Opis: Generation Alt - Jack Clifford

Focusing on a new movement in alternative investing, this book provides insight into this exciting portfolio strategy. The author demystifies and uncovers the alternative asset class; educates and entertains everyday investors with colorful analogies and easy-to-understand methodologies; identifies useful portfolio strategies, tools and techniques in alternative investing. Following the worst global financial crisis, volatility and a low interest rate environment remain major concerns for investors. Clifford Jack combines the art of analogy and the science of methodology to help investors seek out ideas on building a portfolio. He digs deep to uncover and help simplify the alternative asset class. This timely and insightful read will help everyday investors gain insight into alternative investing.Foreword x Chapter One: What Goes Up... 1 Chapter Two: The Modern Portfolio Problem 9 The Long and Winding Road: Preparing for the Ride 11 Employers Stall Out: Finding a New Map to Your Financial Future 14 From the Alt Vault: Valuable Takeaways from Chapter Two 18 Chapter Three: A Volatile Reality 19 Motion Sickness: Markets Are Increasingly Cyclical 20 Investor Shock: When Fear Leads to Missed Opportunities 25 New Prescription: Rethink Buy-and-Hold 27 Is It Time to See a Specialist? The Role of Proper Diversification. 28 Radical Idea: Do Something Different 29 From the Alt Vault: Valuable Takeaways from Chapter Three 29 Chapter Four: It's a Smaller World After All 31 Booster Shot: Globalization Begins 33 Immune System Breakdown: Volatility Reaches Fever Pitch 35 Modern Medicine: Combating Home Country Bias 36 Second Opinion: The Best Advisors Seek the Counsel of Their Peers 38 Fatal Mistake: Do Nothing 40 From the Alt Vault: Valuable Takeaways from Chapter Four 40 Chapter Five: Disappearing Diversification 43 Sugary Sweet: Learning Self-Control 45 Similar Taste: The Rise of Correlation 46 Proper Diversification: A Well-Balanced Diet 51 Thirst for Diversification: Develop an All-Weather Strategy 51 From the Alt Vault: Valuable Takeaways from Chapter Five 53 Chapter Six: Exploring the Alternative Universe 55 Flight Plan: Collaborate to Win 56 Down to Earth: What It Means for the Average Investor 60 Alternative Investments: No Longer So Alien 62 From the Alt Vault: Valuable Takeaways from Chapter Six 65 Chapter Seven: Play the Percentages 67 Risk Mitigation: Eye on the Ball 68 Loss Aversion: Play It Safe 69 Hall of Fame: Unparalleled Returns 71 From the Alt Vault: Valuable Takeaways from Chapter Seven 75 Chapter Eight: Beta Blockers 77 The Prescription: Bringing Balance 78 Better Beta: Reduce Stress 81 Clinical Trial: Safe for Public Use? 83 Risk Parity 86 From the Alt Vault: Valuable Takeaways from Chapter Eight 87 Chapter Nine: Think Outside the Style Box 89 Boxing Out: A Defensive Strategy 90 Xs and Os: Running a New Play 93 Driving the Lane: The Importance of (Timely and Consistent) Yield 95 From the Alt Vault: Valuable Takeaways from Chapter Nine 97 Chapter Ten: The Scouting Report 99 Due Diligence: A Fundamental Layup 101 Size and Reach: Is Bigger Better? 102 Team Performance: Stars vs. Cellars 103 Preparation: The REIT Way to Do It 103 Expensive Egos: Managing the Managers 104 From the Alt Vault: Valuable Takeaways from Chapter Ten 105 Chapter Eleven: Survival of the Fittest 107 Hedge Funds: Asset Hunters and Gatherers and More 109 Alternative Investments: Global Migration Patterns 111 From the Alt Vault: Valuable Takeaways from Chapter Eleven 113 Chapter Twelve: Fast and Furious 115 Post-Modern Portfolios: Revving the Engine 117 Getting Tactical: Rotate the Tires 118 Alternative Investments: Riding an Annuity Chassis 120 Portfolio Optimization: Balancing Risk and Return 122 Portfolio Overlay: Understanding the Diagnostics 122 From the Alt Vault: Valuable Takeaways from Chapter Twelve 123 Chapter Thirteen: How Leverage Works 125 The Mortgage Industry: Strawberry Fields Forever 127 130/30 Funds: Short But Growing Longer 128 Leverage: Note the Danger and Look Down 129 From the Alt Vault: Valuable Takeaways from Chapter Thirteen 131 Chapter Fourteen: Over the Hedge 133 Hedge Funds 135 Partnerships. 139 Liquidity and Alternatives 141 From the Alt Vault: Valuable Takeaways from Chapter Fourteen 143 Chapter Fifteen: Strategy and Execution 145 Relative Value 149 Event-Driven 151 Equity L/S 152 Global Macro 153 Multi-Strategy 155 From the Alt Vault: Valuable Takeaways from Chapter Fifteen 155 Chapter Sixteen: Completing the Picture 157 So What Now? 159 10 Important Points to Remember 159 Glossary 163 Index 173

Szczegóły: Generation Alt - Jack Clifford

Tytuł: Generation Alt
Autor: Jack Clifford
Producent: Prentice Hall
ISBN: 9780133391909
Rok produkcji: 2014
Ilość stron: 192
Oprawa: Twarda
Waga: 0.42 kg

Recenzje: Generation Alt - Jack Clifford