"In view of the precarious and unprecedented state of our global economy and critical flaws in investment theory, prudent investors will challenge the traditional paradigm."
Well, let me ask you a few questions...
What's your allocation to stock? Over 50%...? That's a lot banking on one type of investment! I'd be nervous…
What's your allocation to bonds? Over 20%...? With interest rates as low as they are...!? Even on paper, that doesn't seem wise…
What's your exposure to the United States? Over 70%...? Banking on a single country!? I love the US just as much as the next patriot, but really?! "No pressure Uncle Sam, but for some reason, tens of millions of investors are betting almost exclusively on you!!!"
In 1929, the US stock market started its 89% decline! It took 25 years before the market reached new highs.
In 1989, the Japanese stock market peaked near $40,000. Today, 3 DECADES later, it's around $20,000... HALF!
It took 2 decades to reach its low, an over 80% drop.
Imagine your investments and retirement plans through either of those scenarios.
Can you feel the emotion? The stress? The pain?
Is it impossible something like that OR WORSE could happen again?
Of course not! Why would it be?
Would you be able to "stay the course?"
Would you want to...?
That's what your advisor and pundits are telling you to do... right?
See, it's not your fault you're so exposed. It's theirs.
Don't worry; there's a better way…
The problem is... your advisor doesn't even understand it…
Yet it's affordable, accessible, and easy to grasp…
This research-based, logic-filled, data-driven book provides investors with practical, easy-to-understand solutions.
This book will show you:
• The 4 most pressing concerns for your portfolio today
• The #1 most critical (yet often overlooked) flaw in traditional investment strategy
• A step-by-step method for overcoming these potentially ruinous issues
• 5 alternative strategies that could easily be incorporated into any investors portfolio
• 3 asset classes that each outperformed the S&P 500 and a traditional 60/40 stock-bond-only portfolio during our two most recent boom-bust-recovery cycles.
Most investors succumb to laziness and apathy when faced with these realities. It's much easier to invest like everyone else and use ignorance as an excuse…
Challenge the traditional investment paradigms. Don't leave your life savings at risk.
The simple changes outlined here can have a significant impact on your financial future!
If you don't love the book, I'll even refund your shipping costs (and you don't have to ship the book back!).
Chapter 1: Why Should You Care?
Who Is This Book For?
How to Use this Book
Why Should You Worry?
The Purpose of this Book
Chapter 2: Market Basics
Chapter 3: Modern Portfolio Theory
The Parts to Keep
The Parts that Could Get You into Trouble
Chapter 4: Introduction to Alternative Investments
What Is an Alternative Investment?
Who Uses Alts?
How Were These Endowment Returns All So High?
Chapter 5: Advanced Alts
How Could You Gain Alt Exposure?
Chapter 6: Real Estate Investment Trusts
Chapter 7: What’s Next
1. Go It Alone
Whatever You Do, Do Something!
Appendix: Intelligently Enhanced Diversification
Intelligently Enhance Your Diversification
It’s Not “My Way or the Highway”
Part 1: Problems (Public Service Announcements)
PSA 1: Your Emotions Will Kill Your Returns
PSA 2: Modern Investment Theory's Massive Logical Fallacy
PSA 3: Let's Explore Your Portfolio
PSA 4: Who Can You Trust?
PSA 5: How to Recognize the Extremely Common Way Advisors Rip Off Clients
PSA 6: How to Vet Your Current or Potential Advisor
Part 2: Solutions
Module 1: Understanding Modern Portfolio Theory
Diversification & Correlation
Why MPT Makes Sense at First
Module 2: What to Keep & What to Tweak
Module 3: What to Add
Bringing It All Together