Taking Your IRA To the Next Level

Item Number:  4500
Publisher:  Traders Press, Inc.
Number of Pages / Length:  117 Pages
Format:  Digital Format
Shipping Availability:  Available for Immediate Download

Price: 49.95

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Author(s):

Dr. Humphrey Lloyd

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About the Author
I was born and raised in the United Kingdom, surviving being sent away to live in boarding school for most of the year from the age of nine and WW II. I was educated at Charterhouse, one of the top five British schools, and at King's College Cambridge, where I began my study of medicine. I graduated with the equivalent of an American MD in 1954. All my pre-graduate and most of my postgraduate training as a pathologist was in the UK. In 1958 I immigrated with my young family to the USA, completing my requirements for certification by the American Board of Pathology in 1960, the year I became a member of the medical staff at the Beverly Hospital in Beverly MA. I was Chief Pathologist from 1972 to 1988, retiring fully in 1997. In 1998 we moved to the beautiful Texas Hill Country.
I became attracted to the problems associated with investing in the stock market in the early 60s, as I had identified that many similarities existed between the mental act of making a diagnosis as a pathologist, and that of making a decision to invest in a particular stock or mutual fund. In pathology, one has to be correct close to100% of the time if one wishes to avoid malpractice litigation. It is this need for certainty that is the undoing of the performance results of many physicians when they tackle the stock market.
Since my results were distinctly mediocre, I decided to learn everything I could about the whole process of investing to see if I could achieve any degree of mastery. I had embarked upon an adventure which has captured and held my interest ever since. I have been a student of the market for 45 years and have immersed myself in its voluminous literature. Indeed I've made some contributions of my own with two books describing market systems, two involving option strategies, a survival manual and study guide to trading S&P futures and options, and my last publication an e-book, Taking Your IRA to the Next Level, published by Traders Press.
Publications written by Dr. Humphrey Lloyd:

1975 Spread Trading in Listed Options. Published by Wilkscraft Press in Beverly Mass and distributed by Windsor Books.
1976 The Moving Balance System: A New Technique for Stock and Option Trading. Windsor Books.
1984 High-Profit/Low-Risk Option Strategies. Windsor Books.
1991 The RSL Market Timing System. Windsor Books.
1997 Trading S&P Futures and Options. A Survival Manual and Study Guide. Traders Press, Greenville, SC 29606.
2007 Taking Your IRA to the Next Level. Traders Press, 2006.

Synopsis:

An exceptionally intelligent and excellently structured approach to maximizing return in your IRA, which includes well documented and researched timing systems for trading ProFunds, a versatile technique for trading ETFs, how to go short effectively, a timing system for trading OEX options on a short term basis, and much more. Contains numerous color charts and a considerable number of live website links with valuable relevant information. Take charge of your retirement plan and build it up to eye-popping levels! An outstanding and unique guide which is available only on our website as an E-book.

Description:

Click here to read the review by Marvin Appel who is the son of Gerald Appel of MACD fame and author of the recently published “Investing in Exchange Traded Funds Made Easy”

Click here to read the Introduction

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Foreword:

I cut my teeth in the stock market in late 1972. I bought two stocks that had tremendous fundamentals and I knew they could do nothing but go up. In fact they did go up fairly quickly and I was thinking how smart I was and how easy this was. Just after the first of the new year (1973) things changed. The stock market and in particular (it seemed) my two stocks began to plummet. This was not a problem because I also did not ever think of setting a stop loss or including any money management techniques to protect myself; besides I knew that I was right and the market must be wrong. By the end of 1974 my two stocks were down over 65%. Being one of the smartest people in the world had vanished from my mind two years prior.

Being an engineer, I knew that I had done due diligence and thorough research. What happened? I decided there had to be a better way. I read a book written by Michael Zahorchak, called, “The Art of Low Risk Investing.” This book presented a technique called technical analysis to me and at the same time made so much sense. I devoured the book and every Sunday afternoon I would chart about 50 stocks, the New York Stock Exchange Composite Index, and the advance decline line along with 5, 15, and 40 week moving averages of each. Calculations were with a hand calculator and charts were on graph paper using red, blue, and green pens. Technical analysis had won me over and I realized that the market is never wrong.

Here it is over 30 years later and I am still immersed in the field of technical analysis. I have developed technical analysis software, written two books, participated in a number of television interviews, developed indicators and trading systems, given countless presentations, and currently manage money using a technical model.
What has changed and what have I learned after all this time spent in this field? Computer technology has made the analysis quicker and more in depth. The internet has made the analysis broader. The number of books on the subject has gone from just a handful to hundreds and hundreds. There are some things that have not changed, only moved to a higher location in my list of priorities. Discipline and money management were things I never once gave a thought to years ago – and most of my investing portfolios proved that. These are the two things that I think most investors still struggle with and probably the root cause of most of their failures at investing. Isn’t it interesting that most believe they really have no direct relationship with technical analysis?

