Chapter 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
Chapter 2: Investing for Your Life versus Spending Your Life Investing
What Do You Really Want?
Cows
What Would Actually Make You Feel Rich?
The Bottom-Line Question
Chapter 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
Hedging Step 3: Logic of the Mind Is Not the Only Kind
The Gambler’s Catch-22
Chapter 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
The Buy and Hold Myth
The Secret Poison
The Tax Savings Myth
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
The Positive Side of Hedge Fund Taxes versus Mutual Fund Taxes
Choosing a Hedge Fund
Are Hedge Funds Worth your Consideration?
Chapter 5: Addressing Investors’ Questions from Part I
Chapter 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
The Start of a Bull Market
Recessions: How to Define, and Stay Out of the Way of, a Ghost
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”
Chapter 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
PORTFOLIO 2: For Millionaires Who Do Not Wish to Become Ex-Millionaires
Funds of Hedge Funds
The Biggest Risks to a Diversified Hedge Fund Portfolio
What are the Growth Generators in the Portfolio?
Charts, Graphs, and Back-tests
Combining a Hedged Portfolio with a Dollar Cost Average Market Correlation
Strategy
Macro-Timing of Secular Bull Markets
Letter to a High Net-Worth Investor
Chapter 8: Hedge Fund Mind-Set
Addressing Investors’ Questions from Part II
Using Etiquette, Receiving Respect: The General Partner/Limited Partner Relationship
Chapter 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
Chapter 10: The Game Beyond the End Game
Downsizing the American Dream
Relative Downsizing
Investing in the Twenty-First-Century
Transcending the Centuries: Whom Do You Serve?
