ABSTRACT

Tremendously versatile, basket securities have the potential to change the way money is managed. This book provides the proper definition of the basket security, a brief exploration of their true history, and powerful ways to exploit their advantages. The authors explore simple yet effective ways basket securities can be used in asset management strategies including trading the market, building a diversified core, or creating a thousand stock portfolio. They cover the broad array of currently available basket securities and discuss others that are on the horizon, what and when to buy and sell, and how to protect investments from market declines.

part |2 pages

Section I: Origins and Participants

part |2 pages

Section II: Investment Strategies and Examples

chapter 4|8 pages

The Investment Process Generally

chapter 5|40 pages

An Example: Thousand Stock Portfolio

chapter 6|14 pages

The Diversified Core

chapter 7|22 pages

The Active Portion

part |2 pages

Section III: International Investing and Looking Forward

chapter 9|4 pages

The Future

chapter |2 pages

Section IV: Appendices