Rocking Wall Street: Four Powerful Strategies That will Shake Up the Way You Invest, Build Your Wealth And Give You Your Life Back

Preface.

Acknowledgments.

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?

Cows.

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.

Relative Downsizing.

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.

Index.