Index
American Association of Individual Investors, 25
Approximate growth-adjusted DCA formula, 74
Asset allocation strategies, 2
Black Monday, 151
Capital gains tax
cap, 114
Closed-end mutual funds, 188
Constant-ratio plans, 2
Constant share (CS) purchase strategy, 28, 30–36, 37–38, 48, 52, 127, 162–164, 168
Contrarian strategies, 144, 147
Correlation coefficient, 190
Distribution
of eight-year stock returns, 13
of four-year stock returns, 12
of one-year stock returns, 11, 18
of random stock returns, 124, 125
standard normal, 17
Diversification, 9, 34, 169–170, 174, 175, 190
Dodge & Cox Stock Fund, 175
Dollar cost averaging (DCA), 25–26, 36–37
example of, 26–28, 49, 202–214
growth equalization of, 35–36, 56
internal rate of return, 28, 29
investment
frequencies, 163, 164, 166–167, 179–180
long-term problems with, 34–36, 71
over five-year periods, 32–34, 49
readjustment of, 63–71, 205–213
short-term performance of, 28
Donnelly, Barbara, 150
Effective ...
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