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Vanguard fund-of-funds and investor shares

The Vanguard Total Market investor shares make it possible for Vanguard to offer its fund-of-funds for a direct cost of zero (0.00% ER). This, by the way, is why Vanguard can not offer “admiral shares” of the fund-of-funds because the

Posted in Mutual funds, Target date funds

Review: The Bogleheads’ Guide to the Three-Fund Portfolio

The latest entry in the Bogleheads’ Guide series of investment books, The Bogleheads’ Guide to the Three-Fund Portfolio, by Taylor Larimore, published by Wiley, is a short book devoted to a simple portfolio (targeted to US investors) made up of

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Posted in Bogleheads

Coming soon: “Bogleheads on Investing” podcasts

Mel Lindauer,  president of The John C. Bogle Center For Financial Literacy , made the following July 12, 2018 announcement: I’m thrilled to announce that The Bogle Center for Financial Literacy will be sponsoring an ongoing series of podcasts, hosted by

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Posted in Bogleheads

South Florida local chapter meeting, July 1, 2018

The following guest post is courtesy of South Florida Local Chapter member Lazy Nihilist. We had our South Florida Bogleheads Chapter meeting on Sunday from noon to two p.m. at the Stirling Road Branch, Broward County. This meeting had a

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Posted in Boglehead local chapters

Interview with Taylor Larimore: Taylor’s investment journey

Taylor Larimore, affectionately known as “the dean of the Bogleheads,” has been an investor for over seven decades. Recently we asked Taylor a few questions that trace his evolution as an investor. Financial Page: Thanks Taylor. We would be interested

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Posted in Bogleheads

Bogleheads® Wiki 2018 annual report

The Bogleheads® Wiki was first created on May 13, 2008 and introduced publicly on May 21, 2008. This May marks the tenth anniversary of this project endeavor from members of the Bogleheads Forum. The administrators of the wiki (the author

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Posted in Bogleheads

Sacramento Area Local Chapter Meeting Summary (April 14, 2018 )

This article is composed by Bogleheads® forum member digarei. Seventeen people attended the thirty sixth meeting of the Sacramento Area Local Chapter. The April 14, 2018 meeting took place between 10:00 AM – 12:30 PM and consisted of: Introductions: 24

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Posted in Behavorial Factors, Boglehead local chapters

Global investment portfolios 2018 update

The Credit Suisse Global Investment Yearbook 2018 summary is now available for download from Publications – Credit Suisse. The yearbooks are an extension of the research of Elroy Dimson, Paul Marsh, and Mike Staunton, first published in the 2002 edition

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Posted in Market statistics

Letter of final instructions

The following is a guest article by Taylor Larimore. As a former life insurance agent and executor of two estates, I understand how important it is to help those we leave behind. Below is my own “Final Instructions” which you

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Posted in Personal finance

Momentum and P/E vs. Market Cap visualizations for new Vanguard factor ETFs and others

This guest article is authored by Bogleheads forum member lack_ey.  See  this forum post for additional commentary. Vanguard’s factor funds, which launched in February 2018, provide yet another take on long-only factor investing within US stocks, joining similar mutual funds

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Posted in Market statistics, Vanguard
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