analyst Fred Piard

The Lazy Fundamental Analyst By Fred Piard

The Lazy Fundamental Analyst by Fred Piard


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Summary

Presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. For each sector, and each strategy, the author explains how to follow his 'lazy' approach to choose stocks by using only a couple of financial ratios.

The Lazy Fundamental Analyst Summary

The Lazy Fundamental Analyst by Fred Piard

This is a simple, quick and effective approach to quantitative fundamental analysis. The Lazy Fundamental Analyst presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. It will appeal to anyone looking for simple, effective and low-risk investing strategies. The strategies are organised by ten business sectors: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Service and Utilities. For each sector a strategy is proposed for large capitalisations (companies in the S&P 500 Index) and another is given for small capitalisations (companies in the Russell 2000 index). For each sector, and each strategy, Fred Piard explains how to follow his 'lazy' approach to choose stocks by using only a couple of financial ratios. The strategies eschew detailed due diligence of companies and markets - instead they rely on applying quantitative techniques to filter out the best investments in each sector.These strategies can be managed in just a few minutes per month, making them suitable for those who only have limited time to devote to investing but still wish to have a winning return. Portfolio protection through the use of market timing and hedging is also presented and this can be used with any of the strategies. If you don't have the inclination for in-depth fundamental analysis, or only have a few spare minutes per month for your investing, try Fred Piard's lazy approach to quantitative analysis.

The Lazy Fundamental Analyst Reviews

"Piard has written a practical guide on investing using fundamental factors with sector fund stocks. He provides a logical, backtested, non-emotional investing approach with 15 years of backtested results. Investors will find this book a perfect complement to his previous book, and will hopefully benefit from the strategies provided by Piard's extensive research and testing." --Les Masonon, Buy Don't Hold

About Fred Piard

Fred Piard gained extensive experience in the software industry, information systems consulting and marketing before discovering an interest in the financial markets. Self-taught in this field, he puts into practice what he learnt from his previous activities to build his own methodology. From his years in research he has the ability to combine a systemic point of view and an analytic approach. As a software architect he knows that the things that work the best in the long term are the simplest. As a consultant he has experienced the real economy through various sectors: energy, banking, healthcare, manufacturing and public administration. And he has learned from marketing that human group behaviour can sometimes be modelled, but never predicted. Fred provides systematic portfolio strategies for investors and professionals. His proprietary library of models on themes and sectors can be personalised for specific requirements. He has a PhD in computer science, an MSc in software engineering and an MSc in civil engineering.

Table of Contents

Disclaimer The Author Preface Introduction Part I: Methodology 1. Quantitative Fundamental Analysis 2. Strategy Design and Evaluation 3. Portfolio Protection Part II: Sector Analysis Introduction 4. Consumer Discretionary 5. Consumer Staples 6. Energy 7. Financials 8. Health Care 9. Industrials 10. Information Technology 11. Materials 12. Telecommunication Services 13. Utilities 14. Dow Jones Industrial Average 15. Benchmarking by Sectors Part III: Applications 16. Combined Portfolios 17. Other Applications Conclusion Appendix 1. Leveraged ETFs Appendix 2. Strategy Returns Appendix 3. Against Benchmark

Additional information

GOR013700733
9780857193964
0857193961
The Lazy Fundamental Analyst by Fred Piard
Used - Like New
Paperback
Harriman House Publishing
2014-10-02
162
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
The book has been read, but looks new. The book cover has no visible wear, and the dust jacket is included if applicable. No missing or damaged pages, no tears, possible very minimal creasing, no underlining or highlighting of text, and no writing in the margins

Customer Reviews - The Lazy Fundamental Analyst