Index

American Association of Individual Investors
Annuities
Approximate growth-adjusted DCA formula
Arithmetic mean
Asset allocation strategies

Beta
Black Monday
Bonds
Buy-and-hold strategy

Capital gains tax
cap
deferring
Closed-end mutual funds
Compounding
Constant-ratio plans
Constant share (CS) purchase strategy
Contrarian strategies
Corporate bonds
Correlation coefficient

Deferred gains
example of
Distribution
of eight-year stock returns
of four-year stock returns
of market returns
of one-year stock returns
of random stock returns
standard normal
Diversification
time
Dodge & Cox Stock Fund
Dollar cost averaging (DCA)
definition of
example of
fixed amount
growth-adjusted
growth equalization of
internal rate of return
investment
frequencies
return and taxes
targets
long-term problems with
over five-year periods
over one-year periods
readjustment of
spreadsheet for
short-term performance of
table
versus VA
Donnelly, Barbara
Down-shifting risk

Effective annual rate
Effective tax rate
Efficient market view
Equity mutual funds
ETFs
Exact growth-adjusted DCA formula
Excel updates
Expected compound return
Expected return
distribution of
and risk

Fama, Eugene
Financial calculator
for annuity
for lump sum
for readjustment
for ten-year readjustment
Financial planners
importance of
notes for
Fixed-amount rules
Fixed-dollar strategies
Formula strategy
and automatic timing
definition of
and market timing
and overreaction
French, Kenneth R.
Frontiers of Finance

Geometric mean
Government bonds
Growth
adjustments
equalization
strategies
Growth-adjusted strategies
comparison of
dollar cost averaging
value averaging
Guidelines

Head-Start VA formula
Herd mentality, avoiding
Histogram
definition of
distribution of eight-year stock returns
distribution of four-year stock returns
distribution of one-year stock returns

Index funds
Inflation
Inflation adjustments to strategies
Internal rate of return
Internet. See Web-based investing
Investment frequency
IRA

Linear strategies (VA)
Log-normal distribution
Lotus 1-2-3
Lump-sum investments
example

Markese, John
Market. See also Overreaction
changing dynamic of
correction
efficiency
level, 1932 figures
level, 1954 figures
parameters
returns
distribution of
expected
over time
VA versus DCA
risk
and expected returns
and standard deviation
timing
and formula strategies
MATCH
Mean
Mean reversion
Monte Carlo simulations
Mutual funds
closed-end funds
expense ratios
financial planners’ notes for
index
information on specific
to launch strategy
retirement account
side
using split investment fund
versus stocks
value path for
example
Web-based
Myers, Stuart C.

Net average cost
Normal diffusion
Normal distribution
No-sell value averaging

Overreaction
data review of
and mean reversion
why matters

Periodic investments. See Annuities and DCA
Pooling brokers
Pure value averaging

Quattro Pro

Randomness
Random number
Random simulation
Random walk
Rate of return. See Return, rate of
Readjustment
of dollar cost averaging
of value averaging
of value path
Retirement account
Return
average investment (1926-1991)
and compounding
distribution of random stock
expected
over time
rate of
after tax
annualizing
comparison of
for five-year periods
for one-year periods
internal (IRR)
no-sell value averaging
strategy comparisons for
using various investment frequencies
VA versus DCA
Risk
and beta
definition of
down-shifting
and expected returns
premium
and standard deviation
Riskless investments

Side fund
Simulations
constructing
example
five-year, results of
twenty-year, results of
updated
what and how
why
Single growth factor DCA formula
Split investment fund
Spread
Spreadsheet
dollar cost averaging
readjustment
simulation
value averaging readjustment
Web site downloads
Standard deviation
Standard normal random number
Stochastic calculus
Stock index funds
Stock market (also see below)
consecutive period performance of
recent performance of
ups and downs of
Stock price levels, 1926-89
monthly
Stock returns
distribution
expected future
of eight-year
of four-year
of one-year
historical
annual
four-year periods
monthly
Strategy comparisons
Studentized Range
Summers, Lawrence
SWITCH

Tax considerations
deferral
limiting
taking advantage of
with value averaging
Telephone switch privileges
Time diversification
Time value of money
Timing
automatic
market
Transaction costs
Treasury bills
Treasury bonds
Twentieth Century Select Fund
2006 Notes

Uniformly distributed random numbers

Value averaging
versus DCA
definition of
example of
investment frequencies and
long-term performance of
no sell
readjustment
readjustment spreadsheet for
short-term performance of
tax considerations of
updates
value path for
Value path
alternate method
example
flexible variations on
formula
readjusting
setting up
Vanguard Index Trust
Vanguard Quantitative Portfolio
Vanguard Star Fund
Variability
Variable-ratio plans
Volatility (also see Risk and Variability)

Wall Street Journal
Web-based investing
Web downloads