Index

Active investing

Age. See also Time horizon

and asset allocation
expenses associated with
and life expectancy

Annuities

Asset allocation. See also Bootstrap analysis

active investing
age, problems with as rule of thumb
benchmark as
benchmark distinguished
equities. See also Equities
flexible
importance of
passive investing
sectors
static
stock selection
sub-asset allocation
tactical
and time horizon. See also Time horizon

Asset classes

bonds. See Bonds
equities. See Equities
gold
price volatility
real estate

Balance sheet, App. D

Bear markets

benchmark risk
followed by bull market
and importance of broad benchmark
in and out investing
moving out of stocks
and passive investing
and stock returns
volatility risk

Behavioral finance

Benchmarks

bonds
broad benchmarks
and cash flow needs. See Cash flow
changing
described
indexes
as long-term asset allocation decision
outperforming
overview
purpose of
return expectations. See Returns
risk and return characteristics
selecting
sticking with
and time horizon
underperforming

Bond indexes

Bonds

asset allocation. See also Asset allocation
in benchmark
described
versus equities
and inflation
in and out investing
interest as source of cash flow
interest rate risk
junk bonds
municipal bonds
and portfolio survival
risk
US Treasurys
volatility

Bootstrap analysis

Bottom-up investing

Budgets

Buffett, Warren

Bull markets

and beating benchmark
in and out investing
and risk

Business ...

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