Investing with the Trend: A Rules-Based Approach to Money Management

“Investing with the Trend” by Gregory L. Morris is a definitive guide to trend-following investment strategies, built around a disciplined, rules-based approach. This book is a powerful response to conventional Wall Street wisdom, offering a method that focuses on risk mitigation, market timing, and data-driven portfolio management.

Unlike most books that focus on “buy and hold” or outdated diversification tactics, Morris teaches readers how to protect capital and grow wealth through technical analysis, trend recognition, and systematic money management rules. It’s not about prediction — it’s about adapting to the market and following what price action tells you.

Morris dismantles common investing myths and explains:

• Why most portfolios fail during bear markets
• How moving averages, breadth indicators, and trend models can protect your capital
• Why a rules-based system beats discretionary decision-making over time
• How to manage drawdowns, adjust exposure, and outperform benchmarks

This book provides both the philosophical foundation and practical execution plan for long-term trading success — ideal for active investors, wealth managers, and technically minded traders.

✅ What You’ll Learn:

• How to recognize and trade with dominant market trends
• The logic and structure behind rules-based systems
• How to protect capital through adaptive exposure and timing
• Key technical tools: moving averages, trend filters, relative strength
• Practical strategies to avoid market crashes and emotional investing
• Portfolio construction, position sizing, and performance metrics

💡 Key Benefits:

• Designed for serious investors who want long-term consistency
• Offers a complete, executable trend-following framework
• Destroys myths of buy-and-hold and passive diversification
• Includes quantitative and visual tools to guide decision-making
• Written by a respected technical analyst and market veteran

👤 Who This Book Is For:

• Intermediate and advanced investors seeking a rules-based edge
• Portfolio managers and active traders
• Risk-conscious investors who want to avoid major drawdowns
• Technical analysts who want a robust trend-following system
• Anyone seeking a repeatable, emotion-free investment methodology

📚 Table of Contents:

1. Why the Conventional Approach Fails
2. Understanding Trend and Market Bias
3. Tools of the Trend-Following Trader
4. Building a Rules-Based Investment Model
5. Position Sizing and Portfolio Allocation
6. Managing Volatility and Drawdowns
7. Psychology, Emotions, and Discipline
8. Myths of Modern Portfolio Theory
9. Case Studies in Trend Investment Success
10. Final Thoughts and Performance Review