Value Averaging: The Safe and Easy Strategy for Higher Investment ReturnsMichael Edleson first introduced his concept of value averaging to the world in an article written in 1988. He then wrote a book entitled Value Averaging in 1993, which has been nearly impossible to find-until now. With the reintroduction of Value Averaging, you now have access to a strategy that can help you accumulate wealth, increase your investment returns, and achieve your financial goals. |
Contents
Market Risk Timing and Formula Strategies | 3 |
Distribution of Market Returns | 9 |
MARKET TIMING AND FORMULA STRATEGIES | 20 |
Copyright | |
14 other sections not shown
Common terms and phrases
accumulated achieve actual adjust after-tax Annualized Rate averaging returned Avg Return beta bonds bull market capital gains cash flows Chapter closed-end funds compound constant share cost averaging strategy DCA strategy dollar cost averaging example expected inflation expected return expected value Figure final value formula plan formula strategies future grow growth factor growth-adjusted higher returns increase index fund inflation rate investment amount investment contribution investment goal investment periods investment plan investment returns investors Larry Larry's long-term market returns MATCH mean reversion money market fund month monthly investment monthly return mutual fund no-sell normal distribution outcomes performance portfolio value quarter random numbers random walk rate of return readjustment Return IRR risk share price share purchases shown side fund Simulation Runs spreadsheet standard deviation stock market stock returns Table target value V₁ value averaging strategy value goal value path formula variability volatility