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Book 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.

Table of Contents

  1. Praise for The Bogleheads’ Guide to the Three-Fund Portfolio
  2. Foreword
    1. The Three-Fund Portfolio
    2. A Word about Non-U.S. Stocks
    3. A Good Book by a Wise Author
    4. “A Power Seen from Afar”
  3. Preface: The History of the Bogleheads’ Three-Fund Portfolio
  4. Acknowledgments
  5. CHAPTER ONE: The Investment Industry
  6. CHAPTER TWO: John C. Bogle—The Investor’s Best Friend
  7. CHAPTER THREE: John Bogle Introduces Three Total Market Index Funds
  8. CHAPTER FOUR: Twenty Benefits of Total Market Index Funds (in no particular order)
    1. Benefit 1: No Advisor Risk
    2. Benefit 2: No Asset Bloat
    3. Benefit 3: No Index Front Running
    4. Benefit 4: No Fund Manager Risk
    5. Benefit 5: No Individual Stock Risk
    6. Benefit 6: No Overlap
    7. Benefit 7: No Sector Risk
    8. Benefit 8: No Style Drift
    9. Benefit 9: Low Tracking Error
    10. Benefit 10: Above-Average Return
    11. Benefit 11: Simplified Contributions and Withdrawals
    12. Benefit 12: The Benefit of Consistency
    13. Benefit 13: Low Turnover
    14. Benefit 14: Low Costs
    15. Benefit 15: Maximum Diversification (Lower Risk)
    16. Benefit 16: Portfolio Efficiency (Best Risk/Return Ratio)
    17. Benefit 17: Low Maintenance
    18. Benefit 18: Easy to Rebalance
    19. Benefit 19: Tax Efficiency
    20. Benefit 20: Simplicity (for Investors, Caregivers, and Heirs)
  9. CHAPTER FIVE: Getting Started
  10. CHAPTER SIX: Stay the Course
  11. Appendix I: What Experts Say
  12. Appendix II: Meet the Bogleheads Mel Lindauer, President, The John C. Bogle Center for Financial Literacy
    1. Early History
    2. Boglehead Conferences
    3. The Big Move
    4. Forum Statistics
    5. Local Chapters
    6. Wiki
    7. Bogleheads Books
    8. The John C. Bogle Center for Financial Literacy
  13. Glossary of Financial Terms
  14. Index
  15. EULA