Foreword by John Mauldin.
Part One:The Emotional Controls.
1: The Beginning, and the End Game.
Inside the Box Won’t Get You There.
The Craft versus the Art.
The End Game.
You and Tim.
2: Investing for Your Life versus Spending Your Life Investing.
What Do You Really Want?
What Would Actually Make You Feel Rich?
The Bottom-Line Question.
3: The Power of Hedging:Always Hedge Your Bets.
Hedging Step 1: Giving Up the Windfall to Avoid the Big Fall.
How Can You Avoid Serious Losses? Emotional Hedges.
Hedging Step 2: Diversification.
Endeavor Not to Invest More Than You Are Emotionally and Financially Able to Lose in Any Single Investment.
Hedging Step 3: Logic of the Mind Is Not the Only Kind.
The Gambler’s Catch-22.
Part Two: Knowing the Difference between Market Stats and Market Hype.
4: Just the Facts, Ma’am.
Market Forecasting and Timing.
Higher Risk Too Often Equals Less Reward.
What Is True Diversification?
The Two Great Myths of Traditional Investing.
Tax Confounding:A Story.
Contrarian View of the Future of the U.S. Stock Market.
Hedge Funds:The Dark Side.
Hedge Fund and Mutual Fund Taxes—Buyers Beware.
5: Addressing Investors’ Questions from Part One.
6: The Right Stuff (and the Wrong Stuff).
Venture Capital Investing: Zero in a Million.
Real Estate: Live in It.The Rest Is Investing.
Tale of Two Bubbles.
The View from a Family Office.
What Does the Fed Really Want?
The Diary of an Intuitive Investor.
A Theory Stephen Hawking Has Yet to Discover:
Parallel Investment Universes.
Investment Gods Say:“Do the Right Thing”.
Part Three: Hedging Wall Street: Hedged Portfolio Construction.
7: Successful Investments:Where Are They?
Putting Together a Portfolio.
Are You a Conservative Investor or an Aggressive Investor? Oh, Shut Up.
Thumbnail Sketch of Prudent Portfolio Construction.
Portfolio 1: For Future Millionaires—Diversification and Dollar Cost Averaging.
Brokerage Firms, Money Management Firms, and Financial Planning Firms with Time.
Portfolio 2: For Millionaires Who Do Not Wish to Become Ex-Millionaires.
8: Hedge Fund Mind-Set.
Addressing Investors’ Questions from Part Two.
Using Etiquette, Receiving Respect:The General Partner/Limited Partner Relationship.
Part Four: Planning for the Future and Seeking the End Game.
9: The Financial Planning Maze.
How to Plan for the Future:A Simple Three-Step Program.
Family Budgeting: Securing Present Assets While Having Fun.
Seeing Life, Business, and Investing as One Portfolio.
10: The Game Beyond the End Game.
Downsizing the American Dream.
Investing in the Twenty-First Century.
Transcending the Centuries:Whom Do You Serve?
Appendix: Specific Due Diligence Notes and Fund of Funds Questionnaire.
About the Author.