The Perfect Portfolio: A Revolutionary Approach to Personal Investing

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