Leveraging S&P 500 – Quantitative Analysis

In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given benchmark. The most popular benchmark being the S&P 500, this article will quantitatively explore the outcome of such leveraging technique in the context of a long-term buy and hold approach.

Posted in Investing, Market history, Market statistics

Episode 016 Bogleheads on Investing, guest Sheryl Garrett, host Rick Ferri

Our guest in December will be Sheryl Garrett, CFP, the founder of the Garrett Planning Network, a nationwide network of more than 300 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all

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Episode 015: Bogleheads on Investing- guest Eric Balchunus, host Rick Ferri

Link to podcast: Episode 015: guest Eric Balchunus, host Rick Ferri Link to forum topic discussing the podcast: Eric Balchunas, Senior ETF Analyst at Bloomberg is my guest on this “Bogleheads on Investing” podcast.

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New page: John Bogle articles and speeches

We have added a new page to Financial Page: John Bogle articles and speeches . This page appears as a sub-menu on the blog front page below the page tab “Who are the Bogleheads?” John Bogle articles and speeches The genesis

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Episode 014: Bogleheads on Investing – guest Chris Mamula, host Rick Ferri

Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed

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Getting portfolio investing advice from the Bogleheads

One of the most popular features of the Bogleheads® forum, and of our closely affiliated Financial Wisdom Forum (Canada) and  Bogleheads® España foro (Spain) forums, is receiving portfolio investment advice. Membership in the forums is free – all one needs

Posted in Bogleheads, Investing, Personal finance

Episode 013: Bogleheads on Investing – guest Dr. Bill Bernstein, host Rick Ferri

Dr. William (Bill) Bernstein is a medical doctor, author, investment advisor, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and finance. His first book, The Intelligent

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Update: Vanguard brokerage commission expense (1994 – 2018)

Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these

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Episode 012: Bogleheads on Investing – guest Larry Swedroe, host Rick Ferri

  Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy

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South Florida Local Chapter meeting, July 14, 2019

The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our South Florida Bogleheads chapter meeting last Sunday at the Stirling Rd branch library in Hollywood, Florida. We were honored to have Taylor Larimore,

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