Table of Contents
Introduction 1
Part I: The (Mostly) Nonviolent Indexing Revolution 7
Chapter 1: What Indexing Is and Isn’t 9
Chapter 2: A Short History of the Index and Index Investing 19
Chapter 3: Why Indexing Works — and Works So Darned Well 33
Chapter 4: Why Everyone Isn’t Indexing 45
Chapter 5: A New Era Begins: ETFs and Alternative Indexes 59
Part II: Getting to Know Your Index Fund Choices 73
Chapter 6: The Basic Index Investing Components 75
Chapter 7: Investing in Stock Indexes: Your Gateway to Growth 95
Chapter 8: Investing in Bond Indexes: Protecting Your Principal 133
Chapter 9: Diversifying Your Portfolio with Commodity, REIT, and Other Indexes 151
Part III: Drawing a Blueprint for Your Index Portfolio 171
Chapter 10: Finding a Happy Home for Your Money 173
Chapter 11: Developing Your Broad Investment Goals 185
Chapter 12: Fine-Tuning Your Index Selections 197
Chapter 13: Mixing and Matching Passive and Active Investing 209
Chapter 14: Making Your Final Investment Decisions 225
Chapter 15: A Bevy of Sample Index Portfolios 233
Part IV: Ensuring Happy Returns 245
Chapter 16: Buying and Holding: Boring, But It Really Works 247
Chapter 17: Seeking Additional Assistance from Professionals Carefully 259
Part V: The Part of Tens 269
Chapter 18: Ten Ways to Deal with the Temptation to Beat the Market 271
Chapter 19: Ten Ways to Screw Up a Perfectly Good Index Portfolio 277
Chapter 20: Ten Q & As with John Bogle, Father of Index Investing 281
Part VI: Appendixes 287
Appendix A: A Select List of Index Mutual Funds 289
Appendix B: A Select List of Exchange-Traded Funds 297
Appendix C: Helpful Web Resources for the Smart Index Investor 315
Index 321