Index

  • active investing 157–160
  • actively managed ETFs 90
  • actively managed mutual funds 84–85
  • activism and investing 135–136
  • Adeney, Peter, Mr. Money Mustache blog 104
  • advisers, investment 37
  • alt coins 179–180
  • alternative investments 95–96
  • Amsterdam Stock Exchange 72–73
  • annual fees 196
  • Aristocrats 101
  • asset allocations 193–195
  • ASX 200 index 86
  • ‘automating money’ brick 59–60
  • avalanche method of debt reduction 57
  • average returns, getting 167

 

  • balance sheets 114
  • balancing portfolios 163–165
  • barista FIRE 105
  • base points 38
  • bear markets 116
  • Beta 120–121
  • better world, creating a 17–18
  • Bitcoin 177–178
  • Black Monday Crash (1987) 30
  • Black Tuesday (1929) 23–25
  • BlackRock U.S. Carbon Transition Readiness ETF 134
  • blended funds 103
  • blockchain technology 177
  • blue Chip stocks 82
  • Bogle, John (Vanguard Group) 85–86, 160
  • boiler rooms 180
  • bond ETFs 89, 162
  • bonds 82–83
  • broad international market index 162
  • broad US market index funds 161
  • budgeting 49–54
  • Buffett, Warren 93–94
  • built‐in inflation 6
  • bull markets 116
  • Burners 101
  • buttonwood agreement 75
  • ‘buy and hold’ 151

 

  • Calculations 101–102
  • candle stick charts 160
  • capital gains 100
  • cash flow 114
    • — checking 49–54
    • — management method 51
  • casino gambling 33
  • chessboard and rice story 9
  • choice in investing 132–133
  • cigarettes and retirement funds 126
  • commodities 95
  • company earnings and report cards 114–115
  • compounding interest 9–12
  • concentration risk 119
  • cost‐push inflation 6
  • COVID‐19 Crash (2020) 32
  • crashes in stock market 28–32
  • credit risk/default risk 119
  • cryptocurrency 176–178
    • — alt coins 179–180
    • — downsides of 178–179
  • currency market 175
  • cyclical stocks 117

 

  • daily stock price movement 113
  • data scales 43
  • day trading 171–172
  • ‘debt reduction’ brick 55–59
  • demand‐pull inflation 6
  • derivatives 173
  • discounted cash flow (DCF) method 158–159
  • dividends 101–103
  • dollar cost averaging 142–145
  • Dotcom Bubble (2001) 31
  • Dow Jones Industrial Average index 86
  • Dutch East India Company and tulips 71–73

 

  • earning seasons 114
  • economic growth 116–117
  • ‘emergency fund’ brick 60–62
  • emotional discipline 145–147
  • Environmental, Social and Governance (ESG)
    • — investing 17–18, 128
    • — risk rating assessments 132
  • ETFVOO graph 42–43
  • Ethereum 178
  • ethical, not being 166
  • ethical investing 127, 129–130
  • ethical vs greenwashing 134–135
  • exchange‐traded funds (ETFs) 88–90
  • expectations, unrealistic 202–203
  • expense ratios 196

 

  • fat FIRE 104
  • fear of missing out (FOMO) 147–149
  • fees 196–197
  • female‐led companies 129
  • female‐managed funds vs male‐managed funds 139–140
  • financial foundations, laying 48–49
  • financial freedom xxv–xxvii
    • — obtaining 16–17
  • financial independence, retire early (FIRE) investing 103–106
  • financial planners/advisers 198
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 133
  • 5 bricks foundation 48–63
    • — laying down 187–188
  • foreign exchange market 175
  • foreign exchange risk 120
  • foreign market ETFs 90
  • forex (FX) trading 175–176
  • 401(k) 14–15
  • fractional shares 41
  • freedom, financial see financial freedom
  • friend group, balancing 163–165
  • front‐ and back‐end fees 196
  • FTSE 100 index 86
  • fund managers, percentage beating market in 2021 139–140
  • fundamental analysis 158–159
  • fx fees 196

 

  • ‘gambling, investing is like’ myth 33–36
  • GameStop
    • — and FOMO 147–148
    • — and shorting 173–175
  • Gates Foundation 129
  • girl, investing like a 152–153
  • Global Financial Crisis (GFC) (2008) 31–32
  • goals, reaching faster 12–16
  • gold, importance to South Asians xx
  • greenwashing vs ethical 134–135
  • growth stocks 81

 

  • hedge funds 92–95
    • — shorting stocks by 174
  • high interest rates 118
  • ‘high‐interest debt reduction’ brick 55–59
  • horizon risk 119, 165

 

  • images of women xx
  • impact investing 129
  • ‘in vs out’ brick 49–54
  • income 114
  • income allocation table 52–53
  • index funds 84, 85–88
  • indexes 86
  • infant brain activity 16
  • inflation 117
    • — beating 5–8
    • — and purchasing power 7
  • inflation risk 119
  • initial public offerings (IPOs) 68
    • — assumptions about 201–202
  • interest rates, high 118
  • investing 79
    • — choosing where 195–199
    • — females in xxiii
    • — long term 150–152
    • — reasons for 5–19
  • investing bubbles 31
  • investing conversations, making normal 203–204
  • investing goals 188–189
  • ‘investing is complicated’ myth 36–39
  • ‘investing is like gambling’ myth 33–36
  • ‘investing like a girl’ rules 152–153
  • investing vs paying off mortgage 58–59
  • investment and activism 135–136
  • investment advisers 37
  • investment company platforms 198
  • investor profiles
    • — Charlie (25) 46
    • — Chrissy (29) 65
    • — Gloria (26) 124
    • — Jamie (27) 155
    • — Jenny (26) 184
    • — Lily (30) 137
    • — Lindsay (27) 97
    • — Mireia (22) 20–21
    • — Nicky (30) 168–169
    • — Rita (30) 107
    • — Sarah (23) 78
  • investor sentiment 115–116

