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.

Investing

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

Main article: Outline of tax considerations for investors

• 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

Non-US domiciles

See also: Outline of non-US domiciles