book

The Bogleheads' Guide to the Three-Fund Portfolio

by Taylor Larimore, John C. Bogle

July 2018

Beginner to intermediate

112 pages

2h 12m

English

Wiley

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The Three-Fund PortfolioA Word about Non-U.S. StocksA Good Book by a Wise Author“A Power Seen from Afar”
Benefit 1: No Advisor RiskBenefit 2: No Asset BloatBenefit 3: No Index Front RunningBenefit 4: No Fund Manager RiskBenefit 5: No Individual Stock RiskBenefit 6: No OverlapBenefit 7: No Sector RiskBenefit 8: No Style DriftBenefit 9: Low Tracking ErrorBenefit 10: Above-Average ReturnBenefit 11: Simplified Contributions and WithdrawalsBenefit 12: The Benefit of ConsistencyBenefit 13: Low TurnoverBenefit 14: Low CostsBenefit 15: Maximum Diversification (Lower Risk)Benefit 16: Portfolio Efficiency (Best Risk/Return Ratio)Benefit 17: Low MaintenanceBenefit 18: Easy to RebalanceBenefit 19: Tax EfficiencyBenefit 20: Simplicity (for Investors, Caregivers, and Heirs)

Early HistoryBoglehead ConferencesThe Big MoveForum StatisticsLocal ChaptersWikiBogleheads BooksThe John C. Bogle Center for Financial Literacy

Overview

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.