 

  • jargon, complexity of 38

 

  • King, Dr Bronwyn 126
  • KiwiSaver 14–15

 

  • large cap stocks 82
  • lazy investor portfolio 160–167
    • — advantages of 165–166
    • — downsides to 166–167
  • lean FIRE 104
  • lemonade stand analogy 68–71
  • leverage 91
  • limit buy orders 200
  • liquidity risk 119
  • long‐term investing 150–152
  • longevity risk 119
  • ‘losing all your money investing’ myth 27–32
  • loss aversion 149
  • ‘lots of money to start’ myth 39–41

 

  • macro factors of market movements 116–118
  • male‐managed funds vs female‐managed funds 139–140
  • management fees 196
  • market ETFs 89
  • ‘market force’ 114
  • market movements 113–118
    • — macro factors of 116–118
  • market orders 200
  • market risk 119
  • media messages xxi–xxiii
  • mid cap stocks 82
  • money mindsets, unlearning 186–187
  • money and shame xxiii–xxv
  • mortgage, paying off vs investing 58–59
  • Mr. Money Mustache blog, Peter Adeney 104
  • Mrs Housing 41–42
  • mutual funds 83–85
  • myths about stock market 26–45

 

  • NASDAQ index 86
  • negative screening 131–132
  • NIFTY 100 index 86
  • nonfungible tokens (NFTs) 181–183
  • numbers, risk based on 120–121
  • NZ 50 index 86

 

  • Oatly, IPO of 201–202
  • online brokers, investing with 195–197
  • options trading 172–175

 

  • passive income 3
  • passive investing 141–142
  • passively managed index funds 85–88
  • pavlova making 47–48
  • points system for stocks 38–39
  • portfolios
    • — balancing 163–165
    • — checking 149–150
    • — rebalancing 201
  • positive screening 131
  • Protégé Partners 94
  • pump and dump schemes 180
  • purchasing power and inflation 7

 

  • ‘rainy day fund’ brick 60–62
  • ‘real estate investing is less risky’ myth 41–45
  • real estate investment trusts (REITs) 90–92
  • reasons for investing 5–19
  • Registered Retirement Savings Plans (RRSPs) 14–15
  • reinvestment risk 119
  • retirement, saving for 14
  • ‘retirement account’ brick 62–63
  • retirement plans 14–15
  • risk
    • — in lazy investing 163–164
    • — in stock market 27
  • risk profiles 190–192
  • risk vs return tradeoff 193–194
  • risks due to macro and micro factors 119–120
  • Robin, Vicky, Your Money or Your Life 103–104
  • robo‐advisers 199
  • Russell 2000 index 121–122

 

  • S&P 500 index 86
    • — 1981–2021 29
  • saving
    • — disadvantages of 7
    • — habits 14
  • scale effect on data portrayal 43
  • sector ETFs 89
  • sector stocks 82
  • security, obtaining 16–17
  • 7 steps to start with 186–200
  • shame and money xxiii–xxv
  • share prices, movement of 113–118
  • shares, buying 199–200
  • shares/stocks 80–82
  • shorting stocks by hedge funds 174
  • small cap stocks 82
  • snowball method of debt reduction 57
  • socially responsible investing (SRI) 128
  • speculative bubbles, warning signs of 35–36
  • speculative investing 34
  • spending, tracking app for 49–50
  • stock exchanges vs stock markets 74
  • stock market
    • — crashes in 28–32
    • — lemonade stand analogy for 70–71
    • — myths about 26–45
    • — risks in 27
    • — simplified 76
  • stock market vs stock exchanges 74
  • stock prices, movement of 113–118
  • stocks/shares 80–82
  • stop buy orders 200
  • stress about money 16
  • superannuation 14–15
  • supply and demand 114

 

  • tax obligations 203
  • technical analysis 159–160
  • Tesla shares 34–35
  • Thornton, Walter 23–25
  • three fund portfolio 160–167
    • — advantages of 165–166
    • — downsides to 166–167
  • tickers 93
  • timelines, risks based on 121–123
  • Tobacco Free Portfolios 126
  • transaction fees 196
  • tulips and Dutch East India Company 71–73
  • Twitter IPO 69

 

  • understanding investments 152
  • unemployment 117
  • unrealised gains 100
  • unrealistic expectations 202–203
  • US stock market 75

 

  • value‐based spending 51–54
  • Vanguard FTSE Social Index Fund Admiral Shares 133
  • Vanguard Group 85–86
  • Vanguard Total Bond Market Index Fund ETF 162
  • Vanguard Total World Stock Index Fund ETF 162

 

  • Wall Street 74–75
  • Wall Street Stock Market Crash (1929) 23–25, 29–30
  • where to invest 195–199
  • Women's rights, history of xix–xx
  • world, creating a better 17–18

 

  • Your Money or Your Life, Vicki Robin 103–104
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