Chapter 1: Create Income from Investment Assets – “Basic Principle #1“
- Work to Create Income from Investment Assets vs. from Working at a Job
- You Must Know the Difference Between an Asset and a Liability
- You Must Become Financially Literate
- Create and Manage Your Own Business
- Take Advantage of Taxes and Utilize the Power of Being a Corporation
Chapter 2: Allocate Investment Assets by Buckets – “Basic Principle #2“
- Background on Bucket Investing.
- Bucket #1 Investments – A Safe Secure Financial Base for Emergencies & Early Retirement Income.
- Bucket #2 Investments – A Low Risk Financial Building Block for Economic Downturns & Late Retirement Income
- Bucket #3 Investments – A More Risky, but Higher Growth, Long Term Financial Engine for Feeding Buckets #1 & #2, and Passing Wealth to Heirs
Chapter 3: Invest in and Reallocate Investment Assets Consistent with Key Financial Growth & Risk Factors – “Basic Principle #3“
- Comment on “Investing” versus “Trading”
- Key Factors that Affect a Financial Asset’s Risk Adjusted Growth
- “Investing” Guidelines to Maximize the Financial Portfolio’s Risk Adjusted Growth
- Investing Guideline #1: Asset Allocation and Reallocation/Rebalancing Consistent with a Country’s Wealth & Power Position
- Investing Guideline #2: Asset Allocation and Reallocation/Rebalancing Consistent with the Long Term Debt and Four Turnings Cycles
- Investing Guideline #3: Asset Allocation and Reallocation/Rebalancing Consistent with a Country’s Inflation and Economic Activity Indicators
- “Trading” Guidelines to maximize the Financial Portfolio’s Risk Adjusted Growth
- Governmental Shifts affecting a Financial Portfolio’s Risk Adjusted Growth
- How the Federal Government (FED) “controls” economic activity by controlling the availability of Debt Financing for Companies’ growth
- The results of the FED’s actions creates economic cycles that can be used to time investment and reallocation/rebalancing activities
- Using the FEDs activities to guide timing for reallocation/rebalancing
Chapter 4: Selecting the Right Real Estate Investments
Chapter 5: Selecting the Right Stock Investments
- Growth vs. Value Stocks
- What to hold in various Market Cycles
- Selecting Specific Stocks (2020)
- On-Line Shopping Trend