Index Investor Book Store

From time to time, our readers have asked us to put together all of the articles we have written on different subjects in a single collection. We offer three different books that do just this. They are available in both electronic (pdf) and paper formats.

The Index Investor Guide to Asset Allocation is available in six separate editions for investors whose functional currencies include Australian, Canadian, and U.S. dollars, Euro, Yen, and Pounds Sterling. It covers our recent writing on five key questions:

1. Do you know how much money you need to save to achieve your goals?
2. What rate of return do you need to earn on your portfolio to accumulate this amount?
3. How should you divide your investments between different asset classes to maximize your probability of realizing this rate of return, while taking on as little risk as possible?
4. How should you divide your assets between different accounts to minimize your tax liability?
5. How often should you review and rebalance your portfolio?

This book also includes our current target real return model portfolios, and costs U.S. $25. For the book's table of contents, click here. For an excerpt, click here. To order it, click here.

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Our second book, Indexing Versus Active Management: The Trial of a Prudent Investor tells the story of the fictional civil trial of Mr. Smith. He has invested all of his pension plan's assets in index products and has been accused of acting imprudently by Ms. Johnson, a leading advocate of active investment management. The reader is a member of the jury in this trial, and is asked to weigh the evidence presented and render a verdict at its end.

This book costs U.S. $19.95. For its table of contents, click here. For an excerpt, click here. To order it, click here. Please note - this 2004 edition is now only available in pdf format. We are currently editing a new edition.

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If you purchase a paper copy of any of our books, it will be delivered by Global Priority Mail. If you purchase an electronic (pdf) version, we will email it to you within 24 hours of your purchase. The delay is caused by our (unfortunate) need to take additional security measures to limit piracy and protect our copyrighted materials. Thank you for your patience and understanding.

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Click here to purchase.