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The Perfect Portfolio Leland B. Hevner

The Perfect Portfolio By Leland B. Hevner

The Perfect Portfolio by Leland B. Hevner


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Summary

NAOI research shows that the average person with money to invest today is confused and frustrated. They are overwhelmed with information, investment choices and sales pitches. While they want to take more personal control of their portfolios they don't know how and they don't know where to start the learning process. In short, they are lost.

The Perfect Portfolio Summary

The Perfect Portfolio: A Revolutionary Approach to Personal Investing by Leland B. Hevner

Today'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 ownone 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 resource shows you, step by step, how to use a revolutionary approach to investing called the Perfect Portfolio Methodology (PPM). Developed by Hevner over the course of his successful career and based on input from hundreds of individual investors, the PPM allows you to capture incredible returns under any market condition without exposing yourself to unacceptable risk or requiring you to devote an extraordinary amount of time to the investing process.

The journey to creating your unique Perfect Portfolio is divided into three parts:

  • Part I reveals the problems faced by today's investors, outlines a new approach for solving them, and gets you started by showing how to design the Core Segmentor foundationof your Perfect Portfolio
  • Part II details how to "supercharge" your Perfect Portfolio's returns by adding a Target Market Segment consisting of five newly defined asset classes
  • Part III illustrates how you can bring the Core and Target Market Segments together to form a Perfect Portfolio that meets your unique investing profile and current market conditions

This is a book that financial advisers will not want you to read. Why? Because it takes them out of the loop by empowering you to make informed and profitable investing decisions on your own. The Perfect Portfolio places the power to control your wealth firmly in your hands, where it belongs.

The Perfect Portfolio is more than just a book. It also includes a supplemental online component you can access via the Web at www.perfectportfoliobook.com. The use of this resource is not required to take full advantage of the book's content, but the information and tools presented in the online component can enhance your overall learning experience.

About Leland B. Hevner

LELAND B. HEVNER is the President of the National Association of Online Investors (NAOI), which he founded in 1997. With thousands of members, the NAOI is the nation's premier provider of academically rigorous investor education to the public. Hevner is a recognized expert and innovator in the field of personal investing and has been interviewed and quoted widely in the national media. He has also provided consulting services to financial organizations around the world.

Table of Contents

Foreword vii

Preface ix

Authors 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 ChangeA View from Main Street 3

Chapter 2 The Perfect Portfolio MethodologyA Revolutionary Approach to Creating a Superior Portfolio 21

Chapter 3 Building Your Portfolios Core SegmentEstablishing a Firm Foundation 41

Part II: Supercharging Your Portfolio with Target Market Investing

Chapter 4 Building Your Portfolios Target Market SegmentFive Asset Building Blocks that Will Supercharge Your Portfolio 63

Chapter 5 Adding Gold to Your PortfolioAn Investment with Intrinsic Value 89

Chapter 6 Adding an Energy Component to Your PortfolioAn Asset that Runs the Worlds Economy 107

Chapter 7 Adding Agricultural Commodities to Your PortfolioThe Staples of Life as a Staple of Your Portfolio 121

Chapter 8 Adding a Real Estate Component to Your PortfolioConsidering a Truly Unique Asset 135

Chapter 9 Adding Emerging Market Stocks to Your PortfolioSearching the World for Extraordinary Returns 157

Part III: Creating and Working with Your Perfect Portfolio

Chapter 10 Designing Your Perfect PortfolioBuilding a Powerful Portfolio that Meets Your Unique Needs 177

Chapter 11 Implementing, Monitoring, and Managing Your Perfect PortfolioKeeping Your Portfolio on Course in Changing Conditions 207

Chapter 12 Maximizing the Potential of Your Perfect PortfolioTransforming 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

Additional information

GOR013807148
9780470401743
0470401745
The Perfect Portfolio: A Revolutionary Approach to Personal Investing by Leland B. Hevner
Used - Like New
Hardback
John Wiley & Sons Inc
2009-04-03
304
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
The book has been read, but looks new. The book cover has no visible wear, and the dust jacket is included if applicable. No missing or damaged pages, no tears, possible very minimal creasing, no underlining or highlighting of text, and no writing in the margins

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