Notes Index Starting from June 25, 2009

Notes starting from September 12, 2009 include:
Fixed Allocation Investors; Sometimes Yes, Sometimes No; Outstanding Site; Avoid Rebalancing; Historically Typical P/E10; Expensive Market; How Often to Buy and Sell?; Is $200000 Enough?; Hand Calculations for a Dividend Blend; When P/E10=19; Capitalization Weighting; What Is Capitalization Weighting?; A Fine Point; Free Lunches for Everyone; While Working on a Prototype; Still Safe at 5%; Refusing to See the Obvious; Confidence Limits; Dividend Modeling; A Time for Skill; Predictability and Dividends; Real Growth of Dividends. [more to follow]
Notes starting from September 12, 2009

Notes starting from August 10, 2009 include:
Powerful Combination; Take Your Lumps Early; Early Gains; Dollar Cost Average or Lump Sum?; Lump Sum or Valuation Informed Indexing?; Reckless Bets; Risk Adjusted Returns; Keep an Eye on Your Objective; Remember ElLobo’s Trick; Why Dividends Are Better; The Candyland Hypothesis; Equal Weighting versus Capitalization Weighting; Money on the Sidelines; Mental Exercise; Dangerous Market; Characterizing ADVDX; Adjustments for Taxes; Income Streams; Not Simply Total Return; Something Subtle; Don’t Get Caught; Intrinsic Value; Primitive Monte Carlo Simulations.
Notes starting from August 10, 2009

Notes starting from July 18, 2009 include:
Two in the Bush; July 2009 Inflation; Financial Services; Why DVY?; The Valuation Informed Indexing Advantage; More about the VII Advantage; Simple Valuation Informed Indexing; Simple VII Sensitivity Study; Switching C Variants; Current Research R; Allocation Switching Graphs; Understating the Advantage of VII; P/E10=18 Almost; Valuation Informed Indexing Details; 6% for the Early Retiree; You Need an Anchor.
Notes starting from July 18, 2009

Notes starting from June 25, 2009 include:
Statistical Sameness; Rob Bennett on ABC; Lesson From Switching C; Understanding Switching D; DVY Continues to Disappoint; Opaque; Take 6%; Take 6% with Valuation Informed Indexing; Continuing Withdrawal Rates (July 2009); Looking at DVY; Failed Already; Lessons from the SWR Translator; Year 2000 Investments; Year 2000 Return Sequence; Permission Granted; Benjamin Graham on Timing; Computers and Timing; Exciting Conversation; Index Fund Comparisons; From the SWR Translator Graphs; Finite Liquidation Strategies; Investor’s Prayer.
Notes starting from June 25, 2009

Notes Index starting from November 23, 2007

Notes Index starting from November 23, 2007

Notes Index through October 2007

Notes Index