Opportunity Investing: How to Profit When Stocks Advance, Stocks Decline, Inflation Runs Rampant, Prices Fall, Oil Prices Hit the Roof, … and Every Time in Between

Chapter 13. Reviewing Our Array of Opportunity Strategies

This chapter reviews the key concepts discussed in this book. I suggest that you use these as an ongoing guide to your investment decisions.

Evaluate your own life situation, acceptable risk levels, and investment goals so that you can establish appropriate portfolios.

Ideally Achieved Investment Goals

At retirement, your investment portfolio should be of a size that is a minimum of 20 times the amount of your annual living expenses, after you deduct income from Social Security, pension plans, and any employment you may still have. Ideally, to allow for taxes and loss of purchasing power because of inflation and to avoid ongoing depletion of your capital, your investment assets should be 40 ...