The Bogleheads' Guide to the Three-Fund Portfolio

Index

• Abelson, Alan, 20
• Acheson, Jeff, 15
• Administrative costs, 34
• Advisor risk, 14–16
• Advisors
  • conflicts of interest and, 14
  • incompetence of, 14
  • services provided by, 15
  • simplicity versus use of multiple, 44
  • Vanguard Personal Advisory Service and, 16
  • websites for help in finding, 16
• All-market index fund, 10
• Allocation. See Asset allocation
• American Airlines, 19
• American Association of Individual Investors, 63
• Aronson, Ted, xxiii
• Asset allocation
  • Bogleheads website investors’ opinions on, xv
  • Bogle’s suggestion on non-U.S. stocks and, xiii
  • Financial Ramblings blog on, 46–47
  • getting started and, 49
  • keeping “safe money” in bonds in, 50–51
  • Latimore’s suggestion on non-U.S. stocks and, xiii
  • maintenance and, 40
  • online tool from Vanguard for, 50, 51
  • rebalancing and, 41
  • tax-efficiency suggestion for, 55
• Asset Allocation Tool, Vanguard, 50, 51
• Asset bloat, 17–18
• Asset size, as predictor of performance, 35
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• Bache & Co., xviii
• Balasa, Mark, 63
• Barron’s magazine, 22
• Bear Market, xvii
  • length of, 50
  • sector risk in, 25
  • staying the course in, 59–60
• Beating the market
  • individual stock risk and, 22–23
  • risk and failure in, 31
  • percentage of equity stocks achieving, 21
• Benchmark indexes, and tracking error, 27
• Beneficiary changes, and maintenance, 40
• Benefits of Three-Fund Portfolio, 13–37
  • above-average return, 28–30
  • Bogleheads’ testimonials on, 18, 19, 21, 23, 24, 25, 26, 27, 30, 32, 33, 34, 37, 38, 39, 40, 41, 43, 46
  • consistency, 33
  • ease of rebalance, 41
  • low costs, 35–37
  • low maintenance, ...