Valuation-Informed Indexing --
Index Investing and Valuations

Valuation-Informed Indexing is a new approach to index investing that calls for changes in asset allocations in response to changes in stock valuations.

This page sets forth brief descriptions of and links to pages at the PassionSaving.com site that discuss the Valuation-Informed Indexing approach to investing.

Indexing Without the Emotional Baggage
Index Investing and Valuations Article #1 -- If indexing is to survive, we need to disassociate it from the failed Passive Investing idea.

The Case Against Valuation-Informed Indexing
Index Investing and Valuations Article #2 -- Here are 20 arguments you need to think over before going down the path recommended at this site.

Twelve Tenets of Valuation-Informed Indexing
Index Investing and Valuations Article #3 -- Valuation-Informed Indexing is the exciting new approach to investing developed in the Financial Freedom Discussion-Board Community as a result of the insights into what the historical stock-return data really says that we developed together during The Great Safe Withdrawal Rate Debate. This article lists and briefly describes the twelve key tenets of this new approach, an approach that will permit middle-class investors to attain financial freedom years sooner, presuming that stocks perform in the future somewhat in the way in which they have always performed in the past.

The How-To of Investing the Valuation-Informed Indexing Way
Index Investing and Valuations Article #4 -- Nine practical steps leading to a more realistic approach to indexing.

Passive Investing Is Dangerous
Index Investing and Valuations Article #5 -- Passive investing sounds too good to be true. I wonder why.

Rational Investing vs. Passive Investing
Index Investing and Valuations Article #6 -- Irrational investing is a habit hard to break.

Investing Basics Even the Pros Don't Understand
Index Investing and Valuations Article #7 -- Get the basics right, and it is likely that you will be at least a reasonably successful investor, even if you never manage to get fully up to speed on a lot of the finer points of successful investing. Fail to develop a sure grasp of the fundamentals, and the effort you direct to learning the fine points will likely not help as much as you hoped.

The Six "Must Know" Rules
Index Investing and Valuations Article #8 -- "Stocks Rock!" and five others.

Simple Investing
Index Investing and Valuations Article #9 -- Sometimes you are not told things you very much need to know by those pushing simple investing approaches.

Pros and Cons of Index Investing
Index Investing and Valuations Article #10 -- Index investing makes sense in many circumstances. But the purist approach followed by many indexers today, an approach in which the effects of valuations are ignored, does not.

Stock Picking for Indexers
Index Investing and Valuations Article #11 -- Indexing and stock picking work well together.

Stock Crash Facts
Index Investing and Valuations Article #12 -- A stock crash is a rare event, right?

Yes and no.

Ordinarily, that's very much the case. When we are at the sorts of stock valuation levels that apply today (this article was written in September 2006), though....

Stock Boom Facts
Index Investing and Valuations Article #13 -- The good side of a stock crash is that it sets the stage for the stock boom to follow. It's not too early to begin preparing for the next big upward move.

Market Timing -- What Works and What Doesn't
Index Investing and Valuations Article #14 -- Those practicing long-term market timing are neither bulls nor bears -- we’re dolphins!

Investing Research and the Tricky Tricks Used to Trick You
Index Investing and Valuations Article #15 -- Investing research parades as science, but much of it is better described as science fiction.

The 10 Most Common Objections to Following a Realistic Investing Strategy
Index Investing and Valuations Article #16 -- Why most of us resist the common-sense voice telling us to follow a realistic investing strategy.

IBonds Are Cash, New and Improved!
Index Investing and Valuations Article #17 -- Cash isn't just for sissies anymore! With creation of the new ibonds investment class, cash can be effectively put to the service of strategic investing purposes.

Amazing IBonds Tricks!
Index Investing and Valuations Article #18 -- Things you can do with IBonds that you cannot do with stocks.

Cash Is King -- I'll Prove It With Numbers
Index Investing and Valuations Article #19 -- I can show that cash is king by comparing the return available with the likely long-term return for stocks purchased at today’s valuation levels.