Bogleheads' Guide to the Three-Fund Portfolio
Bogleheads' Guide to the Three-Fund Portfolio
How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk
Bogle, John C.; Larimore, Taylor
John Wiley & Sons Inc
06/2018
112
Dura
Inglês
9781119487333
15 a 20 dias
Descrição não disponível.
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 Benefit1: No Advisor Risk 14 Benefit2: No Asset Bloat 17 Benefit3: No Index Front Running 19 Benefit4: No Fund Manager Risk 20 Benefit5: No Individual Stock Risk 22 Benefit6: No Overlap 24 Benefit7: No Sector Risk 25 Benefit8: No Style Drift 26 Benefit9: Low Tracking Error 27 Benefit10: Above-Average Return 28 Benefit11: Simplifi ed Contributions and Withdrawals 32 Benefit12: The Benefitof Consistency 33 Benefit13: Low Turnover 34 Benefit14: Low Costs 35 Benefit15: Maximum Diversifi cation (lower risk) 38 Benefit16: Portfolio Effi ciency (best risk/return ratio) 39 Benefit17: Low Maintenance 40 Benefit18: Easy to Rebalance 41 Benefit19: Tax Effi ciency 42 Benefit20: Simplicity (for investors, caregivers, and heirs) 44 CHAPTER 5: GETTING STARTED 49 CHAPTER 6: STAY THE COURSE 59 APPENDIX I: WHAT EXPERTS SAY 63 APPENDIX II: MEET THE BOGLEHEADS 69 GLOSSARY OF FINANCIAL TERMS 75 INDEX 79
Este título pertence ao(s) assunto(s) indicados(s). Para ver outros títulos clique no assunto desejado.
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 Benefit1: No Advisor Risk 14 Benefit2: No Asset Bloat 17 Benefit3: No Index Front Running 19 Benefit4: No Fund Manager Risk 20 Benefit5: No Individual Stock Risk 22 Benefit6: No Overlap 24 Benefit7: No Sector Risk 25 Benefit8: No Style Drift 26 Benefit9: Low Tracking Error 27 Benefit10: Above-Average Return 28 Benefit11: Simplifi ed Contributions and Withdrawals 32 Benefit12: The Benefitof Consistency 33 Benefit13: Low Turnover 34 Benefit14: Low Costs 35 Benefit15: Maximum Diversifi cation (lower risk) 38 Benefit16: Portfolio Effi ciency (best risk/return ratio) 39 Benefit17: Low Maintenance 40 Benefit18: Easy to Rebalance 41 Benefit19: Tax Effi ciency 42 Benefit20: Simplicity (for investors, caregivers, and heirs) 44 CHAPTER 5: GETTING STARTED 49 CHAPTER 6: STAY THE COURSE 59 APPENDIX I: WHAT EXPERTS SAY 63 APPENDIX II: MEET THE BOGLEHEADS 69 GLOSSARY OF FINANCIAL TERMS 75 INDEX 79
Este título pertence ao(s) assunto(s) indicados(s). Para ver outros títulos clique no assunto desejado.