While discipline and money management are not directly related to technical analysis, they fall squarely in line with it. Why? Technical analysis is the one methodology that makes the transition from analysis to action fairly easy. Once you do your analysis with technical methods, the discipline to follow them and the ability to use money management techniques seem to fall in lock step with each other. Good technical analysis yields good discipline. Technical analysis closes the gap between analysis and action.

Most investors could use a good book on how to supercharge their retirement accounts. There are many books on this subject but probably none written by someone more capable and thorough than Humphrey Lloyd. I read Dr. Lloyd’s book, “The Moving Balance System,” in the early 1980s and still use a variation of that indicator today. Dr. Lloyd comes with so much credibility that I’ll buy anything he writes, but you can find that out yourself by just turning the page.

Gregory L. Morris
Portfolio Manager, PMFM, Inc.
Athens, GA

Review by Matthew N. Xiarhos
Founder & Chief Investment Officer
Absolute Return Portfolio Management LLC

"The fact is that we are each responsible for the fate of our own retirements and "Taking Your IRA to The Next Level" is a superb book for new and seasoned investors alike. From the very first page you realize that you are being taking on a tour of investments that could only be provided by a man with first-hand experience of what it takes to succeed. Dr. Lloyd builds from a solid foundation that introduces the mechanics of Tax-deferred accounts and basic investment vehicles which culminates in specific guidance on employing advanced technical analysis strategies. Excellent guidance is provided on setting up portfolio allocations, managing position size and managing gains/losses. From decades of experience and research Dr. Lloyd provides a concise compilation of the most proven and time-tested strategies as well as techniques that are still unknown to the vast majority of investors. The entire book is peppered with insightful wisdom on the psychology of trading that is so critically important to success. Your return on an investment in this book is very likely to be your best "trade" ever!"

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DEDICATION
ACKNOWLEDGEMENTS
FOREWORD
INTRODUCTION

CHAPTER 1 RETIREMENT PLANS
- Section 1 Getting Started............................................................................... 11
- Section 2 Drawing up a Plan within a Plan................................................... 16
- Section 3 Overview of Instruments available for Investment................... 20
CHAPTER 2 MARKET TIMING TOOLS.................................................................... 26
CHAPTER 3 TRADING RULES, RISK MANAGEMENT and EXPECTANCY......... 56
CHAPTER 4 DECIDING WHAT NEEDS TO BE DONE............................................ 65
CHAPTER 5 AIMING for the SUMMIT, USING EXCHANGE-TRADED FUNDS and OPTIONS 83
CHAPTER 6 PULLING SOME LOOSE ENDS TOGETHER.................................. 101

TABLES

Table 1 Investment Compound Interest Calculator................................................ 17
Table 2 Charting Heikin-Ashi Charts and HHI (Heikin Hidden Indicator)................. 38
Table 3 Switching between SLPIX and SHPIX........................................................ 77
Table 4 Switching between PMPIX and SPPIX....................................................... 80
Table 5 Comparison of Exchange-Traded Funds and Mutual Funds..................... 85
Table 6 Relationship between IWM and UCPIX...................................................... 90

FIGURES

Fig. 1 Point and Figure Chart.................................................................................. 28
Figs 2, 3 and 4. Line, Bar and P&F charts compared...................................... 29-30
Fig. 5 P&F Chart of Gold, 1978 - 1981................................................................... 33
Fig. 6 P&F Chart of Gold, 1982 - Present.............................................................. 34
Fig. 7 Heikin-Ashi Chart compared to regular Candlestick chart, $OEX.
Heikin Hidden Indicator, HHI.......................................................................... 37
Fig. 8 Three-line Break Chart................................................................................. 40
Figs. 9 and 10, Three-line Break Chart of FBRSX compared to a Line Chart.. 41-42
Fig. 11 Three-line Break Chart of $OEX at 30 minute intervals............................. 43
Fig. 12 A Page from Stock Trader's Almanac........................................................ 46
Fig. 13 Security Assignment Indicator, SAI............................................................ 48
Figs. 14 and 15. GOLDX with and without Candlesticks....................................... 49
Fig. 16 PBW, PowerShares WilderHill Clean Energy Portfolio.............................. 60
Fig. 17 Dow Industrials from 1960 to 1980............................................................. 70
Fig. 18 HSGFX: Hussman Strategic Growth Fund................................................ 72
Fig. 19 IOLIX: Icon Long/Short Fund....................................................................... 72
Figs. 20 and 21 Three-line Break Charts of SLPIX and SHLIX............................... 76
Fig. 22 Candlestick Chart of SLPIX........................................................................ 78
Figs. 23 and 24. Three-line Break Charts of PMPIX and SPPIX....................... 79-80
Figs. 25 and 26. Charts of IWM and IWN compared.................................. 88 and 92
Fig. 27 Three-line Break Chart of $OEX at 30 minute intervals.............................. 97

APPENDIX A Using StockCharts.............................................................................. 110

APPENDIX B Trading Profundity .............................................................................. 111

APPENDIX C Selecting ETFs to trade...................................................................... 114

BIBLIOGRAPHY......................................................................................................... 116