Table of Contents

PART ONE The Investor: Psychological Traits of the Masters CHAPTER 1 Investment Masters: The Quintet 3 CHAPTER 2 The Eight Great Traits 9 1. Breadth: Taking in Information 9 2. Observation: Retaining Details 10 3. Objectivity: Thinking Clearly 10 4. Discipline: Being Consistent and Organized 12 5. Depth: Thinking in Focus and Independently 13 6. Creativity: Seeing the Big Picture and Using Metaphors 14 7. Passion: Maintaining Deep Devotion to the Subject 15 8. Flexibility: Being Open to Change, Going with the Flow 15 CHAPTER 3 Secrets of the Masters: Complexity 17 CHAPTER 4 Self-Diagnosis 23 Extravert (Breadth)/Introvert (Depth): The Energy Source 24 Sensing (Observation)/Intuiting (Creativity): What People Pay Attention To 26 Thinking (Objectivity)/Feeling (Passion): How People Make Decisions 28 Judging (Discipline)/Perceiving (Flexibility): How People Choose to Live 30 Self-Testing 33 CHAPTER 5 Strengthening One's Abilities: Drop and Give Me 50 35 Extraverts and Introverts: Stretching Exercises 36 Sensing and Intuition: Stretching Exercises 39 Thinking and Feeling: Stretching Exercises 42 Judging and Perceiving: Stretching Exercises 44 Striking a Balance 46 CHAPTER 6 The Ideal Investment Personality 47 CHAPTER 7 The Typical Investment Personality 51 PART TWO The Investment Team: Collaborative Techniques CHAPTER 8 Teamwork Today? 67 CHAPTER 9 Golden Gloves or Golden Rule? 75 CHAPTER 10 Tools for Investment Teams 81 Identifying Preferences 82 Getting a Team Working Together 84 CHAPTER 11 Case History: Collaboration for a Money Management Team 89 CHAPTER 12 Temperaments and Teams: Implications for the Markets 97 The Guardian (SJ): Lions Rule the Kingdom 100 The Rationalist (NT): The Wise Old Owl 102 The Adventurist(SP): The Wily Fox 103 The Idealist(NF): The Compassionate Dolphin 105 CHAPTER 13 Temperament and Client Service 109 PART THREE The Creative Investment Team: Tools for Enhancing Creativity CHAPTER 14 Brainstorming for the Masses 121 CHAPTER 15 The Creative Investor: Taming the Critics 129 CHAPTER 16 Creating a Safe Place 139 Exercises: Creating a Safe Place 148 CHAPTER 17 Guidelines for Safety 151 Exercise 157 Tools for Enhancing Creativity: "ACROBAT"160 CHAPTER 18 "A"Is for Assume Nothing 161 Exercise 1: Overconfidence Quiz 166 Exercise 2: Clean Slate 167 CHAPTER 19 "C"Is for Change Gears 169 CHAPTER 20 "R"Is for Risking Discomfort 175 Exercise 179 CHAPTER 21 "O"Is for Omit Either/Or Thinking 185 Exercise 189 CHAPTER 22 "B"Is for Borrow from Other Disciplines 191 Exercise 193 CHAPTER 23 "A"Is for Ask for Help 195 Exercise 201 CHAPTER 24 "T"Is for Tools and Techniques 203 CHAPTER 25 Getting Personal 213 Exercise: What Kind of Investor Are You? 222 PART FOUR The Intuitive Investor: Whole-Brained Investing CHAPTER 26 Quantum Investing 225 CHAPTER 27 Waves and/or Particles 231 CHAPTER 28 The Case for Intuition 235 CHAPTER 29 Operating on All Cylinders 241 Index 251

About the Author

JIM WARE is a chartered financial analyst who has been a research analyst and portfolio manager for Allstate Insurance Company. He has also delivered speeches on the connection between creativity and business for audiences around the world, including the Association for Investment Management and Research. A dynamic speaker, he incorporates his knowledge of Jungian psychology into his substantial business background. He has a degree in philosophy and an MBA in finance from the University of Chicago.

Reviews

"The Psychology of Money is a well-written and entertaining book that challenges money managers and individual investors to rethink their view of the investment decision-making process."(Financial Analysts Journal) "This book should be read by everyone!" (Mimi Lord, Morningstar Senior Editor)