Outline of investing

The following outline is provided as a topical overview of investing: The prerequisite financial planning and personal finance is covered in Outline of financial planning.

Beginning steps

 * Getting started
 * Importance of saving early
 * Investing with a medium-term timeline

Risk and return

 * Risk tolerance
 * Behavioral pitfalls
 * Investment risk management
 * Risk and return
 * Risk and return: an introduction
 * Risk and return: application
 * Historical and expected returns

Asset allocation

 * Prioritizing investments
 * Asset allocation
 * Asset allocation in multiple accounts
 * Investment policy statement
 * Lazy portfolios
 * Three-fund portfolio
 * Vanguard four fund portfolio
 * Slice and dice
 * Slice and dice international
 * Value tilting - stock
 * How to build a lazy portfolio
 * Approximating total international stock market
 * Approximating total stock market
 * Approximating Vanguard target date funds

Investing cash flows and rebalancing

 * Systematic investing
 * Dollar cost averaging
 * Value averaging
 * Rebalancing

Tax considerations

 * Tax-efficient fund placement
 * Tax gain harvesting
 * Tax loss harvesting
 * Tax-adjusted asset allocation

Using spreadsheets

 * Using a spreadsheet to maintain a portfolio
 * Using open source software for portfolio analysis

Using advisors

 * Investment adviser
 * Financial planner