Three fund portfolios for taxable accounts – 2019 update

The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. However, investors with large taxable accounts and

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Three fund portfolio 2019 update

The Taylor Larimore three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio

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Entrevista con ClarkBo: Bogleheads España

ClarkBo es uno de los miembros fundadores de Bogleheads España. El sitio, que consta de un foro y wiki, se creó el 4 de enero de 2019. En su primer año, el foro atrajo a 676 miembros, con 285 publicaciones

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2019 US stock market index returns

Posted in Indexing, Market statistics

Episode 017 Bogleheads on Investing, guest Joe Davis, host Rick Ferri

Joseph “Joe” Davis, Ph.D., is a principal and Vanguard’s global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both

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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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