The Bogleheads' Guide to the Three-Fund Portfolio
The Bogleheads' Guide to the Three-Fund Portfolio outlines the most popular portfolio on the Bogleheads forum. Author Taylor Larimore, crowned the "King of the Bogleheads" by Jack Bogle, shares the blueprint to his personal approach to index investing approved by Jack himself. 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. The guide shows you how to get better returns than the majority of professional advisors with just three index funds and a buy-and-hold strategy. The Bogleheads' Guide to the Three-Fund Portfolio offers the most straightforward system for developing an indexed portfolio that will outperform actively-managed ones over time.
THREE-FUND PORTFOLIO
This fund provides exposure to the entire U.S. stock market, covering large-cap, mid-cap, and small-cap stocks.
International Stock Market Index Funds.
This fund includes stocks from international developed markets as well as emerging markets.
This fund consists of a broad range of bonds, including government, corporate, and municipal bonds.
ABOUT THE BOOK
The book provides practical guidance on how to construct and maintain a Three-Fund Portfolio, considerations for asset allocation based on individual risk tolerance and investment goals, and tips for rebalancing and tax efficiency.
The concept of the Three-Fund Portfolio aligns with the principles advocated by Jack Bogle, who promoted low-cost index investing as a way for individual investors to achieve long-term financial goals.
By investing in these three funds, investors achieve broad diversification across thousands of stocks and bonds, reducing the risk associated with individual stocks or sectors.
ABOUT THE AUTHOR
Taylor Larimore is recognized as a bona fide expert on Jack Bogle's low-cost, buy-and-hold investment strategy.
He is a finance veteran, author, and long-time poster at the Bogleheads forums. He has spent over seven decades in finance and investing.
He is also the co-author of "The Bogleheads' Guide to Investing" and "The Bogleheads' Guide to Retirement Planning."