Book description
Twenty benefits from the three-fund total market index portfolio.
The Bogleheads’ Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both professional and amateur investors.
If you are a new investor, or an experienced investor who wants to simplify and improve your portfolio, The Bogleheads’ Guide to The Three-Fund Portfolio is a short, easy-to-read guide to show you how.
Table of contents
- Praise for The Bogleheads’ Guide to the Three-Fund Portfolio
- Foreword
- Preface: The History of the Bogleheads’ Three-Fund Portfolio
- Acknowledgments
- CHAPTER ONE: The Investment Industry
- CHAPTER TWO: John C. Bogle—The Investor’s Best Friend
- CHAPTER THREE: John Bogle Introduces Three Total Market Index Funds
-
CHAPTER FOUR: Twenty Benefits of Total Market Index Funds (in no particular order)
- Benefit 1: No Advisor Risk
- Benefit 2: No Asset Bloat
- Benefit 3: No Index Front Running
- Benefit 4: No Fund Manager Risk
- Benefit 5: No Individual Stock Risk
- Benefit 6: No Overlap
- Benefit 7: No Sector Risk
- Benefit 8: No Style Drift
- Benefit 9: Low Tracking Error
- Benefit 10: Above-Average Return
- Benefit 11: Simplified Contributions and Withdrawals
- Benefit 12: The Benefit of Consistency
- Benefit 13: Low Turnover
- Benefit 14: Low Costs
- Benefit 15: Maximum Diversification (Lower Risk)
- Benefit 16: Portfolio Efficiency (Best Risk/Return Ratio)
- Benefit 17: Low Maintenance
- Benefit 18: Easy to Rebalance
- Benefit 19: Tax Efficiency
- Benefit 20: Simplicity (for Investors, Caregivers, and Heirs)
- CHAPTER FIVE: Getting Started
- CHAPTER SIX: Stay the Course
- Appendix I: What Experts Say
- Appendix II: Meet the Bogleheads Mel Lindauer, President, The John C. Bogle Center for Financial Literacy
- Glossary of Financial Terms
- Index
- EULA
Product information
- Title: The Bogleheads' Guide to the Three-Fund Portfolio
- Author(s):
- Release date: July 2018
- Publisher(s): Wiley
- ISBN: 9781119487333
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