Sigma Investing: Advanced Investing Topics

Information and analysis on advanced investing topics like rebalancing, value averaging and leverage.

Advanced Investing Topics

Sigma Investing explains how to adjust the allocations of your portfolio as you approach retirement and beyond.

Some analysis of the value of rebalancing from historical data from the last 30 years.

Analysis of the S & P 500 market over the last 70 years to determine optimal DCA strategies.

A new idea that has some potential to boost the return of standard index funds.

A description of a blended fund offered by Vanguard that provides a simple but very effective retirement investing plan.

Value averaging is a formula-based investing strategy that can boost your portfolio’s returns.

Leveraging your portfolio can enhance returns but it will increase the volatility of your returns.

An overview of the expenses at some of the lowest cost index funds and ETFs in a variety of asset classes.

An examination of the issues with attempting to include market timing in your asset allocation decisions.