The Elements of Investing: Easy Lessons for Every Investor, Updated Edition
by Burton G. Malkiel, Charles D. Ellis
INDEX
A
Accumulated savings, absence, 25–26
Active management, 139
Active managers, performance, 35
Actively managed bond funds, performance, 43
Actively managed mutual funds
annual returns, S&P 500 annual returns (comparison), 36
performance, S&P 500 index performance (contrast), 35
Adams, Scott, 6
After-tax returns, measurement, 88
AIG, bankruptcy, 54
Annuities
advantage, 113
fixed-income investments, 113–114
Anxiety reduction, diversity (impact), 100
selection, 112
Asset allocation, of portfolio, 134
Asset classes
risk reduction, 57
Asset types, diversification, 152
Astrologists, impact, 78
AT&T bonds, 147
Australian bonds, 146
Auto insurance
deductibles, 21
shopping technique, 19
B
Baruch, Bernard, 34
financial meltdown avoidance, 75
portfolio, performance, 75
Bid prices/asked prices, spreads, 37–38, 44
Blue-chip stocks, vs. U.S. bond portfolio, 147
Bogle, John C., 165
Bond diversification strategy, 142–148
Bond index funds
data, 120
investment percentage, 49
usage, 43
Bond prices vs. stock prices, 132
Bonds
addition, 108
diversifier, 148
focus, 103
foreign, 146
issuers, financial deficiency, 43
markets, movements, 66
overweighting, 105
portfolios, 148
price, increase, 70
purchase/hold, 30
tax-exempt, ...
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