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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

Medium: Buch
ISBN: 978-1-394-33095-9
Verlag: Wiley
Erscheinungstermin: 08.04.2025
Lieferfrist: bis zu 10 Tage

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.


Produkteigenschaften


  • Artikelnummer: 9781394330959
  • Medium: Buch
  • ISBN: 978-1-394-33095-9
  • Verlag: Wiley
  • Erscheinungstermin: 08.04.2025
  • Sprache(n): Englisch
  • Auflage: 1. Auflage 2025
  • Produktform: Kartoniert
  • Gewicht: 136 g
  • Seiten: 112
  • Format (B x H x T): 137 x 208 x 10 mm
  • Ausgabetyp: Kein, Unbekannt
Autoren/Hrsg.

Autoren

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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

Benefit 1: No Advisor Risk 14

Benefit 2: No Asset Bloat 17

Benefit 3: No Index Front Running 19

Benefit 4: No Fund Manager Risk 20

Benefit 5: No Individual Stock Risk 22

Benefit 6: No Overlap 24

Benefit 8: No Style Drift 26

Benefit 9: Low Tracking Error 27

Benefit 10: Above-Average Return 28

Benefit 11: Simplified Contributions and Withdrawals 32

Benefit 12: The Benefit of Consistency 33

Benefit 13: Low Turnover 34

Benefit 14: Low Costs 35

Benefit 15: Maximum Diversification (lower risk) 38

Benefit 16: Portfolio Efficiency (best risk/return ratio) 39

Benefit 17: Low Maintenance 40

Benefit 18: Easy to Rebalance 41

Benefit 19: Tax Efficiency 42

Benefit 20: Simplicity (for investors, caregivers, and heirs) 44

Chapter 5 Getting Started 49

Chapter 6 Stay the Course 59

Appendix I: What Experts S Ay 63

Appendix II: Meet the Bogleheads 69

Glossary of Financial Terms 75

Index 79