Index

A Random Walk Down Wall Street, 74, 119, 130

Abercrombie & Fitch, 169

accountants for tax advice, 52

actively managed bond funds, 88

actively managed mutual funds/units trusts, 34, 38, 39, 40

12B1 fees, 42, 43, 45

expense ratios, 42–43

futility of trying to pick top funds, 46

global fund fee comparisons, 54

Morningstar five-star funds, 46–47

odds of beating indexes, 38–40

percentage in taxable U.S. accounts, 44

sales commissions, 44

survivorship bias, 40–41

tax inefficiency of, 45

trading costs, 43

advisers' sales rhetoric, 180

Alfawicki, Dave, 130

Ali, Muhammad, 33

Amazon.com, 74, 144

American Express, 52

Andrewhallam.com, 118

Apple, 80, 161, 163

AssetBuilder, 51, 94

Automobiles, 10

BMW, 7, 9, 24

car-purchasing strategies, 9–11

cars purchased by millionaires, 7–8

Jaguar, 1, 2, 7

Mazda, 14

Mercedes-Benz, xviii, 7, 14

Toyota, 7, 10, 11

back-fill bias, 154, 155

backward view of the markets, 77

Bacon, Kevin, 142

balanced allocation, 80

balanced funds, 106, 107, 109, 110

American Balanced Fund, 106, 107

BMO NB Balanced Fund, 109, 110

CIBC Balanced Fund, 109

Fidelity Balanced Fund, 106, 107, 122n2

RBC Select Balanced Portfolio Fund, 110

Scotia Canadian Balanced Fund, 110

T. Rowe Price Balanced Fund, 106, 107, 127, 151

TD Bank Balanced Fund, 109, 110, 111, 113, 114

Berkshire Hathaway, 77, 171

Bhatt, Neerav, 119, 121

Blodgett, Henry, 73

Bogle, John, 45, 62, 82, 135

bohemian millionaire, 23–26

brokerage fees, 113

brokers/advisers as salespeople, 129, 132, 135

Buffett, Warren, 7

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