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The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk

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The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk

Taylor Larimore, John C. Bogle (Foreword by)

ISBN: 978-1-119-48735-7 June 2018 112 Pages

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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.

FOREWORD BY JOHN C. BOGLE xi

PREFACE: THE HISTORY OF THE BOGLEHEADS’

THREE-FUND PORTFOLIO xvii

ACKNOWLEDGMENTS xxv

CHAPTER 1: THE INVESTMENT INDUSTRY 1

CHAPTER 2: JOHN C. BOGLE—THE INVESTOR’S BEST FRIEND 5

CHAPTER 3: JOHN BOGLE INTRODUCES THREE TOTAL MARKET INDEX FUNDS 9

CHAPTER 4: TWENTY BENEFITS OF TOTAL MARKET INDEX FUNDS (IN NO PARTICULAR ORDER) 13

Benefit1: No Advisor Risk 14

Benefit2: No Asset Bloat 17

Benefit3: No Index Front Running 19

Benefit4: No Fund Manager Risk 20

Benefit5: No Individual Stock Risk 22

Benefit6: No Overlap 24

Benefit7: No Sector Risk 25

Benefit8: No Style Drift 26

Benefit9: Low Tracking Error 27

Benefit10: Above-Average Return 28

Benefit11: Simplifi ed Contributions and Withdrawals 32

Benefit12: The Benefitof Consistency 33

Benefit13: Low Turnover 34

Benefit14: Low Costs 35

Benefit15: Maximum Diversifi cation (lower risk) 38

Benefit16: Portfolio Effi ciency (best risk/return ratio) 39

Benefit17: Low Maintenance 40

Benefit18: Easy to Rebalance 41

Benefit19: Tax Effi ciency 42

Benefit20: Simplicity (for investors, caregivers, and heirs) 44

CHAPTER 5: GETTING STARTED 49

CHAPTER 6: STAY THE COURSE 59

APPENDIX I: WHAT EXPERTS SAY 63

APPENDIX II: MEET THE BOGLEHEADS 69

GLOSSARY OF FINANCIAL TERMS 75

INDEX 79