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The Beta Wizard Method: Extracting Value From Volatility
Value investing has been the best long-term investment strategy for the past hundreds of years. No matter what new algorithm, new gimmick, or new school of thought has come along, value investing always wins out in the long run. However, could it be possible that value investing is the right style, but we have all just been doing it wrong?
This book turns everything you’ve ever learned about value investing on its head. It challenges every orthodoxy, makes you question all of your previous research, and will have you kicking yourself for not investing this way earlier in life.
Buy and hold great companies? Not if you want to maximize return...
Work to pay minimum taxes? Horrible idea...
Focus only on companies with great dividends? Nope...
In just over 25 pages, you will have an actionable strategy that anyone can implement, and you will never lose to a buy and hold value investing strategy again in your life.
There are three universal truths that the Beta Wizard is built on:
1) The S&P 500 has always been, and always will be, volatile.
2) Mutual Funds are inherently more volatile than the S&P 500, due to less components
3) Stocks are inherently more volatile than mutual funds because of less diversification
If you believe in those three universal truths about the market, and you read this investment guide, you will see that there the Beta Wizard Method should have been obvious long ago. It will make you wish you had sat back, ignored what everyone told you was true about the market place, and just thought about what we are all trying to do: Buy low, and sell high.
In this investment guide, you will find two key segments of the Beta Wizard Method:
1) How to pick the right basket of stocks
2) Knowing when to buy, and sell, those stocks
While the actual Beta Wizard algorithm is not given away in this investment guide, you will be able to build your own Beta Wizard portfolio by the end of our time together. You will also know how to know when to trade one holding out for another, in order to maximize your profit.If you continuously sell high, and buy low, over the next three years, you will outperform your friends, family, and the overall market.
You will encounter naysayers when you try to explain this strategy to others, but no one will be able to offer you a mathematical argument that says that you will make less money if you consistently buy great stocks when they are undervalued, and sell great stocks when they are overvalued.
Through fantastic due diligence upfront, using logic and numbers, along with strict adherence to a specific buy/sell strategy, you will be very happy with your long-term results.
Go Forth, and maximize your returns on minimal risk!
This book turns everything you’ve ever learned about value investing on its head. It challenges every orthodoxy, makes you question all of your previous research, and will have you kicking yourself for not investing this way earlier in life.
Buy and hold great companies? Not if you want to maximize return...
Work to pay minimum taxes? Horrible idea...
Focus only on companies with great dividends? Nope...
In just over 25 pages, you will have an actionable strategy that anyone can implement, and you will never lose to a buy and hold value investing strategy again in your life.
There are three universal truths that the Beta Wizard is built on:
1) The S&P 500 has always been, and always will be, volatile.
2) Mutual Funds are inherently more volatile than the S&P 500, due to less components
3) Stocks are inherently more volatile than mutual funds because of less diversification
If you believe in those three universal truths about the market, and you read this investment guide, you will see that there the Beta Wizard Method should have been obvious long ago. It will make you wish you had sat back, ignored what everyone told you was true about the market place, and just thought about what we are all trying to do: Buy low, and sell high.
In this investment guide, you will find two key segments of the Beta Wizard Method:
1) How to pick the right basket of stocks
2) Knowing when to buy, and sell, those stocks
While the actual Beta Wizard algorithm is not given away in this investment guide, you will be able to build your own Beta Wizard portfolio by the end of our time together. You will also know how to know when to trade one holding out for another, in order to maximize your profit.If you continuously sell high, and buy low, over the next three years, you will outperform your friends, family, and the overall market.
You will encounter naysayers when you try to explain this strategy to others, but no one will be able to offer you a mathematical argument that says that you will make less money if you consistently buy great stocks when they are undervalued, and sell great stocks when they are overvalued.
Through fantastic due diligence upfront, using logic and numbers, along with strict adherence to a specific buy/sell strategy, you will be very happy with your long-term results.
Go Forth, and maximize your returns on minimal risk!
41 pages, Kindle Edition
Published January 27, 2019
6 people are currently reading
6 people want to read
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November 6, 2025
The Beta Wizard Method: Extracting Value From Volatility is a sharp, thought-provoking, and refreshingly bold take on value investing. Todd Hagopian doesn’t just follow the rules, he rewrites them. In just over 40 pages, he strips away conventional wisdom and presents a compelling case for a new, smarter approach to value investing that challenges even the most seasoned investor’s mindset.
What makes this book stand out is its clarity and conviction. Hagopian articulates complex financial principles in a way that feels both accessible and actionable. His “Beta Wizard” concept is rooted in logic and backed by simple, universal market truths, giving readers the confidence to rethink and refine their own strategies.
It’s concise, eye-opening, and deeply pragmatic, a guide that turns volatility into opportunity and skepticism into confidence.
Displaying 1 of 1 review