Description
Book SynopsisToday''s world of personal investing is not a friendly place. Individuals are assaulted with an unending barrage of financial news, expert advice, investing tools, trading systems, and more, to the point where they are overwhelmed. As a result, most people simply entrust their portfolios to third-party advisers and, in doing so, lose control of their financial security.
Nobody is more familiar with this situation than author Leland Hevner. As President of the National Association of Online Investors (naoi.org) and a longtime educator in this field, he understands that to succeed in today''s chaotic markets you don''t need more news, advice, or analysis tools. Instead, you need a completely new and simpler approach to building an effective portfolio on your own?one that includes updated investing concepts and dramatically new ways of looking at the market. That''s why he created The Perfect Portfolio.
Written in a straightforward and accessible style, this reliable resou
Table of Contents
Foreword vii
Preface ix
Author’s Note xvi
The Perfect Portfolio Online Supplement xviii
Acknowledgments xxi
Part I: The Problem, The Solution, and Getting Started
Chapter 1 The Woeful State of Personal Investing and the Need for Change—A View from Main Street 3
Chapter 2 The Perfect Portfolio Methodology—A Revolutionary Approach to Creating a Superior Portfolio 21
Chapter 3 Building Your Portfolio’s Core Segment—Establishing a Firm Foundation 41
Part II: Supercharging Your Portfolio with Target Market Investing
Chapter 4 Building Your Portfolio’s Target Market Segment—Five Asset Building Blocks that Will Supercharge Your Portfolio 63
Chapter 5 Adding Gold to Your Portfolio—An Investment with Intrinsic Value 89
Chapter 6 Adding an Energy Component to Your Portfolio—An Asset that Runs the World’s Economy 107
Chapter 7 Adding Agricultural Commodities to Your Portfolio—The Staples of Life as a Staple of Your Portfolio 121
Chapter 8 Adding a Real Estate Component to Your Portfolio—Considering a Truly Unique Asset 135
Chapter 9 Adding Emerging Market Stocks to Your Portfolio—Searching the World for Extraordinary Returns 157
Part III: Creating and Working with Your Perfect Portfolio
Chapter 10 Designing Your Perfect Portfolio—Building a Powerful Portfolio that Meets Your Unique Needs 177
Chapter 11 Implementing, Monitoring, and Managing Your Perfect Portfolio—Keeping Your Portfolio on Course in Changing Conditions 207
Chapter 12 Maximizing the Potential of Your Perfect Portfolio—Transforming Your Personal Involvement into Wealth 229
The Perfect Portfolio Summary Reviewing, Teaching, and Experiencing the Perfect Portfolio Methodology 249
Appendix A Sample PPM Building Block Trading Plan 261
About the Author 269
Index 271