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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!
28 pages, Paperback
Published January 28, 2019
7 people are currently reading
6 people want to read
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Displaying 1 - 2 of 2 reviews
February 21, 2026
The Beta Wizard Method offers a concise, provocative approach to value investing, challenging traditional assumptions and providing actionable strategies to extract maximum value from market volatility. Todd Hagopian distills complex market concepts into a 41 page guide aimed at both novice and experienced investors, emphasizing logical decision-making, disciplined buy/sell timing, and portfolio construction.
Unlike conventional buy and hold advice, Hagopian’s method encourages readers to actively identify undervalued opportunities and sell when overvaluation occurs, all while respecting three universal market truths: the S&P 500’s inherent volatility, the relative volatility of mutual funds, and the even higher volatility of individual stocks. The guide focuses on practical steps for creating a “Beta Wizard” portfolio and determining optimal trade timing, without overwhelming readers with technical jargon or unnecessary theory.
Despite its brevity, the book provides a clear, actionable framework for disciplined value investing. It is well suited for investors looking to rethink conventional wisdom and apply a systematic approach to buying low and selling high.
Unlike conventional buy and hold advice, Hagopian’s method encourages readers to actively identify undervalued opportunities and sell when overvaluation occurs, all while respecting three universal market truths: the S&P 500’s inherent volatility, the relative volatility of mutual funds, and the even higher volatility of individual stocks. The guide focuses on practical steps for creating a “Beta Wizard” portfolio and determining optimal trade timing, without overwhelming readers with technical jargon or unnecessary theory.
Despite its brevity, the book provides a clear, actionable framework for disciplined value investing. It is well suited for investors looking to rethink conventional wisdom and apply a systematic approach to buying low and selling high.
February 2, 2026
A sharp, no-fluff rethink of value investing. The Beta Wizard Method strips away tradition and focuses on one uncomfortable truth most investors ignore: volatility isn’t the enemy it’s the opportunity. In just a few pages, Hagopian challenges buy-and-hold dogma and reframes “buy low, sell high” in a way that actually feels actionable. Quick read, contrarian mindset, and surprisingly sticky ideas.
Displaying 1 - 2 of 2 reviews