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Index

Modigliani-Miller theorems, 74 moderately aggressive risk capacity, 219, 241-43, 250–51 Modern Portfolio Theory, xv, 67, 73-74, 215, 226, 290 Modigliani, Franco, 74 Monte Carlo simulations, 270-71 Montier, James, 31 Morgan, J.P., xi, xiii Morningstar, 45-46, 95-96, 117, 120, 123, 130, 145, 149, 157-58, 160 most aggressive risk capacity, 217, 241-43, 248-49 mutual funds. See also manager performance; style drift Fidelity Funds, 138, 142 historical returns, 37, 138-41 return discrepancies, 120-22 style drift of, 138, 142-45 tactical allocation, 146-47 Vanguard Funds, 70-71, 142-43, 154, 157-58, 161, 234, 236, 287-88 N net worth, 32, 181, 211 news and information effects, 25, 107-10, 190, 195-96, 258 newsletters, 103 Nobel Prize in Economics, 56, 59, 64-65, 67, 73, 75, 187, 226-27, 238 O Odean, Terrance, 84-85 P Pascal, Blaise, 165 passive investing. See also index funds; registered investment advisor roles active investing vs., xix–xx, 28–30 advisors, xiv-xv, 43-46, 260-61 definition, 29-30 emotions-based investing vs., xiv-xv, 24-25, 31-38 overview, 24-25, 258-59

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