The Bogleheads’ Guide to the Three-Fund Portfolio

The Bogleheads’ Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk, written by Taylor Larimore, and published by Wiley.

Hardcover: 144 pages
Publisher: Wiley; 1 edition (June 26, 2018)
ISBN-13: 978-1119487333

From the publisher

Wiley, the publisher, states:

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

Foreword by John C. Bogle

Preface:  History of The Three-Fund Portfolio

Acknowledgments

Chapter 1 The Investment Industry

Chapter 2 John Bogle—The Investor’s Best Friend

Chapter 3 John Bogle Introduces Total Market Index

Chapter 4 Twenty Benefits of Total Market Index Funds (in no particular order):

Benefit 1: No Advisor Risk

Benefit 2: No Asset Bloat

Benefit 3: No Front Running

Benefit 4: No Fund Manager Risk

Benefit 5: No Individual Stock Risk

Benefit 6: No Overlap

Benefit 7: No Sector Risk

Benefit 8: No Style Risk

Benefit 9: No Tracking Error

Benefit 10: Above Average Return

Benefit 11: Simplified Contributions and Withdrawals

Benefit 12: Consistency

Benefit 13: Low Turnover

Benefit 14: Low Costs

Benefit 15: Maximum Diversification (lower risk)

Benefit 16: Efficient (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 5 Getting Started

Chapter 6 Stay the Course

Appendix I What Experts Say

Appendix II “Meet the Bogleheads”

Glossary of Financial Terms

Index

Financial Page

For additional perspective, see our posts referencing the book:

• Interview with Taylor Larimore, author of The Bogleheads Guide to the Three-Fund Portfolio
• Review: The Bogleheads’ Guide to the Three-Fund Portfolio

‹ The Bogleheads’ Guide to Retirement Planning

Local chapter meeting summaries ›

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