Wise Money: Using the Endowment Investment Approach to Minimize Volatility and Increase Control

by Wildermuth, Daniel

• ISBN13: 9780071798044
• ISBN10: 0071798048
• Edition: 1st
• Format: Hardcover
• Copyright: 2012-07-31
• Publisher: McGraw-Hill Education

Summary

A personal investing guru's tutorial on endowment investingone of the most successful strategies of the downturn While individual investors have struggled in recent years, college endowments have been very successful. These organizations recognized years ago the limitations of traditional investment approaches, which depend so much on stocks and bonds. So they developed a unique approach that increases returns anddecrease volatility. Now, in Wise Money, bestselling personal finance author Daniel Wildermuth reveals the investing world's biggest secret, providing the information you need you replicate the success endowment investors have been enjoying for years. Daniel Wildermuthis founder and CEO of investment brokerage firm Kalos Capital Inc.

Table of Contents

From the Author	p. vii
The Need for a New Strategy	p. 1
The Standard Investment Approach	p. 9
The Endowment Model	p. 17
Results	p. 29
Recognizing Opportunity	p. 37
Investor Needs	p. 47
Domestic Equities	p. 67
International Equities	p. 85
Real Assets	p. 101
Private Equity: A Stronger Move into Nontraditional Asset Classes	p. 149
Absolute Return	p. 167
Miscellaneous Types of Investments	p. 185
Fixed Income	p. 199
Putting It All Together	p. 221
Endnotes	p. 235
Index	p. 247
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