About this source
The time-tested strategy for successful investing through index funds and understanding market behavior.
Frameworks extracted
11 totalFINongoing
The Rebalancing and Tax Harvesting System
Systematically maintain your target allocation while capturing tax benefits
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The Smart Beta and Factor Tilt Framework
Enhance index returns with disciplined tilts toward proven risk factors
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The Dollar-Cost Averaging Discipline
Invest fixed amounts at regular intervals to buy more shares when prices are low
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The Diversification Imperative
Spread risk across assets so no single failure can devastate your wealth
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The Four-Factor Valuation Model
Four determinants that establish what any stock is fundamentally worth
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The Behavioral Bias Defense System
Identify and counteract the cognitive biases that destroy investment returns
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The Bubble Recognition Framework
Learn the recurring patterns of speculative manias to protect your wealth
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Lifecycle Investment Guide
Adjust your asset allocation as you age from aggressive to conservative
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The Index Fund Core Strategy
Build your portfolio around low-cost total market index funds
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Firm-Foundation vs. Castle-in-the-Air Theory
Two competing theories of value: intrinsic worth versus crowd psychology
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The Random Walk Investment Philosophy
Stock prices move unpredictably, so stop trying to outsmart the market