Bogleheads 3 Fund Portfolio Review & Vanguard ETFs To Use

Get this portfolio here: http://optimizedportfolio.com/go/bh-3...

The Bogleheads 3 Fund Portfolio is arguably the most popular lazy portfolio out there. Here we’ll investigate its components, historical performance, and the best ETFs to use in its implementation.

// TIMESTAMPS:

00:00 - Intro
00:27 - What is the Bogleheads 3 Fund Portfolio?
02:08 - Why Index Funds?
03:04 - Why International Stocks?
03:43 - Bogleheads 3 Fund Portfolio Benefits
04:20 - Asset Selection
06:29 - Why No International Bonds?
09:14 - Historical Performance
10:16 - ETFs To Use
11:23 - Disclosure
11:57 - Disclaimer
12:28 - Outro

// PARTIAL TRANSCRIPT:

The Bogleheads 3 Fund Portfolio is arguably the most popular lazy portfolio. “Bogleheads” are followers of the advice and path of the famous Jack Bogle, founder of Vanguard and considered the father of index investing. I am one. The Bogleheads Forum houses an exchange of knowledge surrounding Bogle’s principles.

The Bogleheads 3 Fund Portfolio is a simple portfolio comprised of 3 broad asset classes – usually a U.S total stock market index fund, a total international stock market index fund, and a total bond market index fund. Bogle suggested the “majesty of simplicity.”

The Bogleheads 3 Fund Portfolio draws on the idea of portfolio diversification’s ability to reduce volatility and drawdowns, protect against black swan events, and maximize risk-adjusted return. Holding multiple uncorrelated assets invariably reduces risk and can result in higher returns – and almost always higher risk-adjusted returns – than holding one asset in isolation.

A one-size-fits-most 80/20 allocation for the Bogleheads 3 Fund Portfolio is:

60% U.S. Stocks
20% International Stocks
20% U.S. Bonds

► Get the 3 Fund Portfolio Using Total Bond Market: http://optimizedportfolio.com/go/bh-3...
► Get the 3 Fund Portfolio Using Interm. Treasuries: http://optimizedportfolio.com/go/bh-3...
► Get the 3 Fund Portfolio Using Long Treasuries: http://optimizedportfolio.com/go/bh-3...

Read the blog post here: https://www.optimizedportfolio.com/bo...

#investing #lazyportfolios #bogleheads #vanguard #bogle #lazyportfolio #stocks #stockmarket #indexinvesting

// RESOURCES:

► Book - The Bogleheads' Guide To Investing by Taylor Larimore: https://amzn.to/2Yoe6RP
► Book - The Bogleheads' Guide To the Three-Fund Portfolio by Taylor Larimore: https://amzn.to/2zI5uep
► Vanguard paper on int'l bonds: https://personal.vanguard.com/pdf/ISG...
► Larry Swedroe article on int'l bonds: https://seekingalpha.com/article/2200...

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► M1 Finance: https://optimizedportfolio.com/go/m1
► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1...
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► Lazy Portfolios: https://www.optimizedportfolio.com/la...
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Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te...

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