The Bogleheads' guide to the three-fund portfolio : how a simple portfolio of three total market index funds outperforms most investors with less risk /

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 ou...

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Bibliographic Details
Call Number:Libro Electrónico
Main Author: Larimore, Taylor, 1924- (Author)
Format: Electronic eBook
Language:Inglés
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2018]
Subjects:
Bogle, John C.
Investments.
Portfolio management.
Investissements.
Gestion de portefeuille.
portfolios (financial records)
BUSINESS & ECONOMICS > Finance.
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of Contents:
  • Intro; The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk; Praise for The Bogleheads' Guide to the Three-Fund Portfolio; Contents; Foreword; Preface; 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 RISKSpecific Fund Manager Risks; 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; EARLY HISTORY; BOGLEHEAD CONFERENCES; THE BIG MOVE; FORUM STATISTICS; LOCAL CHAPTERS; WIKI; BOGLEHEADS BOOKS; THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY; Glossary of Financial Terms; Index; EULA

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